Cvs Health Puerto Rico Savings Plan — Form 5500 plan (Cvs Health Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cvs Health Puerto Rico Savings Plan is a benefit plan reported by Cvs Health Corporation under EIN 05-0494040 and plan number 024. The latest loaded filing year is 2023. The filing reports 764 participants and $14,287,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cvs Health Corporation
- EIN
- 05-0494040
- Plan number
- 024
- Plan type
- 2
- Location
- Woonsocket, RI
- Latest filing year
- 2023
- Participants
- 764
- End-of-year plan assets
- $14,287,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 764 | H, C | 20240927094243NAL0001840513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,287,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,287,885
- Net assets (BOY)
- $11,710,560
Income & contributions
- Employer contributions
- $874,568
- Participant contributions
- $1,323,776
- Total contributions
- $2,259,625
- Total income / additions
- $4,483,354
Expenses & distributions
- Benefits paid
- $1,875,774
- Administrative expenses
- $30,255
- Total expenses
- $1,906,029
- Net increase / (decrease)
- $2,577,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER & CUSTODIAN | $19,358 | $0 | 2023 |
| Vanguard Advisers, Inc. | NONE | $15,446 | not reported in the loaded dataset | 2023 |