Plan5500

Amerisourcebergen Employee Investment Plan — Form 5500 plan (Cencora, Inc.)

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, Amerisourcebergen Employee Investment Plan is a benefit plan reported by Cencora, Inc. under EIN 23-3079390 and plan number 010. The latest loaded filing year is 2023. The filing reports 26,048 participants and $1,855,630,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cencora, Inc.
EIN
23-3079390
Plan number
010
Plan type
2
Location
Conshohocken, PA
Latest filing year
2023
Participants
26,048
End-of-year plan assets
$1,855,630,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,048H, C20240918083458NAL0004250705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,855,630,070
Total liabilities (EOY)
$0
Net assets (EOY)
$1,855,630,070
Net assets (BOY)
$1,589,989,860

Income & contributions

Employer contributions
$59,295,730
Participant contributions
$106,624,726
Total contributions
$191,430,378
Total income / additions
$496,928,019

Expenses & distributions

Benefits paid
$230,214,543
Administrative expenses
$1,025,717
Total expenses
$231,287,809
Net increase / (decrease)
$265,640,210

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$1,025,717$02023

Related Form 5500 pages