Cardinal Health 401(K) Savings Plan — Form 5500 plan (Cardinal Health, 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, Cardinal Health 401(K) Savings Plan is a benefit plan reported by Cardinal Health, Inc. under EIN 31-0958666 and plan number 055. The latest loaded filing year is 2023. The filing reports 43,298 participants and $4,286,171,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 31-0958666
- Plan number
- 055
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 43,298
- End-of-year plan assets
- $4,286,171,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43,298 | H, C | 20240731080901NAL0021906657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,286,171,017
- Total liabilities (EOY)
- $1,898,965
- Net assets (EOY)
- $4,284,272,052
- Net assets (BOY)
- $3,710,611,908
Income & contributions
- Employer contributions
- $75,500,734
- Participant contributions
- $158,134,878
- Total contributions
- $262,187,523
- Total income / additions
- $975,060,157
Expenses & distributions
- Benefits paid
- $399,145,318
- Administrative expenses
- $1,997,359
- Total expenses
- $401,400,013
- Net increase / (decrease)
- $573,660,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $891,798 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $410,316 | $0 | 2023 |
| Groom Law Group, Chartered | ATTORNEY | $291,989 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $170,000 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | AUDITOR | $117,353 | not reported in the loaded dataset | 2023 |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTING | $114,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinal Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Principal Life Insurance Company — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Ary Roepcke Mulchaey, P.C. — Schedule C compensation