Vizient Retirement Plan — Form 5500 plan (Vizient, 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, Vizient Retirement Plan is a benefit plan reported by Vizient, Inc. under EIN 38-2182248 and plan number 334. The latest loaded filing year is 2023. The filing reports 648 participants and $54,686,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vizient, Inc.
EIN
38-2182248
Plan number
334
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
648
End-of-year plan assets
$54,686,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023648H, C20241015162841NAL0050446784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,686,835
Total liabilities (EOY)
$89,406
Net assets (EOY)
$54,597,429
Net assets (BOY)
$70,826,919

Income & contributions

Total contributions
$0
Total income / additions
$8,432,734

Expenses & distributions

Benefits paid
$24,645,196
Administrative expenses
$17,028
Total expenses
$24,662,224
Net increase / (decrease)
-$16,229,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Northern Trust CompanyFIDUCIARY$111,211not reported in the loaded dataset2023
Barrow, Hanley, Mewhinney & StraussFIDUCIARY$66,366not reported in the loaded dataset2023

Related Form 5500 pages