Plan5500

Henry Schein One 401(K) Plan — Form 5500 plan (Henry Schein One, LLC)

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, Henry Schein One 401(K) Plan is a benefit plan reported by Henry Schein One, LLC under EIN 82-3417064 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,482 participants and $72,913,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henry Schein One, LLC
EIN
82-3417064
Plan number
001
Plan type
2
Location
American Fork, UT
Latest filing year
2023
Participants
1,482
End-of-year plan assets
$72,913,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,482H, C20241011175157NAL0045354738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,913,322
Total liabilities (EOY)
$0
Net assets (EOY)
$72,913,322
Net assets (BOY)
$56,040,856

Income & contributions

Employer contributions
$2,742,411
Participant contributions
$6,561,564
Total contributions
$11,016,576
Total income / additions
$21,299,259

Expenses & distributions

Benefits paid
$5,689,178
Administrative expenses
$160,400
Total expenses
$5,855,166
Net increase / (decrease)
$15,444,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,400$02023
Global Retirement Partners LLCADVISOR$65,000not reported in the loaded dataset2023

Related Form 5500 pages