Plan5500

Covetrus 401(K) Retirement Savings Plan — Form 5500 plan (Covetrus, 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, Covetrus 401(K) Retirement Savings Plan is a benefit plan reported by Covetrus, Inc. under EIN 83-1448706 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,937 participants and $274,741,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Covetrus, Inc.
EIN
83-1448706
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
3,937
End-of-year plan assets
$274,741,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,937H, C20241015104345NAL0016167315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$274,741,795
Total liabilities (EOY)
$0
Net assets (EOY)
$274,741,795
Net assets (BOY)
$232,883,952

Income & contributions

Employer contributions
$9,139,394
Participant contributions
$20,423,394
Total contributions
$32,218,888
Total income / additions
$80,520,222

Expenses & distributions

Benefits paid
$38,322,311
Administrative expenses
$327,266
Total expenses
$38,662,379
Net increase / (decrease)
$41,857,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$233,496$02023
Cook Street Consulting IncCONSULTANT$77,250not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$16,480not reported in the loaded dataset2023

Related Form 5500 pages