2023 Form 5500 filing — Henry Schein, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708125323NAL0007263075001) for Henry Schein, Inc. 401(K) Savings Plan, reported by Henry Schein, Inc. under EIN 11-3136595 and plan number 003. It reports 10,509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708125323NAL0007263075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Schein, Inc.
- EIN
- 11-3136595
- Plan number
- 003
- Location
- Melville, NY
- Participants
- 10,509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,428,794,826
- Total liabilities (EOY)
- $8,362
- Net assets (EOY)
- $1,428,786,464
- Employer contributions
- $31,189,938
- Participant contributions
- $61,407,373
- Total income / additions
- $306,267,016
- Benefits paid
- $119,987,697
- Administrative expenses
- $1,134,519
- Total expenses
- $121,186,558
- Net increase / (decrease)
- $185,080,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $653,069 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $481,450 | $0 |