2023 Form 5500 filing — Cardinal Health 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 20240731080901NAL0021906657001) for Cardinal Health 401(K) Savings Plan, reported by Cardinal Health, Inc. under EIN 31-0958666 and plan number 055. It reports 43,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731080901NAL0021906657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 31-0958666
- Plan number
- 055
- Location
- Dublin, OH
- Participants
- 43,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,286,171,017
- Total liabilities (EOY)
- $1,898,965
- Net assets (EOY)
- $4,284,272,052
- Employer contributions
- $75,500,734
- Participant contributions
- $158,134,878
- Total income / additions
- $975,060,157
- Benefits paid
- $399,145,318
- Administrative expenses
- $1,997,359
- Total expenses
- $401,400,013
- Net increase / (decrease)
- $573,660,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $891,798 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $410,316 | $0 |
| Groom Law Group, Chartered | ATTORNEY | $291,989 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT ADVISOR | $170,000 | not reported in the loaded dataset |
| Ernst & Young Llp | AUDITOR | $117,353 | not reported in the loaded dataset |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTING | $114,695 | not reported in the loaded dataset |