2023 Form 5500 filing — Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico
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 20240731080922NAL0014123683001) for Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico, reported by Cardinal Health, Inc. under EIN 31-0958666 and plan number 062. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.1MReported net assets$46,069,113
Participants835
Provider compensation$56.2K5 Schedule C row(s)$56,196
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731080922NAL0014123683001
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 31-0958666
- Plan number
- 062
- Location
- Dublin, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.1M total assets
Net assets$46.1MLiabilities$54.3K
Full reported line items
- Total assets (EOY)
- $46,123,389
- Total liabilities (EOY)
- $54,276
- Net assets (EOY)
- $46,069,113
- Employer contributions
- $1,185,411
- Participant contributions
- $2,163,873
- Total income / additions
- $11,324,668
- Benefits paid
- $2,017,971
- Administrative expenses
- $56,216
- Total expenses
- $2,072,723
- Net increase / (decrease)
- $9,251,945
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $18,803 | $0 |
| Banco Popular De Puerto | TRUSTEE | $16,511 | not reported in the loaded dataset |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTING | $8,005 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,887 | $0 |
| Groom Law Group, Chartered | ATTORNEY | $5,990 | not reported in the loaded dataset |