2023 Form 5500 filing — Cardinal Health Stable Value Fund
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 20240731080938NAL0036053664001) for Cardinal Health Stable Value Fund, reported by Cardinal Health, Inc. under EIN 04-3793339 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731080938NAL0036053664001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 04-3793339
- Plan number
- 002
- Location
- Dublin, OH
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $381,335,818
- Total liabilities (EOY)
- $548,701
- Net assets (EOY)
- $380,787,117
- Total income / additions
- $11,383,298
- Benefits paid
- $0
- Administrative expenses
- $901,532
- Total expenses
- $901,532
- Net increase / (decrease)
- $10,481,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Galliard Capital Management, Inc. | NONE | $331,408 | $0 |
| Prudential Ins. Company Of America | NONE | $123,774 | not reported in the loaded dataset |
| American General Life Insurance Co | NONE | $122,567 | not reported in the loaded dataset |
| Pacific Life | NONE | $114,588 | not reported in the loaded dataset |
| Transamerica Premier Life Insurance | NONE | $111,740 | not reported in the loaded dataset |
| Royal Bank Of Canada | NONE | $97,455 | not reported in the loaded dataset |
| Sei Trust Company | NONE | $0 | $0 |