2023 Form 5500 filing — Cvs Health Puerto Rico 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 20240927094243NAL0001840513001) for Cvs Health Puerto Rico Savings Plan, reported by Cvs Health Corporation under EIN 05-0494040 and plan number 024. It reports 764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927094243NAL0001840513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cvs Health Corporation
- EIN
- 05-0494040
- Plan number
- 024
- Location
- Woonsocket, RI
- Participants
- 764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,287,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,287,885
- Employer contributions
- $874,568
- Participant contributions
- $1,323,776
- Total income / additions
- $4,483,354
- Benefits paid
- $1,875,774
- Administrative expenses
- $30,255
- Total expenses
- $1,906,029
- Net increase / (decrease)
- $2,577,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER & CUSTODIAN | $19,358 | $0 |
| Vanguard Advisers, Inc. | NONE | $15,446 | not reported in the loaded dataset |