2023 Form 5500 filing — Medco Health Solutions, Inc. Cash Balance Retirement 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 20241013131121NAL0012437907001) for Medco Health Solutions, Inc. Cash Balance Retirement Plan, reported by Medco Health Solutions, Inc. under EIN 22-3461740 and plan number 002. It reports 6,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013131121NAL0012437907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medco Health Solutions, Inc.
- EIN
- 22-3461740
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 6,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $7,429,535
- Benefits paid
- $5,545,985
- Administrative expenses
- $1,816,122
- Total expenses
- $7,362,107
- Net increase / (decrease)
- $67,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Annuity | NONE | $443,590 | $0 |
| State Street Global Advisors | NONE | $199,104 | $0 |