Plan5500

Henry Schein, Inc. 401(K) Savings Plan — Form 5500 plan (Henry Schein, Inc.)

Plain-English plan 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, Henry Schein, Inc. 401(K) Savings Plan is a benefit plan reported by Henry Schein, Inc. under EIN 11-3136595 and plan number 003. The latest loaded filing year is 2023. The filing reports 10,509 participants and $1,428,794,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henry Schein, Inc.
EIN
11-3136595
Plan number
003
Plan type
2
Location
Melville, NY
Latest filing year
2023
Participants
10,509
End-of-year plan assets
$1,428,794,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,509H, C20240708125323NAL0007263075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,428,794,826
Total liabilities (EOY)
$8,362
Net assets (EOY)
$1,428,786,464
Net assets (BOY)
$1,245,134,379

Income & contributions

Employer contributions
$31,189,938
Participant contributions
$61,407,373
Total contributions
$97,561,507
Total income / additions
$306,267,016

Expenses & distributions

Benefits paid
$119,987,697
Administrative expenses
$1,134,519
Total expenses
$121,186,558
Net increase / (decrease)
$185,080,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial EnginesADVISOR$653,069not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$481,450$02023

Related Form 5500 pages