Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico — Form 5500 plan (Cardinal Health, 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, Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico is a benefit plan reported by Cardinal Health, Inc. under EIN 31-0958666 and plan number 062. The latest loaded filing year is 2023. The filing reports 835 participants and $46,123,389 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$46.1MPlan net assets, end of year$46,069,113
Participants835Covered participants reported
Assets / participant$55.2KComputed: assets ÷ participants$55,238 (computed)
Provider compensation$56.2K5 Schedule C provider row(s)$56,196
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 31-0958666
- Plan number
- 062
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20240731080922NAL0014123683001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$46.1M total assets
Net assets$46.1MLiabilities$54.3K
Full reported line items
Net assets
- Total assets (EOY)
- $46,123,389
- Total liabilities (EOY)
- $54,276
- Net assets (EOY)
- $46,069,113
- Net assets (BOY)
- $36,817,168
Income & contributions
- Employer contributions
- $1,185,411
- Participant contributions
- $2,163,873
- Total contributions
- $3,401,351
- Total income / additions
- $11,324,668
Expenses & distributions
- Benefits paid
- $2,017,971
- Administrative expenses
- $56,216
- Total expenses
- $2,072,723
- Net increase / (decrease)
- $9,251,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $18,803 | $0 | 2023 |
| Banco Popular De Puerto | TRUSTEE | $16,511 | not reported in the loaded dataset | 2023 |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTING | $8,005 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,887 | $0 | 2023 |
| Groom Law Group, Chartered | ATTORNEY | $5,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinal Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Principal Life Insurance Company — Schedule C compensation
- Banco Popular De Puerto — Schedule C compensation
- Ary Roepcke Mulchaey, P.C. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation