Syneos Health Savings And Retirement Plan — Form 5500 plan (Syneos Health)
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, Syneos Health Savings And Retirement Plan is a benefit plan reported by Syneos Health under EIN 33-0723120 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,224 participants and $1,415,762,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Syneos Health
- EIN
- 33-0723120
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 19,224
- End-of-year plan assets
- $1,415,762,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,224 | H, C | 20250428144656NAL0028487842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,415,762,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,415,762,067
- Net assets (BOY)
- $1,159,548,472
Income & contributions
- Employer contributions
- $35,224,681
- Participant contributions
- $111,448,823
- Total contributions
- $172,604,606
- Total income / additions
- $403,657,351
Expenses & distributions
- Benefits paid
- $148,876,384
- Administrative expenses
- $968,457
- Total expenses
- $149,920,463
- Net increase / (decrease)
- $253,736,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $457,337 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $356,554 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | INVESTMENT ADVISOR | $93,750 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $61,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Syneos Health
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morrisville, NC
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Rsm Us Llp — Schedule C compensation