Sodexo, Inc. Medical Benefits Plan — Form 5500 plan (Sodexo, 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, Sodexo, Inc. Medical Benefits Plan is a benefit plan reported by Sodexo, Inc. under EIN 52-0936594 and plan number 511. The latest loaded filing year is 2023. The filing reports 25,639 participants and $10,710,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sodexo, Inc.
- EIN
- 52-0936594
- Plan number
- 511
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 25,639
- End-of-year plan assets
- $10,710,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,639 | H, C | 20241011113346NAL0043503314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,710,304
- Total liabilities (EOY)
- $37,825,989
- Net assets (EOY)
- -$27,115,685
- Net assets (BOY)
- -$29,541,160
Income & contributions
- Employer contributions
- $216,346,742
- Participant contributions
- $105,454,770
- Total contributions
- $321,801,512
- Total income / additions
- $321,814,052
Expenses & distributions
- Benefits paid
- $310,556,339
- Administrative expenses
- $8,832,238
- Total expenses
- $319,388,577
- Net increase / (decrease)
- $2,425,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | CONTRACT ADMINISTRATOR | $6,493,872 | not reported in the loaded dataset | 2023 |
| Express Scripts | CONTRACT ADMINISTRATOR | $1,814,066 | not reported in the loaded dataset | 2023 |
| Mercer Consulting | CONSULTING | $58,800 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | AUDITOR | $50,730 | not reported in the loaded dataset | 2023 |
| Cambridge | AUDITOR | $40,500 | not reported in the loaded dataset | 2023 |
| Aon | ACTUARY | $18,513 | not reported in the loaded dataset | 2023 |
| Carefirst | CONTRACT ADMINISTRATOR | $15,783 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sodexo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in North Bethesda, MD
- Aetna — Schedule C compensation
- Express Scripts — Schedule C compensation
- Mercer Consulting — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Cambridge — Schedule C compensation
- Aon — Schedule C compensation
- Carefirst — Schedule C compensation