Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
CVS HEALTH CORPORATION
EIN 05-0494040hospital & health careLatest filing 2024
Plans
3
Retirement
2
$30.10B assets
Welfare
1
Participants
700,284
ONE CVS DRIVE, MC 1110, HR RETIREMENT - WOONSOCKET, RI 028956146888-694-7287cvshealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.10B assets / 386,281 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- FUTURE FUND 401(K) (#017)385,927
Benefits portfolio analytics
1 plan / $0 premiums / 309,866 covered livesCarrier market share
Premium dollars by Schedule A carrier
0%top
- ACE AMERICAN INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#017
CVS HEALTH FUTURE FUND 401(K) PLAN
ESOP
Assets$30.09B
Participants385,927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024
CVS HEALTH PUERTO RICO SAVINGS PLAN
ProfitSharing
Assets$11.0M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
BUSINESS TRAVEL ACCIDENT INSURANCE
Mewa - ACE AMERICAN INSURANCE COMPANY
Premiums$0
Covered lives309,866
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 017 | CVS HEALTH FUTURE FUND 401(K) PLAN | ESOP | $30.09B | 385,927 | 2024 | |
| 024 | CVS HEALTH PUERTO RICO SAVINGS PLAN | ProfitSharing | $11.0M | 354 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | BUSINESS TRAVEL ACCIDENT INSURANCE | Mewa | ACE AMERICAN INSURANCE COMPANY | $0 | 309,866 | 2024 |
Retirement plans
Welfare plans