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  2. CARDINAL HEALTH, INC.
Sponsor portfolioTH

CARDINAL HEALTH, INC.

EIN 31-0958666-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$4.82B assets
Welfare
2
$32.7M premiums
Participants
82,953
7000 CARDINAL PLACE - DUBLIN, OH 43017614-757-5000cardinalhealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
4 filings
#055ESOP-$4.76B - 40,800 part#062ESOP-$51.9M - 821 part#505Fully Insured-$31.9M - 42,521 lives#506Fully Insured-$735K - 945 lives

Retirement portfolio analytics

2 plans aggregated / $4.82B assets / 41,621 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • HEALTH 401(K) Savings (#055)99%
  • OF PUERTO RICO (#062)1%
Total $4.82BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH 401(K) Savings (#055)40,800
  • OF PUERTO RICO (#062)821
Total 41,621Click row to drill in

Benefits portfolio analytics

2 plans / $32.7M premiums / 43,466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$13.8M
  • Health$9.7M
  • Life$8.1M
  • Long-term disability$5.9M
  • Vision$2.9M
  • Short-term disability$931K
  • +1 more
Total $32.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • EYEMED VISION CARE7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +3 more
Total $32.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • AON CONSULTING INC63%
  • CUSTOM BENEFIT PROGRAMS INC35%
  • ACRISURE LLC2%
Total $1.3M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#055

CARDINAL HEALTH 401(K) SAVINGS PLAN

ESOP

Assets$4.76B
Participants40,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#062

CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICO

ESOP

Assets$51.9M
Participants821
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CARDINAL HEALTH, INC. GROUP BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$31.9M
Covered lives42,521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

CARDINAL HEALTH, INC. HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PUERTO RICO

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$735K
Covered lives945
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
055CARDINAL HEALTH 401(K) SAVINGS PLANESOP$4.76B40,8002024
062CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICOESOP$51.9M8212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CARDINAL HEALTH, INC. GROUP BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$31.9M42,5212024
506CARDINAL HEALTH, INC. HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PUERTO RICOFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$735K9452024
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