PlanOptica
Retirement plan

REVCO D.S., INC. RETIREMENT INCOME PLAN

CVS HEALTH CORPORATIONEIN 05-0494040Plan #020PY 2015
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ONE CVS DRIVE, MAILSTOP 1110 - WOONSOCKET, RI 02895401-770-3604cvshealth.comLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
8 filings
#017Retirement-$8.42B assets#027Retirement-$615.5M assets#028Retirement-$523.3M assets#030Retirement-$7.6M assets#024Retirement-$3.3M assets#029Retirement-$1.6M assets#022Retirement--#023Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(401) 770-3604
Plan administrator signer
CANDACE JODICE
Signed 07/13/2016
How to read this page

Summary metrics

Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-97.60%
No prior year

Benchmarks

See 705 peers
Peer group
Industry44 - Retail Trade
Plan typeDefined benefit
Participants<25
Cohort705 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $20,509
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $98,932
Admin fee / account holder
$0
median $7,213
Annual return
-97.60%
median -1.96%
Overall peer rank
0th percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 4 by compensation
ProviderService typeCompensation
PIMCO1+ years
Service code 28 · EIN 33-0239892
Investment Management
$584,635
BUCK CONSULTANTS, LLC1+ years
Service code 11 · EIN 13-3954297
Actuarial
$123,102
MOSS ADAMS1+ years
Service code 10 · EIN 91-0189318
Accounting
$15,805
PENSION BENEFIT INFORMATION1+ years
Service code 17 · EIN 94-2850621
Pension Consulting
$7,187

Enrolled actuary

1 attachment
SB

MERYL FEIGENBAUM

BUCK CONSULTANTS, LLC
Enrollment #1404720
500 PLAZA DRIVE
SECAUCUS, NJ 070961533
(201) 902-2300
Signed 2016-06-29

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$731K
  • Investment mgmt$585K80.0%
  • Other / not subdivided$146K20.0%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer