PlanOptica
Retirement plan

THE ADVANCEPCS RETIREMENT PLAN

CVS HEALTH CORPORATION HR RETIREMENT BENEFITSEIN 05-0494040Plan #023PY 2015
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ONE CVS DRIVE, MS #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#020Retirement--#022Retirement--
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
-97.55%
No prior year

Benchmarks

See 5,969 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants<25
Cohort5,969 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $29,350
Participation rate
0.0%
median 100.0%
Avg account balance
$0
median $138,607
Admin fee / account holder
$0
median $33
Annual return
-97.55%
median -1.59%
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 7 by compensation
ProviderService typeCompensation
HEWITT ASSOCIATES LLC1+ years
Service code 11 · EIN 36-2235791
Actuarial
$306,223
PIMCO1+ years
Service code 28 · EIN 33-0239598
Investment Management
$49,755
BUCK CONSULTANTS LLC1+ years
Service code 28 · EIN 13-3954297
Investment Management
$44,707
MOSS ADAMS LLP1+ years
Service code 10 · EIN 91-0189318
Accounting
$18,795
PBI1+ years
Service code 49 · EIN 94-2850621
Other Services
$7,207
COLUMBIA MGMT INV ADVISORY1+ years
Service code 28 · EIN 13-3180631
Investment Management
$6,894
JP MORGAN CHASE BANK1+ years
Service code 21 · EIN 13-4994650
Bank Trustee
$5,813

Enrolled actuary

1 attachment
SB

RICK L. POPP

HEWITT ASSOCIATES LLC
Enrollment #1405532
4 OVERLOOK POINT
LINCOLNSHIRE, IL 60069
(847) 295-5000
Signed 2016-06-07

Plan features & details

Pension benefit codes1A1I3H
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).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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
$547K
  • Investment mgmt$59K10.7%
  • Other / not subdivided$489K89.3%
% 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