PlanOptica
Retirement plan

OMNICARE GENERAL PENSION PLAN

CVS HEALTH CORPORATIONEIN 05-0494040Plan #030PY 2015
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HR RETIREMENT BENEFITS, ONE CVS DRIVE - WOONSOCKET, RI 02895401-770-6343cvshealth.comLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
8 filings
#017Retirement-$8.42B assets#027Retirement-$615.5M assets#028Retirement-$523.3M assets#024Retirement-$3.3M assets#029Retirement-$1.6M assets#020Retirement--#022Retirement--#023Retirement--
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(401) 770-6343
Plan administrator signer
CANDACE JODICE
Signed 10/17/2016
How to read this page

Summary metrics

Total assets (EOY)
$7.6M
+72.9% from 2016
Total participants
411
+123.4% from 2016
Average account balance
$0
No prior year
Annual return
1.57%
+6.57 pp from 2016

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
1.57%
median -1.59%
Overall peer rank
75th percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$21K
Average account balance
Total assets / participants with a balance (line 6g)
$24K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
184
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$550K
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.20%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

MERYL FEIGENBAUM

BUCK CONSULTANTS, LLC
Enrollment #1404720
500 PLAZA DRIVE
SECAUCUS, NJ 070961533
(201) 902-2300
Signed 2016-09-28

Plan features & details

Pension benefit codes1A1I
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.

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

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
PLANTE & MORAN, PLLC.
Auditor EIN
381357951
Audit fees
(not subdivided)
Opinion code
Disclaimer