What public Form 5500 filings show about the CVS Health Corporation 401(k) plan — and how to find and check your own account.
CVS Health Corporation (EIN 05-0494040) reports CVS HEALTH FUTURE FUND 401(K) PLAN on its most recent Form 5500, with $30.1B in plan assets across 313,966 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CVS Health Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CVS Health Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD GROUP, LOOMIS SAYLES & L P, ALLEN OVERY SHEARMAN STERLING US LL, COLUMBIA MANAGEMENT INVESTMENT ADVI, D F DENT AND, BANK OF NEW YORK MELLON.
