Back to filter
Original filing (PDF)20240806122130NAL0003987360001
HENRY SCHEIN INC.
Form 5500
FILING_RECEIVED
THE HENRY SCHEIN VOLUNTARY SEVERANCE PLAN CORPORATE DIRECTOR LEVEL AND ABOVE
Health & welfare plan
Signals · 3
Late filing · 8.7 moNo auditor on fileNo recordkeeper disclosed
Active participants
451
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 8.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY SCHEIN INC..
Plan sponsor
Name
HENRY SCHEIN INC.
EIN
11-3136595
Address
135 DURYEA RD · MELVILLE, NY · 117473834
Phone
(631) 843-5500
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
531
Plan year
2022
Plan year begin
2022-10-01
Tax period
2022-12-31
Filed
2024-08-06
Welfare benefit codes
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Wholesale Trade plans
OUTCAST DISTRIBUTION, LLC
OUTCAST DISTRIBUTION, LLC 401(K) PLAN
$0 · 5 participants
ICON DISTRIBUTING CO.
ICON DISTRIBUTING CO. DEFINED BENEFIT PENSION PLAN
$0
NOBLE GAS SOLUTIONS, LLC
NOBLE GAS SOLUTIONS, LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN
$0
USWG, INC.
USWG, INC. PENSION PLAN
$0
THE ADAM-HILL COMPANY
THE ADAM-HILL COMPANY PROFIT SHARING PLAN
$0
REPLACEMENT PARTS INDUSTRIES, INC.
REPLACEMENT PARTS INDUSTRIES, INC. 401(K) PLAN & TRUST
$0
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B