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CARDINAL HEALTH 401(K) SAVINGS PLAN 401k Plan overview

Plan NameCARDINAL HEALTH 401(K) SAVINGS PLAN
Plan identification number 055

CARDINAL HEALTH 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARDINAL HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARDINAL HEALTH, INC.
Employer identification number (EIN):310958666
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about CARDINAL HEALTH, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1979-05-16
Company Identification Number: 535613
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about CARDINAL HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDINAL HEALTH 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0552022-01-01
0552021-01-01
0552020-01-01
0552019-01-01
0552018-01-01
0552017-01-01KENDELL SHERRER
0552016-01-01KENDELL SHERRER
0552015-01-01KENDELL SHERRER
0552014-01-01KENDELL SHERRER
0552013-01-01DAWN RICH
0552012-01-01DAWN RICH
0552011-01-01DAWN RICH
0552009-01-01DAWN RICH

Plan Statistics for CARDINAL HEALTH 401(K) SAVINGS PLAN

401k plan membership statisitcs for CARDINAL HEALTH 401(K) SAVINGS PLAN

Measure Date Value
2022: CARDINAL HEALTH 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0142,839
Total number of active participants reported on line 7a of the Form 55002022-01-0130,698
Number of retired or separated participants receiving benefits2022-01-0193
Number of other retired or separated participants entitled to future benefits2022-01-0113,132
Total of all active and inactive participants2022-01-0143,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01166
Total participants2022-01-0144,089
Number of participants with account balances2022-01-0136,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0170
2021: CARDINAL HEALTH 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144,210
Total number of active participants reported on line 7a of the Form 55002021-01-0129,532
Number of retired or separated participants receiving benefits2021-01-0196
Number of other retired or separated participants entitled to future benefits2021-01-0114,731
Total of all active and inactive participants2021-01-0144,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01166
Total participants2021-01-0144,525
Number of participants with account balances2021-01-0138,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01714
2020: CARDINAL HEALTH 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0149,178
Total number of active participants reported on line 7a of the Form 55002020-01-0129,193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115,452
Total of all active and inactive participants2020-01-0144,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01388
Total participants2020-01-0145,033
Number of participants with account balances2020-01-0141,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,017
2019: CARDINAL HEALTH 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0148,319
Total number of active participants reported on line 7a of the Form 55002019-01-0129,711
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119,119
Total of all active and inactive participants2019-01-0148,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01346
Total participants2019-01-0149,176
Number of participants with account balances2019-01-0147,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012,188
2018: CARDINAL HEALTH 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146,830
Total number of active participants reported on line 7a of the Form 55002018-01-0130,399
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117,573
Total of all active and inactive participants2018-01-0147,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01326
Total participants2018-01-0148,298
Number of participants with account balances2018-01-0146,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,723
2017: CARDINAL HEALTH 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146,615
Total number of active participants reported on line 7a of the Form 55002017-01-0130,240
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116,235
Total of all active and inactive participants2017-01-0146,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01326
Total participants2017-01-0146,801
Number of participants with account balances2017-01-0142,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,085
2016: CARDINAL HEALTH 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0144,774
Total number of active participants reported on line 7a of the Form 55002016-01-0126,729
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119,525
Total of all active and inactive participants2016-01-0146,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01361
Total participants2016-01-0146,615
Number of participants with account balances2016-01-0144,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,521
2015: CARDINAL HEALTH 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141,920
Total number of active participants reported on line 7a of the Form 55002015-01-0125,601
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118,793
Total of all active and inactive participants2015-01-0144,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01380
Total participants2015-01-0144,774
Number of participants with account balances2015-01-0142,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,439
2014: CARDINAL HEALTH 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139,376
Total number of active participants reported on line 7a of the Form 55002014-01-0123,581
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117,974
Total of all active and inactive participants2014-01-0141,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01365
Total participants2014-01-0141,920
Number of participants with account balances2014-01-0140,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,028
2013: CARDINAL HEALTH 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138,877
Total number of active participants reported on line 7a of the Form 55002013-01-0122,476
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116,558
Total of all active and inactive participants2013-01-0139,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01342
Total participants2013-01-0139,376
Number of participants with account balances2013-01-0137,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01946
2012: CARDINAL HEALTH 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140,335
Total number of active participants reported on line 7a of the Form 55002012-01-0122,710
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115,797
Total of all active and inactive participants2012-01-0138,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01329
Total participants2012-01-0138,836
Number of participants with account balances2012-01-0137,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01993
2011: CARDINAL HEALTH 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144,010
Total number of active participants reported on line 7a of the Form 55002011-01-0122,634
Number of retired or separated participants receiving benefits2011-01-01611
Number of other retired or separated participants entitled to future benefits2011-01-0116,944
Total of all active and inactive participants2011-01-0140,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01146
Total participants2011-01-0140,335
Number of participants with account balances2011-01-0138,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,000
2009: CARDINAL HEALTH 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0157,934
Total number of active participants reported on line 7a of the Form 55002009-01-0122,776
Number of retired or separated participants receiving benefits2009-01-01477
Number of other retired or separated participants entitled to future benefits2009-01-0127,986
Total of all active and inactive participants2009-01-0151,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01192
Total participants2009-01-0151,431
Number of participants with account balances2009-01-0150,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,844

Financial Data on CARDINAL HEALTH 401(K) SAVINGS PLAN

Measure Date Value
2022 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$56,240,452
Total unrealized appreciation/depreciation of assets2022-12-31$56,240,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$90,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,635,103
Total income from all sources (including contributions)2022-12-31$-439,906,829
Total loss/gain on sale of assets2022-12-31$7,377,919
Total of all expenses incurred2022-12-31$409,517,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$407,494,771
Expenses. Certain deemed distributions of participant loans2022-12-31$-72,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$250,874,452
Value of total assets at end of year2022-12-31$3,710,702,275
Value of total assets at beginning of year2022-12-31$4,562,670,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,095,056
Total interest from all sources2022-12-31$2,985,206
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$46,019,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$41,118,256
Administrative expenses professional fees incurred2022-12-31$435,614
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$150,075,877
Participant contributions at end of year2022-12-31$65,997,504
Participant contributions at beginning of year2022-12-31$65,612,903
Participant contributions at end of year2022-12-31$20,568
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,444,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,660,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,129,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,574,935
Other income not declared elsewhere2022-12-31$247,825
Liabilities. Value of operating payables at end of year2022-12-31$22,446
Liabilities. Value of operating payables at beginning of year2022-12-31$85,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-849,423,838
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,710,611,908
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,560,035,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$170,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$461,843,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,761,389,231
Interest on participant loans2022-12-31$2,985,206
Value of interest in master investment trust accounts at end of year2022-12-31$406,659,338
Value of interest in master investment trust accounts at beginning of year2022-12-31$400,222,303
Value of interest in common/collective trusts at end of year2022-12-31$2,586,890,246
Value of interest in common/collective trusts at beginning of year2022-12-31$2,196,481,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-323,643,059
Net investment gain or loss from common/collective trusts2022-12-31$-487,893,508
Net gain/loss from 103.12 investment entities2022-12-31$7,884,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$186,327,807
Assets. Invements in employer securities at beginning of year2022-12-31$135,561,276
Contributions received in cash from employer2022-12-31$69,354,119
Employer contributions (assets) at end of year2022-12-31$1,303,715
Employer contributions (assets) at beginning of year2022-12-31$1,274,142
Income. Dividends from common stock2022-12-31$4,901,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$407,494,771
Contract administrator fees2022-12-31$1,489,442
Liabilities. Value of benefit claims payable at end of year2022-12-31$54,464
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$975,168
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$48,523,494
Aggregate carrying amount (costs) on sale of assets2022-12-31$41,145,575
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-6,969,203
Total unrealized appreciation/depreciation of assets2021-12-31$-6,969,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,635,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,150,548
Total income from all sources (including contributions)2021-12-31$902,374,173
Total loss/gain on sale of assets2021-12-31$1,168,323
Total of all expenses incurred2021-12-31$509,589,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$507,568,257
Expenses. Certain deemed distributions of participant loans2021-12-31$-173,452
Value of total corrective distributions2021-12-31$46,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$251,628,711
Value of total assets at end of year2021-12-31$4,562,670,849
Value of total assets at beginning of year2021-12-31$4,176,401,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,148,075
Total interest from all sources2021-12-31$3,456,678
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$39,550,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$34,389,594
Administrative expenses professional fees incurred2021-12-31$410,329
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$150,173,577
Participant contributions at end of year2021-12-31$65,612,903
Participant contributions at beginning of year2021-12-31$72,282,640
Participant contributions at beginning of year2021-12-31$18,995
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,690,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,129,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,990,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,574,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,333,387
Other income not declared elsewhere2021-12-31$501,774
Liabilities. Value of operating payables at end of year2021-12-31$85,000
Liabilities. Value of operating payables at beginning of year2021-12-31$329,721
Total non interest bearing cash at beginning of year2021-12-31$-11,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$392,784,408
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,560,035,746
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,167,251,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$170,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,761,389,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,512,750,322
Interest on participant loans2021-12-31$3,456,678
Value of interest in master investment trust accounts at end of year2021-12-31$400,222,303
Value of interest in master investment trust accounts at beginning of year2021-12-31$420,952,938
Value of interest in common/collective trusts at end of year2021-12-31$2,196,481,906
Value of interest in common/collective trusts at beginning of year2021-12-31$2,015,022,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$305,921,655
Net investment gain or loss from common/collective trusts2021-12-31$298,902,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$135,561,276
Assets. Invements in employer securities at beginning of year2021-12-31$149,831,261
Contributions received in cash from employer2021-12-31$69,764,768
Employer contributions (assets) at end of year2021-12-31$1,274,142
Employer contributions (assets) at beginning of year2021-12-31$1,564,423
Income. Dividends from common stock2021-12-31$5,160,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$507,568,257
Contract administrator fees2021-12-31$1,567,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$975,168
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,487,440
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$47,904,886
Aggregate carrying amount (costs) on sale of assets2021-12-31$46,736,563
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LP
Accountancy firm EIN2021-12-31346565596
2020 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,852,639
Total unrealized appreciation/depreciation of assets2020-12-31$7,852,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,150,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,712,151
Total income from all sources (including contributions)2020-12-31$927,306,675
Total loss/gain on sale of assets2020-12-31$2,778,318
Total of all expenses incurred2020-12-31$399,709,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$395,223,548
Expenses. Certain deemed distributions of participant loans2020-12-31$-24,342
Value of total corrective distributions2020-12-31$2,095,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$238,744,680
Value of total assets at end of year2020-12-31$4,176,401,886
Value of total assets at beginning of year2020-12-31$3,643,366,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,414,693
Total interest from all sources2020-12-31$4,065,711
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,420,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$26,928,800
Administrative expenses professional fees incurred2020-12-31$443,903
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$146,736,655
Participant contributions at end of year2020-12-31$72,282,640
Participant contributions at beginning of year2020-12-31$78,358,163
Participant contributions at end of year2020-12-31$18,995
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,689,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,990,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,699,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,333,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,269,813
Other income not declared elsewhere2020-12-31$635,941
Liabilities. Value of operating payables at end of year2020-12-31$329,721
Liabilities. Value of operating payables at beginning of year2020-12-31$374,300
Total non interest bearing cash at end of year2020-12-31$-11,881
Total non interest bearing cash at beginning of year2020-12-31$6,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$527,597,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,167,251,338
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,639,653,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$170,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,512,750,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,390,397,843
Interest on participant loans2020-12-31$4,065,711
Value of interest in master investment trust accounts at end of year2020-12-31$420,952,938
Value of interest in master investment trust accounts at beginning of year2020-12-31$353,190,903
Value of interest in common/collective trusts at end of year2020-12-31$2,015,022,641
Value of interest in common/collective trusts at beginning of year2020-12-31$1,663,864,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$162,222,509
Net investment gain or loss from common/collective trusts2020-12-31$469,318,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$149,831,261
Assets. Invements in employer securities at beginning of year2020-12-31$150,021,443
Contributions received in cash from employer2020-12-31$77,318,126
Employer contributions (assets) at end of year2020-12-31$1,564,423
Employer contributions (assets) at beginning of year2020-12-31$4,826,383
Income. Dividends from common stock2020-12-31$5,491,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$395,223,548
Contract administrator fees2020-12-31$1,800,790
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,487,440
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,068,038
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$61,195,159
Aggregate carrying amount (costs) on sale of assets2020-12-31$58,416,841
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LP
Accountancy firm EIN2020-12-31346565596
2019 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,872,193
Total unrealized appreciation/depreciation of assets2019-12-31$14,872,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,712,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,034,762
Total income from all sources (including contributions)2019-12-31$952,549,051
Total loss/gain on sale of assets2019-12-31$4,151,416
Total of all expenses incurred2019-12-31$320,808,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$318,433,395
Expenses. Certain deemed distributions of participant loans2019-12-31$-21,508
Value of total corrective distributions2019-12-31$21,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$274,173,835
Value of total assets at end of year2019-12-31$3,643,366,069
Value of total assets at beginning of year2019-12-31$3,020,948,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,375,155
Total interest from all sources2019-12-31$4,205,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,761,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$28,918,729
Administrative expenses professional fees incurred2019-12-31$407,385
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$142,991,698
Participant contributions at end of year2019-12-31$78,358,163
Participant contributions at beginning of year2019-12-31$76,220,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,184,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,699,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,750,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,269,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,897,191
Other income not declared elsewhere2019-12-31$403,672
Liabilities. Value of operating payables at end of year2019-12-31$374,300
Liabilities. Value of operating payables at beginning of year2019-12-31$359,719
Total non interest bearing cash at end of year2019-12-31$6,669
Total non interest bearing cash at beginning of year2019-12-31$7,713,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$631,740,608
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,639,653,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,007,913,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$170,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,390,397,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,099,691,669
Interest on participant loans2019-12-31$4,205,881
Value of interest in master investment trust accounts at end of year2019-12-31$353,190,903
Value of interest in master investment trust accounts at beginning of year2019-12-31$332,835,365
Value of interest in common/collective trusts at end of year2019-12-31$1,663,864,751
Value of interest in common/collective trusts at beginning of year2019-12-31$1,358,647,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$254,262,539
Net investment gain or loss from common/collective trusts2019-12-31$356,619,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$150,021,443
Assets. Invements in employer securities at beginning of year2019-12-31$134,972,980
Contributions received in cash from employer2019-12-31$112,997,508
Employer contributions (assets) at end of year2019-12-31$4,826,383
Employer contributions (assets) at beginning of year2019-12-31$5,116,090
Income. Dividends from common stock2019-12-31$5,842,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$318,433,395
Contract administrator fees2019-12-31$1,797,770
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,068,038
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$777,852
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$49,309,746
Aggregate carrying amount (costs) on sale of assets2019-12-31$45,158,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LP
Accountancy firm EIN2019-12-31346565596
2018 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-45,488,943
Total unrealized appreciation/depreciation of assets2018-12-31$-45,488,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,034,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,407,522
Total income from all sources (including contributions)2018-12-31$102,831,878
Total loss/gain on sale of assets2018-12-31$-3,085,088
Total of all expenses incurred2018-12-31$283,993,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$281,340,158
Expenses. Certain deemed distributions of participant loans2018-12-31$191,601
Value of total corrective distributions2018-12-31$97,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$309,275,682
Value of total assets at end of year2018-12-31$3,020,948,072
Value of total assets at beginning of year2018-12-31$3,191,482,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,363,819
Total interest from all sources2018-12-31$3,722,929
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,827,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$25,155,341
Administrative expenses professional fees incurred2018-12-31$456,434
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$141,726,683
Participant contributions at end of year2018-12-31$76,220,838
Participant contributions at beginning of year2018-12-31$73,646,241
Participant contributions at beginning of year2018-12-31$4,095,313
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,427,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,750,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,035,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,897,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$531,422
Other income not declared elsewhere2018-12-31$558,281
Administrative expenses (other) incurred2018-12-31$9,417
Liabilities. Value of operating payables at end of year2018-12-31$359,719
Liabilities. Value of operating payables at beginning of year2018-12-31$407,385
Total non interest bearing cash at end of year2018-12-31$7,713,016
Total non interest bearing cash at beginning of year2018-12-31$-66,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-181,161,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,007,913,310
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,189,074,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$207,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,099,691,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,155,838,709
Interest on participant loans2018-12-31$3,722,929
Value of interest in master investment trust accounts at end of year2018-12-31$332,835,365
Value of interest in master investment trust accounts at beginning of year2018-12-31$313,516,326
Value of interest in common/collective trusts at end of year2018-12-31$1,358,647,410
Value of interest in common/collective trusts at beginning of year2018-12-31$1,455,886,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-105,606,381
Net investment gain or loss from common/collective trusts2018-12-31$-94,956,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$134,972,980
Assets. Invements in employer securities at beginning of year2018-12-31$180,638,542
Contributions received in cash from employer2018-12-31$143,121,668
Employer contributions (assets) at end of year2018-12-31$5,116,090
Employer contributions (assets) at beginning of year2018-12-31$5,891,360
Income. Dividends from common stock2018-12-31$5,672,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$281,340,158
Contract administrator fees2018-12-31$1,690,741
Liabilities. Value of benefit claims payable at end of year2018-12-31$777,852
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,468,715
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$42,798,109
Aggregate carrying amount (costs) on sale of assets2018-12-31$45,883,197
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LP
Accountancy firm EIN2018-12-31346565596
2017 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$-31,175,243
Total unrealized appreciation/depreciation of assets2017-12-31$-31,175,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,407,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$607,827,118
Total income from all sources (including contributions)2017-12-31$641,272,928
Total loss/gain on sale of assets2017-12-31$136,616
Total of all expenses incurred2017-12-31$217,464,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$214,761,890
Expenses. Certain deemed distributions of participant loans2017-12-31$-59,353
Value of total corrective distributions2017-12-31$24,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$225,352,541
Value of total assets at end of year2017-12-31$3,191,482,366
Value of total assets at beginning of year2017-12-31$3,373,093,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,737,180
Total interest from all sources2017-12-31$3,130,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,524,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,105,639
Administrative expenses professional fees incurred2017-12-31$326,748
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$124,444,131
Participant contributions at end of year2017-12-31$73,646,241
Participant contributions at beginning of year2017-12-31$69,590,329
Participant contributions at end of year2017-12-31$4,095,313
Participant contributions at beginning of year2017-12-31$3,361,506
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,692,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,035,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$608,287,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$531,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$607,794,159
Other income not declared elsewhere2017-12-31$348,016
Liabilities. Value of operating payables at end of year2017-12-31$407,385
Liabilities. Value of operating payables at beginning of year2017-12-31$32,959
Total non interest bearing cash at end of year2017-12-31$-66,309
Total non interest bearing cash at beginning of year2017-12-31$55,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$423,808,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,189,074,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,765,266,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$183,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,155,838,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$937,571,243
Interest on participant loans2017-12-31$3,130,411
Value of interest in master investment trust accounts at end of year2017-12-31$313,516,326
Value of interest in master investment trust accounts at beginning of year2017-12-31$324,057,253
Value of interest in common/collective trusts at end of year2017-12-31$1,455,886,389
Value of interest in common/collective trusts at beginning of year2017-12-31$1,208,673,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$166,833,431
Net investment gain or loss from common/collective trusts2017-12-31$243,513,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$180,638,542
Assets. Invements in employer securities at beginning of year2017-12-31$216,415,589
Contributions received in cash from employer2017-12-31$61,215,483
Employer contributions (assets) at end of year2017-12-31$5,891,360
Employer contributions (assets) at beginning of year2017-12-31$5,080,947
Income. Dividends from common stock2017-12-31$5,418,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$214,761,890
Contract administrator fees2017-12-31$2,226,635
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,468,715
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$32,895,838
Aggregate carrying amount (costs) on sale of assets2017-12-31$32,759,222
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-46,231,428
Total unrealized appreciation/depreciation of assets2016-12-31$-46,231,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$607,827,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$764,714
Total income from all sources (including contributions)2016-12-31$354,762,569
Total loss/gain on sale of assets2016-12-31$-5,147,045
Total of all expenses incurred2016-12-31$212,760,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$210,207,541
Expenses. Certain deemed distributions of participant loans2016-12-31$-34,393
Value of total corrective distributions2016-12-31$46,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$212,326,759
Value of total assets at end of year2016-12-31$3,373,093,607
Value of total assets at beginning of year2016-12-31$2,624,028,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,540,344
Total interest from all sources2016-12-31$2,869,085
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,676,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,431,771
Administrative expenses professional fees incurred2016-12-31$407,957
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$408,110
Contributions received from participants2016-12-31$114,804,207
Participant contributions at end of year2016-12-31$69,590,329
Participant contributions at beginning of year2016-12-31$67,927,536
Participant contributions at end of year2016-12-31$3,361,506
Participant contributions at beginning of year2016-12-31$2,873,590
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,469,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$608,287,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,347,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$607,794,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$637,416
Other income not declared elsewhere2016-12-31$1,851,148
Administrative expenses (other) incurred2016-12-31$7,794
Liabilities. Value of operating payables at end of year2016-12-31$32,959
Liabilities. Value of operating payables at beginning of year2016-12-31$127,298
Total non interest bearing cash at end of year2016-12-31$55,752
Total non interest bearing cash at beginning of year2016-12-31$61,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$142,002,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,765,266,489
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,623,264,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$242,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$937,571,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,691,014,571
Interest on participant loans2016-12-31$2,869,085
Value of interest in master investment trust accounts at end of year2016-12-31$324,057,253
Value of interest in master investment trust accounts at beginning of year2016-12-31$316,339,446
Value of interest in common/collective trusts at end of year2016-12-31$1,208,673,397
Value of interest in common/collective trusts at beginning of year2016-12-31$273,562,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$69,783,085
Net investment gain or loss from common/collective trusts2016-12-31$86,045,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$216,415,589
Assets. Invements in employer securities at beginning of year2016-12-31$265,138,238
Contributions received in cash from employer2016-12-31$85,053,000
Employer contributions (assets) at end of year2016-12-31$5,080,947
Employer contributions (assets) at beginning of year2016-12-31$4,763,287
Income. Dividends from common stock2016-12-31$5,244,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$210,207,541
Contract administrator fees2016-12-31$1,882,064
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$44,418,131
Aggregate carrying amount (costs) on sale of assets2016-12-31$49,565,176
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$23,505,728
Total unrealized appreciation/depreciation of assets2015-12-31$23,505,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$764,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,012,433
Total income from all sources (including contributions)2015-12-31$285,547,497
Total loss/gain on sale of assets2015-12-31$2,491,172
Total of all expenses incurred2015-12-31$211,866,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$209,045,717
Expenses. Certain deemed distributions of participant loans2015-12-31$-27,240
Value of total corrective distributions2015-12-31$16,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$240,322,385
Value of total assets at end of year2015-12-31$2,624,028,814
Value of total assets at beginning of year2015-12-31$2,552,595,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,831,442
Total interest from all sources2015-12-31$2,703,018
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$29,224,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,758,689
Administrative expenses professional fees incurred2015-12-31$396,178
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$13,750
Contributions received from participants2015-12-31$103,882,656
Participant contributions at end of year2015-12-31$67,927,536
Participant contributions at beginning of year2015-12-31$64,500,712
Participant contributions at end of year2015-12-31$2,873,590
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,680,463
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,347,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,384,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$637,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,712,115
Other income not declared elsewhere2015-12-31$2,401,214
Administrative expenses (other) incurred2015-12-31$86,520
Liabilities. Value of operating payables at end of year2015-12-31$127,298
Liabilities. Value of operating payables at beginning of year2015-12-31$300,318
Total non interest bearing cash at end of year2015-12-31$61,973
Total non interest bearing cash at beginning of year2015-12-31$14,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$73,681,226
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,623,264,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,549,582,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$176,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,691,014,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,854,998,386
Interest on participant loans2015-12-31$2,703,018
Value of interest in master investment trust accounts at end of year2015-12-31$316,339,446
Value of interest in master investment trust accounts at beginning of year2015-12-31$322,225,767
Value of interest in common/collective trusts at end of year2015-12-31$273,562,293
Value of interest in common/collective trusts at beginning of year2015-12-31$62,657,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,456,631
Net investment gain or loss from common/collective trusts2015-12-31$3,540,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$265,138,238
Assets. Invements in employer securities at beginning of year2015-12-31$243,081,259
Contributions received in cash from employer2015-12-31$104,759,266
Employer contributions (assets) at end of year2015-12-31$4,763,287
Employer contributions (assets) at beginning of year2015-12-31$2,732,083
Income. Dividends from common stock2015-12-31$4,466,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$209,045,717
Contract administrator fees2015-12-31$2,172,214
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$45,369,888
Aggregate carrying amount (costs) on sale of assets2015-12-31$42,878,716
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$40,183,177
Total unrealized appreciation/depreciation of assets2014-12-31$40,183,177
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,012,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,931,865
Total income from all sources (including contributions)2014-12-31$376,567,580
Total loss/gain on sale of assets2014-12-31$2,457,377
Total of all expenses incurred2014-12-31$240,552,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$238,597,948
Expenses. Certain deemed distributions of participant loans2014-12-31$-27,240
Value of total corrective distributions2014-12-31$16,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$197,087,887
Value of total assets at end of year2014-12-31$2,552,595,307
Value of total assets at beginning of year2014-12-31$2,415,500,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,965,816
Total interest from all sources2014-12-31$2,627,740
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,857,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,795,060
Administrative expenses professional fees incurred2014-12-31$156,309
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$13,750
Contributions received from participants2014-12-31$91,799,837
Participant contributions at end of year2014-12-31$64,500,712
Participant contributions at beginning of year2014-12-31$63,194,235
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,469,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,384,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$43,625,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,712,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,864,952
Other income not declared elsewhere2014-12-31$2,141,794
Administrative expenses (other) incurred2014-12-31$190,477
Liabilities. Value of operating payables at end of year2014-12-31$300,318
Liabilities. Value of operating payables at beginning of year2014-12-31$66,913
Total non interest bearing cash at end of year2014-12-31$14,877
Total non interest bearing cash at beginning of year2014-12-31$-34,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$136,014,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,549,582,874
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,413,568,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$260,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,854,998,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,719,280,472
Interest on participant loans2014-12-31$2,627,740
Value of interest in master investment trust accounts at end of year2014-12-31$322,225,767
Value of interest in master investment trust accounts at beginning of year2014-12-31$334,485,818
Value of interest in common/collective trusts at end of year2014-12-31$62,657,356
Value of interest in common/collective trusts at beginning of year2014-12-31$43,504,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$88,827,573
Net investment gain or loss from common/collective trusts2014-12-31$1,411,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$243,081,259
Assets. Invements in employer securities at beginning of year2014-12-31$209,968,865
Contributions received in cash from employer2014-12-31$89,818,405
Employer contributions (assets) at end of year2014-12-31$2,732,083
Employer contributions (assets) at beginning of year2014-12-31$1,475,105
Income. Dividends from common stock2014-12-31$4,062,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$238,597,948
Contract administrator fees2014-12-31$1,358,739
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$27,012,451
Aggregate carrying amount (costs) on sale of assets2014-12-31$24,555,074
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$76,931,437
Total unrealized appreciation/depreciation of assets2013-12-31$76,931,437
Total transfer of assets to this plan2013-12-31$41,362,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,931,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,105,889
Total income from all sources (including contributions)2013-12-31$617,058,273
Total loss/gain on sale of assets2013-12-31$6,009,315
Total of all expenses incurred2013-12-31$224,398,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$221,611,786
Expenses. Certain deemed distributions of participant loans2013-12-31$698,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$171,282,934
Value of total assets at end of year2013-12-31$2,415,500,035
Value of total assets at beginning of year2013-12-31$1,981,652,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,088,675
Total interest from all sources2013-12-31$2,639,155
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,456,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,654,551
Administrative expenses professional fees incurred2013-12-31$164,304
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$84,210,934
Participant contributions at end of year2013-12-31$63,194,235
Participant contributions at beginning of year2013-12-31$62,693,621
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,209,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$43,625,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,150,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,864,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,773,700
Other income not declared elsewhere2013-12-31$1,888,598
Administrative expenses (other) incurred2013-12-31$212,113
Liabilities. Value of operating payables at end of year2013-12-31$66,913
Liabilities. Value of operating payables at beginning of year2013-12-31$332,189
Total non interest bearing cash at end of year2013-12-31$-34,652
Total non interest bearing cash at beginning of year2013-12-31$-139,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$392,659,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,413,568,170
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,979,546,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$221,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,719,280,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,375,738,738
Interest on participant loans2013-12-31$2,639,155
Value of interest in master investment trust accounts at end of year2013-12-31$334,485,818
Value of interest in master investment trust accounts at beginning of year2013-12-31$351,765,814
Value of interest in common/collective trusts at end of year2013-12-31$43,504,972
Value of interest in common/collective trusts at beginning of year2013-12-31$43,747,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$336,646,341
Net investment gain or loss from common/collective trusts2013-12-31$-406,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$209,968,865
Assets. Invements in employer securities at beginning of year2013-12-31$142,935,039
Contributions received in cash from employer2013-12-31$75,862,823
Employer contributions (assets) at end of year2013-12-31$1,475,105
Employer contributions (assets) at beginning of year2013-12-31$1,760,298
Income. Dividends from common stock2013-12-31$3,801,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$221,611,786
Contract administrator fees2013-12-31$1,490,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$34,539,228
Aggregate carrying amount (costs) on sale of assets2013-12-31$28,529,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-34,320,127
Total unrealized appreciation/depreciation of assets2012-12-31$-34,320,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,105,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$675,397
Total income from all sources (including contributions)2012-12-31$386,714,033
Total loss/gain on sale of assets2012-12-31$37,177,982
Total of all expenses incurred2012-12-31$251,120,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$248,887,756
Expenses. Certain deemed distributions of participant loans2012-12-31$768,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$153,685,234
Value of total assets at end of year2012-12-31$1,981,652,645
Value of total assets at beginning of year2012-12-31$1,844,628,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,463,890
Total interest from all sources2012-12-31$3,406,366
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,299,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$26,022,026
Administrative expenses professional fees incurred2012-12-31$198,080
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$82,405,888
Participant contributions at end of year2012-12-31$62,693,621
Participant contributions at beginning of year2012-12-31$59,506,444
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,610,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,150,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,325,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,773,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$245,399
Administrative expenses (other) incurred2012-12-31$266,660
Liabilities. Value of operating payables at end of year2012-12-31$332,189
Liabilities. Value of operating payables at beginning of year2012-12-31$429,998
Total non interest bearing cash at end of year2012-12-31$-139,070
Total non interest bearing cash at beginning of year2012-12-31$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$135,593,849
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,979,546,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,843,952,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$265,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,375,738,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,179,776,951
Interest on participant loans2012-12-31$3,406,366
Value of interest in master investment trust accounts at end of year2012-12-31$351,765,814
Value of interest in master investment trust accounts at beginning of year2012-12-31$358,711,266
Value of interest in common/collective trusts at end of year2012-12-31$43,747,809
Value of interest in common/collective trusts at beginning of year2012-12-31$83,727,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$174,437,920
Net investment gain or loss from common/collective trusts2012-12-31$10,324,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$142,935,039
Assets. Invements in employer securities at beginning of year2012-12-31$154,816,391
Contributions received in cash from employer2012-12-31$59,668,633
Employer contributions (assets) at end of year2012-12-31$1,760,298
Employer contributions (assets) at beginning of year2012-12-31$1,763,501
Income. Dividends from common stock2012-12-31$4,277,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$248,887,756
Contract administrator fees2012-12-31$733,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$96,751,568
Aggregate carrying amount (costs) on sale of assets2012-12-31$59,573,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EARNS & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,004,219
Total unrealized appreciation/depreciation of assets2011-12-31$4,004,219
Total transfer of assets to this plan2011-12-31$6,086,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$675,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$772,533
Total income from all sources (including contributions)2011-12-31$141,183,784
Total loss/gain on sale of assets2011-12-31$5,353,035
Total of all expenses incurred2011-12-31$166,932,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$165,015,677
Expenses. Certain deemed distributions of participant loans2011-12-31$125,989
Value of total corrective distributions2011-12-31$11,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$145,392,598
Value of total assets at end of year2011-12-31$1,844,628,304
Value of total assets at beginning of year2011-12-31$1,864,387,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,779,256
Total interest from all sources2011-12-31$2,706,972
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$29,145,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$26,085,126
Administrative expenses professional fees incurred2011-12-31$272,788
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$42,395
Contributions received from participants2011-12-31$78,134,682
Participant contributions at end of year2011-12-31$59,506,444
Participant contributions at beginning of year2011-12-31$53,969,182
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,592,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,325,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$245,399
Other income not declared elsewhere2011-12-31$1,119,464
Administrative expenses (other) incurred2011-12-31$238,835
Liabilities. Value of operating payables at end of year2011-12-31$429,998
Liabilities. Value of operating payables at beginning of year2011-12-31$402,707
Total non interest bearing cash at end of year2011-12-31$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,748,543
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,843,952,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,863,615,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$346,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,179,776,951
Interest on participant loans2011-12-31$2,706,972
Value of interest in master investment trust accounts at end of year2011-12-31$358,711,266
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,810,376,263
Value of interest in common/collective trusts at end of year2011-12-31$83,727,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-70,304,407
Net investment gain or loss from common/collective trusts2011-12-31$-6,614,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$154,816,391
Contributions received in cash from employer2011-12-31$59,664,925
Employer contributions (assets) at end of year2011-12-31$1,763,501
Employer contributions (assets) at beginning of year2011-12-31$42,395
Income. Dividends from common stock2011-12-31$3,060,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$165,015,677
Contract administrator fees2011-12-31$921,394
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$369,826
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$55,659,489
Aggregate carrying amount (costs) on sale of assets2011-12-31$50,306,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$81,354,928
Total transfer of assets from this plan2010-12-31$887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$772,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$195,923
Total income from all sources (including contributions)2010-12-31$382,706,175
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$174,167,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$172,577,479
Expenses. Certain deemed distributions of participant loans2010-12-31$-40,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$166,229,003
Value of total assets at end of year2010-12-31$1,864,387,840
Value of total assets at beginning of year2010-12-31$1,573,918,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,630,442
Total interest from all sources2010-12-31$2,855,627
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$281,941
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$86,851
Contributions received from participants2010-12-31$73,648,787
Participant contributions at end of year2010-12-31$53,969,182
Participant contributions at beginning of year2010-12-31$49,419,771
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$11,889
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,018,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,379
Other income not declared elsewhere2010-12-31$213,621,545
Administrative expenses (other) incurred2010-12-31$205,448
Liabilities. Value of operating payables at end of year2010-12-31$402,707
Liabilities. Value of operating payables at beginning of year2010-12-31$127,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$208,539,169
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,863,615,307
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,573,722,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$134,983
Interest on participant loans2010-12-31$2,855,627
Value of interest in master investment trust accounts at end of year2010-12-31$1,810,376,263
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,523,620,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$86,561,983
Employer contributions (assets) at end of year2010-12-31$42,395
Employer contributions (assets) at beginning of year2010-12-31$864,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$172,577,479
Contract administrator fees2010-12-31$1,008,070
Liabilities. Value of benefit claims payable at end of year2010-12-31$369,826
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$67,974
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : CARDINAL HEALTH 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDINAL HEALTH 401(K) SAVINGS PLAN

2022: CARDINAL HEALTH 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDINAL HEALTH 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDINAL HEALTH 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDINAL HEALTH 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARDINAL HEALTH 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARDINAL HEALTH 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARDINAL HEALTH 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDINAL HEALTH 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDINAL HEALTH 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDINAL HEALTH 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDINAL HEALTH 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDINAL HEALTH 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDINAL HEALTH 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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