CVS Health Corporation, Woonsocket, RI. EIN 05-0494040. Annual reports 2009–2024. Also filed as Neighborcare, Inc.; Omnicare, Inc.; CVS Caremark Corporation - HR Retirement Benefits; CVS Caremark Corporation HR Retirement Benefits.
CVS Health Corporation has 2 active retirement plans on file. The largest is the CVS Health Future Fund 401(k) Plan, with 385,927 participants and $30.1 billion in assets in 2024. Vanguard has been its recordkeeper since 2019.
Earlier plan names: 401(k) Plan and the Employee Stock Ownership Plan of CVS Caremark Corporation and Affiliated Companies; 401(k) Plan and the Employee Stock Ownership Plan of CVS Health Corporation and Affiliated Companies.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
385,927
$30.1 billion
Vanguard
2023
307,068
$27.6 billion
Vanguard
2022
329,809
$24.2 billion
Vanguard
2021
331,674
$28.7 billion
Vanguard
2020
377,815
$25.0 billion
Vanguard
2019
237,061
$12.7 billion
Vanguard
2018
198,075
$10.3 billion
Conduent
2017
201,001
$10.9 billion
Conduent
2016
184,061
$9.4 billion
Conduent
2015
172,495
$8.4 billion
Conduent
2014
168,083
$8.3 billion
Conduent
2013
162,710
$7.6 billion
Conduent
2012
143,394
$6.2 billion
Conduent
2011
140,257
$4.8 billion
Conduent
2010
141,340
$4.8 billion
Conduent
2009
141,202
$4.2 billion
Conduent
CVS Health Puerto Rico Savings Plan
Profit-sharing planActive
Active. The plan filed its annual report for the 2024 plan year.
Earlier plan names: CVS Caremark Retirement Savings Plan for Puerto Rico Employees.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
354
$11.0 million
Vanguard
2023
750
$14.3 million
Vanguard
2022
764
$11.7 million
Vanguard
2021
859
$14.2 million
Vanguard
2020
909
$11.4 million
Vanguard
2019
861
$9.3 million
Vanguard
2018
646
$6.3 million
Oriental Group Trust
2017
695
$6.0 million
Oriental Group Trust
2016
656
$4.3 million
Oriental Group Trust
2015
638
$3.3 million
Oriental Group Trust
2014
665
$2.5 million
Oriental Group Trust
2013
530
$2.5 million
Oriental Group Trust
2012
503
$1.8 million
Oriental Group Trust
2011
370
$1.3 million
Oriental Group Trust
2010
240
$1.4 million
not listed
2009
37
$404,074
not listed
CVS Health Corporation Legacy Pension Plan
Pension (defined benefit), frozenStopped filing
No annual report since the 2017 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Earlier plan names: Revco D.S., Inc. Retirement Income Plan for Former Employees.
Year by year, 2013 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
126
$949,988
Mercer
2016
14,805
$623 million
Mercer
2015
15,112
$614 million
Mercer
2014
8,246
$361 million
Conduent
2013
8,411
$326 million
Conduent
Omnicare General Pension Plan
Pension (defined benefit), frozenClosed
Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.
Plan number
030Employer EIN 05-0494040
Participants (2016)
184
Net assets (2016)
$4.4 million
Plan administrator
CVS Health Corporation HR Retirement Benefits, Mc 1110, One CVS Drive Woonsocket, RI 02895 (401) 770-7153As filed for 2017
In effect since
January 1, 1986
Earlier sponsor: Omnicare, Inc. (2009–2014).
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
not listed
2016
184
$4.4 million
not listed
2015
411
$7.6 million
not listed
2014
418
$4.6 million
not listed
2013
419
$4.4 million
not listed
2012
423
$4.6 million
not listed
2011
423
$4.5 million
not listed
2010
425
$4.1 million
not listed
2009
426
$3.9 million
not listed
Neighborcare, Inc. Union 401(k) Plan
401(k)MergedUnion (multiemployer)
Merged. In 2016 its assets moved to the 401(k) Plan and the Employee Stock Ownership Plan of CVS Health Corporation and Affiliated Companies, sponsored by CVS Health Corporation (EIN 05-0494040, plan 017). Accounts moved with them, so that plan is the one to contact.
Plan number
029Employer EIN 05-0494040
Participants (2015)
49
Net assets (2015)
$1.6 million
Plan administrator
CVS Health Corporation One CVS Drive, HR Retirement Benefits Woonsocket, RI 02895 (401) 770-5547As filed for 2016
In effect since
September 1, 2003
Earlier sponsor: Neighborcare, Inc. (2009–2014).
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
not listed
2015
49
$1.6 million
not listed
2014
60
$2.0 million
not listed
2013
63
$1.9 million
not listed
2012
71
$1.8 million
not listed
2011
79
$1.9 million
not listed
2010
82
$1.9 million
not listed
2009
88
$1.9 million
not listed
Omnicare Employees Savings and Investment Plan
401(k) with ESOPMerged
Merged. In 2016 its assets moved to the 401(k) Plan and the Employee Stock Ownership Plan of CVS Health Corporation and Affiliated Companies, sponsored by CVS Health Corporation (EIN 05-0494040, plan 017). Accounts moved with them, so that plan is the one to contact.
Merged. In 2015 its assets moved to the CVS Health Corporation Legacy Pension Plan, sponsored by CVS Health Corporation (EIN 05-0494040, plan 027). Accounts moved with them, so that plan is the one to contact.
Merged. In 2015 its assets moved to the CVS Health Corporation Legacy Pension Plan, sponsored by CVS Health Corporation (EIN 05-0494040, plan 027). Accounts moved with them, so that plan is the one to contact.
Merged. In 2015 its assets moved to the CVS Health Legacy Pension Plan, sponsored by CVS Health Corporation (EIN 05-0494040, plan 027). Accounts moved with them, so that plan is the one to contact.
Merged. In 2012 its assets moved to the 401(k) Plan and the Employee Stock Ownership Plan of CVS Caremark Corp and Affiliated Companies, sponsored by CVS Health Corporation (EIN 05-0494040, plan 017). Accounts moved with them, so that plan is the one to contact.
CVS Caremark Corporation One CVS Drive, C/O HR Retirement Benefits Woonsocket, RI 02895 (401) 770-3604As filed for 2012
In effect since
November 30, 1992
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
Principal
2011
16,556
$612 million
Principal
2010
16,140
$618 million
Principal
2009
17,249
$522 million
Principal
If you had money in one of these plans
Call Vanguard (investor.vanguard.com), which runs the CVS Health Future Fund 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((888) 694-7287). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.