Employers › IMS Health
Recordkeeping fees per participant · IQVIA 401(k) Plan · plan year 2024
$30.10
Higher than 42% of the 790 plans over $1B that report it.
= $962,169 / 31,970
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009075503NAL0003724867001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009075503NAL0003724867001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$37.43
Higher than 36% of the 1,045 plans over $1B that report it.
= $1,196,483 / 31,970
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009075503NAL0003724867001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009075503NAL0003724867001, received 2025-10-09
Administrative expenses per participant
$54.90
Higher than 36% of the 1,076 plans over $1B that report it.
= $1,755,097 / 31,970
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009075503NAL0003724867001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009075503NAL0003724867001, received 2025-10-09
Administrative expenses as a share of assets
0.049%
Higher than 53% of the 1,076 plans over $1B that report it.
= $1,755,097 / $3,562,074,672
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009075503NAL0003724867001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009075503NAL0003724867001, received 2025-10-09
Employer contributions per participant
$2,510
Higher than 28% of the 1,135 plans over $1B that report it.
= $80,239,170 / 31,970
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009075503NAL0003724867001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009075503NAL0003724867001, received 2025-10-09
Employer share of total contributions
26.3%
Higher than 26% of the 1,135 plans over $1B that report it.
= $80,239,170 / $304,734,871
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009075503NAL0003724867001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009075503NAL0003724867001, received 2025-10-09
Plan terms are described in IMS Health Inc's SEC filings: Form 11-K filed 2009-06-29 and Form 10-K filed 2010-02-17. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009075503NAL0003724867001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | IQVIA INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Plan name | IQVIA 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Sponsor EIN / plan number | 06-1506026 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Sponsor location | DURHAM, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Participants, beginning of year | 34,208 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Active participants | 19,072 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Participants, end of year | 33,208 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Participants with an account balance | 31,970 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total assets, beginning of year | $3,101,433,807 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total assets, end of year | $3,562,074,672 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Net assets, end of year | $3,562,074,672 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total income | $777,263,899 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Net income | $460,640,865 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Employer contributions | $80,239,170 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Participant contributions | $194,151,834 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $30,343,867 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total contributions | $304,734,871 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Benefit payments | $314,611,835 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $316,623,034 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Total administrative expenses | $1,755,097 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Contract administrator fees | $4,500 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Recordkeeping fees | $962,169 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| IQPA audit fees | $27,221 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Investment advisory and management fees | $558,614 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Administrative expenses excluding investment management | $1,196,483 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Held in common/collective trusts | $3,335,660,612 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Held in mutual funds | $189,468,702 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009075503NAL0003724867001, received 2025-10-09 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009075503NAL0003724867001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009075503NAL0003724867001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTSrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $838,915 | no |
| STRATEGIC ADVISORS, INC | ADVISOR | 27 Investment advisory (plan) | $558,614 | no |
| TOWERS WATSON INVESTMENT SERVICES | CONSULTANT | 16 Consulting (general); 27 Investment advisory (plan) | $142,546 | no |
| MCGLADREY & PULLEN | NONE | 16 Consulting (general) | $127,754 | no |
| VERRILL DANA LLP | ATTORNEY/LEGAL | 29 Legal; 16 Consulting (general) | $60,047 | no |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $27,221 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009075503NAL0003724867001, received 2025-10-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,101,433,807 | $3,562,074,672 | 14.9% |
| Participants with a balance | 32,426 | 31,970 | -1.4% |
| Administrative expenses | $1,784,866 | $1,755,097 | -1.7% |
| Recordkeeping fees per participant | not reported | $30.10 | |
| Employer contributions | $81,026,702 | $80,239,170 | -1.0% |
Prior filing 20241010082504NAL0039511362001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: IQVIA INC.; SEC registrant: IMS HEALTH INC (CIK 1058083, matched by EIN).