# Form 5500 Schedule H plan financials (claims paid, admin expenses, assets)

`drug_silver.fact_form5500_financials` · Drugs and formularies · status live · 1,513,019 rows

DOL EFAST2 Form 5500 Schedule H rows: benefits actually paid (tot_distrib_bnft_usd), carrier-paid benefits, the itemized administrative-expense block including contract-administrator/TPA fees, contributions, income and beginning/end-of-year assets. This is the CLAIMS-PAID denominator: Schedule C says what the plan paid its vendors, Schedule A says what it paid its carrier and broker, and only Schedule H says what it paid for CARE. All 1,513,019 rows join to fact_form5500_filing on ack_id. First loaded 2026-07-26.

**Grain.** One row per filing that attached a Schedule H - key ack_id ALONE (Schedule H has no FORM_ID column); served plan years 2009-2025. Plan year 2025 is PARTIAL.

| column | type | meaning |
|---|---|---|
| ack_id | string |  |
| plan_year | int |  |
| sch_h_tax_prd | string |  |
| plan_number | string |  |
| sponsor_ein | string |  |
| tot_distrib_bnft_usd | double |  |
| ins_carrier_bnfts_usd | double |  |
| tot_corrective_distrib_usd | double |  |
| professional_fees_usd | double |  |
| contract_admin_fees_usd | double |  |
| invst_mgmt_fees_usd | double |  |
| other_admin_fees_usd | double |  |
| tot_admin_expenses_usd | double |  |
| tot_expenses_usd | double |  |
| tot_contrib_usd | double |  |
| tot_income_usd | double |  |
| tot_assets_boy_usd | double |  |
| tot_assets_eoy_usd | double |  |
| observed_period | date |  |
| asserted_at | date |  |
| effective_period_start | date |  |
| effective_period_end | date |  |
| cms_vintage_sequence | int |  |
| parse_revision | int |  |
| parser_artifact_hash | string |  |
| source_url | string |  |
| sha256_content_hash | string |  |
| source_id | string |  |
| is_current | boolean |  |
| bronze_object_key | string |  |
| s3_version_id | string |  |
| vintage_tag | string |  |
| drug_source_version_id | string |  |

Query it: `query_substrate` with `SELECT ... FROM drug_silver.fact_form5500_financials WHERE ... LIMIT 100`; read `describe_data_source("drug_silver.fact_form5500_financials")` first.