Plan5500

Case Management Unit — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Case Management Unit (EIN 25-1635351) is a plan sponsor located in Harrisburg, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-1635351
Location
Harrisburg, PA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,508,908
Total reported assets$4.5M$4,508,908
Total reported participants169
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$113.7K
Participant contributions$189K
Total income / additions$813K
Expenses & distributions
Benefits paid / distributions$317.9K
Total expenses$358.7K
Net increase / (decrease)$454.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Case Management 401(K) Savings Plan
Participants per plan169Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Case Management 401(K) Savings Plan$4.5M
    Plan #001 · 169 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Case Management Unit
YearPlanParticipantsSchedulesFiling
2023Case Management 401(K) Savings Plan169H, C20250310152430NAL0016344193001

Related Form 5500 pages