Plan5500

Carisk Partners — 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, Carisk Partners (EIN 27-3766484) is a plan sponsor located in Florham Park, NJ with 4 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
27-3766484
Location
Florham Park, NJ
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carisk Partners

  • 6 loaded plans hold $5M in reported assets.
  • The largest, Carisk Partners, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 815 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$5,029,898
Total reported assets$5M$5,029,898
Total reported participants815
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$170.8K
Participant contributions$1.1M
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$276.7K
Total expenses$277.1K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%Carisk Partners, Inc. 401(K) Plan
Participants per plan136Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Carisk Partners, Inc. 401(K) Plan$5M
    Plan #001 · 195 participants · 2023
  2. 2
    Carisk Partners, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 155 participants · 2023
  3. 3
    Carisk Partners Inc. Eap Benefitsnot reported in the loaded dataset
    Plan #506 · 139 participants · 2023
  4. 4
    Carisk Partners Inc. Stop Loss Benefitnot reported in the loaded dataset
    Plan #504 · 111 participants · 2023
  5. 5
    Carisk Partners Inc. Tpanot reported in the loaded dataset
    Plan #505 · 111 participants · 2023
  6. 6
    Carisk Partners , Inc. Dental Benefitsnot reported in the loaded dataset
    Plan #503 · 104 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carisk Partners. Open one for its full reported snapshot.

  1. 2023
    Carisk Partners, Inc. 401(K) Plan195 participants · 2Sch HSch C
    View filing →
  2. 2023
    Carisk Partners , Inc. Dental Benefits104 participants · 2No schedules
    View filing →
  3. 2023
    Carisk Partners Inc. Tpa111 participants · 2No schedules
    View filing →
  4. 2023
    Carisk Partners Inc. Eap Benefits139 participants · 2No schedules
    View filing →
  5. 2023
    Carisk Partners, Inc. Health And Welfare Benefit Plan155 participants · 2No schedules
    View filing →
  6. 2023
    Carisk Partners Inc. Stop Loss Benefit111 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carisk Partners report on Form 5500?
Carisk Partners (EIN 27-3766484) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carisk Partners?
The Employer Identification Number (EIN) reported for Carisk Partners is 27-3766484.
What is the latest Form 5500 filing year for Carisk Partners?
The latest loaded Form 5500 filing year for Carisk Partners is 2023.

Related Form 5500 pages