2023 Form 5500 filing — 403(B) Thrift Plan For Cpc Integrated Health, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717111943NAL0008526818001) for 403(B) Thrift Plan For Cpc Integrated Health, Inc., reported by Cpc Integrated Health, Inc. under EIN 21-0719369 and plan number 003. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240717111943NAL0008526818001
Filing year
2023
Form type
2
Plan sponsor
Cpc Integrated Health, Inc.
EIN
21-0719369
Plan number
003
Location
Eatontown, NJ
Participants
466
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,171,800
Total liabilities (EOY)
$0
Net assets (EOY)
$26,171,800
Employer contributions
$598,374
Participant contributions
$1,465,003
Total income / additions
$5,555,421
Benefits paid
$1,196,430
Administrative expenses
$23,291
Total expenses
$1,219,721
Net increase / (decrease)
$4,335,700
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Capital GroupINVESTMENT ADVISORY$0$52,835
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,345$0

Related Form 5500 pages