2023 Form 5500 filing — Caregility Corporation Employee Benefit Plan
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 20240904132508NAL0020250033001) for Caregility Corporation Employee Benefit Plan, reported by Caregility Corporation under EIN 84-1806604 and plan number 501. It reports 90 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904132508NAL0020250033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caregility Corporation
- EIN
- 84-1806604
- Plan number
- 501
- Location
- Eatontown, NJ
- Participants
- 90
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,270
- Total liabilities (EOY)
- $155,945
- Net assets (EOY)
- -$127,675
- Employer contributions
- $839,796
- Participant contributions
- $352,599
- Total income / additions
- $1,192,656
- Benefits paid
- $877,999
- Administrative expenses
- $14,529
- Total expenses
- $1,320,331
- Net increase / (decrease)
- -$127,675
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Innovative Benefit Planning, L.L.C. | BROKER | $8,651 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $5,693 | not reported in the loaded dataset |
| Meritain Health, An Aetna Company | CARRIER | $3,772 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $1,606 | not reported in the loaded dataset |