2023 Form 5500 filing — 401(K) Plan Of Careplus Bergen For Union Employees
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 20240917103346NAL0004932432001) for 401(K) Plan Of Careplus Bergen For Union Employees, reported by Careplus Bergen Inc. under EIN 82-2081292 and plan number 002. It reports 2,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917103346NAL0004932432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Careplus Bergen Inc.
- EIN
- 82-2081292
- Plan number
- 002
- Location
- Paramus, NJ
- Participants
- 2,108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,671,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,671,317
- Employer contributions
- $695,519
- Participant contributions
- $4,598,402
- Total income / additions
- $13,950,909
- Benefits paid
- $4,078,695
- Administrative expenses
- $467,609
- Total expenses
- $4,604,692
- Net increase / (decrease)
- $9,346,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $434,308 | $0 |
| Capfinancial Partners, LLC | NONE | $33,301 | not reported in the loaded dataset |