2023 Form 5500 filing — Professional Case Management 401(K) 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 20241007174334NAL0009094067001) for Professional Case Management 401(K) Plan, reported by Act For Health Dba Professional Case Management under EIN 84-1383042 and plan number 001. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007174334NAL0009094067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Act For Health Dba Professional Case Management
- EIN
- 84-1383042
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,911,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,911,240
- Employer contributions
- $501,965
- Participant contributions
- $1,580,722
- Total income / additions
- $2,992,681
- Benefits paid
- $399,872
- Administrative expenses
- $3,840
- Total expenses
- $403,712
- Net increase / (decrease)
- $2,588,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,840 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Prudential Total Return | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Eagleasset | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Principal Funds | NONE | $0 | $0 |
| Alliance Bernstein Fund | NONE | $0 | $0 |