2023 Form 5500 filing — Carepoint Health, LLC 401(K) Profit Sharing 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 20241009100720NAL0030877984001) for Carepoint Health, LLC 401(K) Profit Sharing Plan, reported by Carepoint Health, LLC under EIN 83-1024601 and plan number 002. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100720NAL0030877984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carepoint Health, LLC
- EIN
- 83-1024601
- Plan number
- 002
- Location
- Greenwood Village, CO
- Participants
- 1,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $307,787,678
- Total liabilities (EOY)
- $4,016
- Net assets (EOY)
- $307,783,662
- Employer contributions
- $11,071,865
- Participant contributions
- $9,988,220
- Total income / additions
- $68,810,337
- Benefits paid
- $9,772,246
- Administrative expenses
- $351,713
- Total expenses
- $10,137,497
- Net increase / (decrease)
- $58,672,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Physician Wealth Advisors Inc | NONE | $102,947 | not reported in the loaded dataset |
| Nwps | NONE | $80,878 | not reported in the loaded dataset |
| Cerdrus LLC | NONE | $54,101 | not reported in the loaded dataset |
| Wealthsource Partners LLC | NONE | $24,524 | not reported in the loaded dataset |
| Cherry Creek Investment Adv | NONE | $19,844 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $17,458 | $0 |
| Wealth Enhancemnet Advisory Se | NONE | $16,565 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $9,425 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $8,419 | not reported in the loaded dataset |
| Pj Roland | NONE | $7,725 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $5,905 | not reported in the loaded dataset |