2023 Form 5500 filing — The Carefirst 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 20241014105535NAL0025979937001) for The Carefirst 401(K) Plan, reported by Carefirst, Inc. under EIN 52-2069215 and plan number 002. It reports 7,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105535NAL0025979937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carefirst, Inc.
- EIN
- 52-2069215
- Plan number
- 002
- Location
- Owings Mills, MD
- Participants
- 7,809
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $919,968,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $919,968,000
- Employer contributions
- $47,386,000
- Participant contributions
- $52,363,000
- Total income / additions
- $249,956,000
- Benefits paid
- $87,236,000
- Administrative expenses
- $290,000
- Total expenses
- $87,539,000
- Net increase / (decrease)
- $162,417,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Oper Co LLC | RECORDKEEPER | $290,000 | $0 |