2023 Form 5500 filing — Carefirst, Inc. Retirement 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 20241014110352NAL0025994049001) for Carefirst, Inc. Retirement Plan, reported by Carefirst, Inc. under EIN 52-2069215 and plan number 003. It reports 4,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110352NAL0025994049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carefirst, Inc.
- EIN
- 52-2069215
- Plan number
- 003
- Location
- Owings Mills, MD
- Participants
- 4,822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $572,924,000
- Total liabilities (EOY)
- $360,000
- Net assets (EOY)
- $572,564,000
- Employer contributions
- $5,402,000
- Total income / additions
- $50,762,000
- Benefits paid
- $46,777,000
- Administrative expenses
- $3,138,000
- Total expenses
- $49,915,000
- Net increase / (decrease)
- $847,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $715,072 | not reported in the loaded dataset |
| Morneau Shepell Limited | NONE | $615,786 | not reported in the loaded dataset |
| Dodge And Cox | NONE | $344,303 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $329,511 | $0 |
| Silchester | NONE | $325,285 | $0 |
| Hood River Capital Management | NONE | $274,174 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $218,059 | not reported in the loaded dataset |
| Franklin Templeton Institutional | NONE | $166,066 | $0 |
| State Street Global Advisors | NONE | $105,624 | $0 |
| Callan Associate, Inc. | NONE | $29,847 | not reported in the loaded dataset |
| Jackson Lewis | NONE | $11,687 | not reported in the loaded dataset |