2023 Form 5500 filing — Unlimited Care, Inc. 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 20241015112236NAL0014475667001) for Unlimited Care, Inc. 401(K) Plan, reported by Unlimited Care, Inc. under EIN 13-2808207 and plan number 001. It reports 3,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112236NAL0014475667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unlimited Care, Inc.
- EIN
- 13-2808207
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 3,040
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,974,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,974,016
- Employer contributions
- $120,326
- Participant contributions
- $953,759
- Total income / additions
- $2,460,853
- Benefits paid
- $892,855
- Administrative expenses
- $218,882
- Total expenses
- $1,111,737
- Net increase / (decrease)
- $1,349,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $145,465 | $0 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $51,920 | $5,494 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,497 | $37 |