2023 Form 5500 filing — Care Plus Nj, Inc. Union 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 20241015140352NAL0029903617001) for Care Plus Nj, Inc. Union Plan, reported by Care Plus Nj, Inc. under EIN 22-2181654 and plan number 002. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140352NAL0029903617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care Plus Nj, Inc.
- EIN
- 22-2181654
- Plan number
- 002
- Location
- Paramus, NJ
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,404,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,404,780
- Employer contributions
- $38,531
- Participant contributions
- $166,044
- Total income / additions
- $740,195
- Benefits paid
- $214,948
- Administrative expenses
- $21,107
- Total expenses
- $236,055
- Net increase / (decrease)
- $504,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,200 | $0 |
| Hudson Heritage Capital Mgmt | OTHER SERVICES | $0 | $923 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |