2023 Form 5500 filing — Carepoint 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 20241015171716NAL0016954099002) for Carepoint 401(K) Plan, reported by Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center) under EIN 45-2147328 and plan number 004. It reports 4,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015171716NAL0016954099002
Filing year
2023
Form type
3
Plan sponsor
Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center)
EIN
45-2147328
Plan number
004
Location
Hoboken, NJ
Participants
4,264
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$150,135,682
Net assets (EOY)
$150,135,682
Employer contributions
$2,183,303
Participant contributions
$9,283,075
Total income / additions
$34,472,243
Benefits paid
$9,167,313
Administrative expenses
$321,027
Total expenses
$9,710,566
Net increase / (decrease)
$24,761,677
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valic Retirement Services CompanyNONE$252,243$0

Related Form 5500 pages