2023 Form 5500 filing — Ciena Healthcare Management, 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 20250122141228NAL0003243891001) for Ciena Healthcare Management, Inc. 401(K) Plan, reported by Ciena Healthcare Management, Inc. under EIN 38-3439639 and plan number 001. It reports 13,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122141228NAL0003243891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ciena Healthcare Management, Inc.
- EIN
- 38-3439639
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 13,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,299,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,299,192
- Employer contributions
- $5,337,592
- Participant contributions
- $10,308,805
- Total income / additions
- $33,107,783
- Benefits paid
- $11,380,361
- Administrative expenses
- $628,256
- Total expenses
- $12,017,795
- Net increase / (decrease)
- $21,089,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Pension Services LLC | NONE | $110,174 | not reported in the loaded dataset |
| Usi Advisors Inc | NONE | $99,972 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $89,242 | not reported in the loaded dataset |
| Gregory J Schwartz & Co., Inc | NONE | $34,000 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $29,171 | $0 |
| Schwartz And Co Inc | NONE | $17,000 | not reported in the loaded dataset |