2023 Form 5500 filing — Case Management 401(K) Savings 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 20250310152430NAL0016344193001) for Case Management 401(K) Savings Plan, reported by Case Management Unit under EIN 25-1635351 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310152430NAL0016344193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case Management Unit
- EIN
- 25-1635351
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,508,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,508,908
- Employer contributions
- $113,681
- Participant contributions
- $188,984
- Total income / additions
- $812,954
- Benefits paid
- $317,930
- Administrative expenses
- $40,775
- Total expenses
- $358,705
- Net increase / (decrease)
- $454,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $20,911 | not reported in the loaded dataset |
| Transamerica Retirement | RECORDKEEPER | $18,002 | $0 |
| Pennsylvania Pension Planners, Inc. | RECORDKEEPER | $1,860 | $0 |