2023 Form 5500 filing — Carepathrx 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 20250808151002NAL0002683459001) for Carepathrx 401(K) Plan, reported by Carepathrx Midco Inc. under EIN 84-3548586 and plan number 001. It reports 2,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250808151002NAL0002683459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carepathrx Midco Inc.
- EIN
- 84-3548586
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 2,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,913,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,913,659
- Employer contributions
- $3,383,835
- Participant contributions
- $7,876,640
- Total income / additions
- $22,588,082
- Benefits paid
- $20,709,373
- Administrative expenses
- $240,908
- Total expenses
- $21,044,345
- Net increase / (decrease)
- $1,543,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $188,051 | $0 |
| Resources Investment Advisors Inc | NONE | $50,000 | not reported in the loaded dataset |