Carespring Health Care Management Savings & Retirement Plan — Form 5500 plan (Carespring Health Care Management, LLC)

Plain-English plan 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, Carespring Health Care Management Savings & Retirement Plan is a benefit plan reported by Carespring Health Care Management, LLC under EIN 01-0885621 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,894 participants and $25,665,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carespring Health Care Management, LLC
EIN
01-0885621
Plan number
001
Plan type
2
Location
Loveland, OH
Latest filing year
2023
Participants
1,894
End-of-year plan assets
$25,665,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,894H, C20241015144249NAL0016652947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,665,494
Total liabilities (EOY)
$0
Net assets (EOY)
$25,665,494
Net assets (BOY)
$17,560,226

Income & contributions

Employer contributions
$144,955
Participant contributions
$3,218,406
Total contributions
$3,718,930
Total income / additions
$7,401,050

Expenses & distributions

Benefits paid
$2,322,601
Administrative expenses
$151,421
Total expenses
$2,489,920
Net increase / (decrease)
$4,911,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$147,290$02023

Related Form 5500 pages