Unlimited Care, Inc. 401(K) Plan — Form 5500 plan (Unlimited Care, Inc.)
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, Unlimited Care, Inc. 401(K) Plan is a benefit plan reported by Unlimited Care, Inc. under EIN 13-2808207 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,040 participants and $9,974,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unlimited Care, Inc.
- EIN
- 13-2808207
- Plan number
- 001
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 3,040
- End-of-year plan assets
- $9,974,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,040 | H, C | 20241015112236NAL0014475667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,974,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,974,016
- Net assets (BOY)
- $8,624,900
Income & contributions
- Employer contributions
- $120,326
- Participant contributions
- $953,759
- Total contributions
- $1,085,189
- Total income / additions
- $2,460,853
Expenses & distributions
- Benefits paid
- $892,855
- Administrative expenses
- $218,882
- Total expenses
- $1,111,737
- Net increase / (decrease)
- $1,349,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $145,465 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $51,920 | $5,494 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,497 | $37 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unlimited Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation