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, Healthbridge Management 401(K) Plan is a benefit plan reported by Care One Management, LLC under EIN 20-0219127 and plan number 003. The latest loaded filing year is 2023. The filing reports 34 participants and $72,520,803 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,520,803
- Total liabilities (EOY)
- $12,951
- Net assets (EOY)
- $72,507,852
- Net assets (BOY)
- $58,607,060
Income & contributions
- Employer contributions
- $1,072,236
- Participant contributions
- $8,844,123
- Total contributions
- $10,498,152
- Total income / additions
- $20,149,840
Expenses & distributions
- Benefits paid
- $5,807,139
- Administrative expenses
- $297,749
- Total expenses
- $6,167,131
- Net increase / (decrease)
- $13,982,709