Community Access Unlimited, Inc Welfare Benefit Plan — Form 5500 plan (Community Access Unlimited, Inc. Welfare Benefit Plan)
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, Community Access Unlimited, Inc Welfare Benefit Plan is a benefit plan reported by Community Access Unlimited, Inc. Welfare Benefit Plan under EIN 22-2318586 and plan number 501. The latest loaded filing year is 2023. The filing reports 594 participants and $10,062,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Access Unlimited, Inc. Welfare Benefit Plan
- EIN
- 22-2318586
- Plan number
- 501
- Plan type
- 2
- Location
- Elizabeth, NJ
- Latest filing year
- 2023
- Participants
- 594
- End-of-year plan assets
- $10,062,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20250107152924NAL0005271459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,062,049
- Total liabilities (EOY)
- $5,449,670
- Net assets (EOY)
- $4,612,379
- Net assets (BOY)
- $7,282,793
Income & contributions
- Employer contributions
- $9,874,446
- Participant contributions
- $332,915
- Total contributions
- $10,207,361
- Total income / additions
- $10,868,958
Expenses & distributions
- Benefits paid
- $13,139,734
- Administrative expenses
- $399,638
- Total expenses
- $13,539,372
- Net increase / (decrease)
- -$2,670,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $1,093,597 | not reported in the loaded dataset | 2023 |
| Community Access Unlimited | NONE | $306,221 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $35,469 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $29,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Access Unlimited, Inc. Welfare Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elizabeth, NJ
- Aetna Life Insurance Company — Schedule C compensation
- Community Access Unlimited — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation