Case Management 401(K) Savings Plan — Form 5500 plan (Case Management Unit)
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, Case Management 401(K) Savings Plan is a benefit plan reported by Case Management Unit under EIN 25-1635351 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $4,508,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Case Management Unit
- EIN
- 25-1635351
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $4,508,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20250310152430NAL0016344193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,508,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,508,908
- Net assets (BOY)
- $4,054,659
Income & contributions
- Employer contributions
- $113,681
- Participant contributions
- $188,984
- Total contributions
- $302,665
- Total income / additions
- $812,954
Expenses & distributions
- Benefits paid
- $317,930
- Administrative expenses
- $40,775
- Total expenses
- $358,705
- Net increase / (decrease)
- $454,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $20,911 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement | RECORDKEEPER | $18,002 | $0 | 2023 |
| Pennsylvania Pension Planners, Inc. | RECORDKEEPER | $1,860 | $0 | 2023 |