Caremount Health Solutions Incentive Savings And Profit Sharing Plan — Form 5500 plan (Caremount Health Solutions, 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, Caremount Health Solutions Incentive Savings And Profit Sharing Plan is a benefit plan reported by Caremount Health Solutions, LLC under EIN 38-4103290 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,504 participants and $562,882,480 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caremount Health Solutions, LLC
EIN
38-4103290
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
4,504
End-of-year plan assets
$562,882,480

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,504H, C20240920161324NAL0003049891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$562,882,480
Total liabilities (EOY)
$0
Net assets (EOY)
$562,882,480
Net assets (BOY)
$522,312,763

Income & contributions

Employer contributions
$7,535,100
Participant contributions
$10,436,827
Total contributions
$27,839,793
Total income / additions
$115,780,023

Expenses & distributions

Benefits paid
$75,109,098
Administrative expenses
$85,782
Total expenses
$75,210,306
Net increase / (decrease)
$40,569,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Instit Op Co, LLCRECORDKEEPER$64,417$02023
Baker Tilly Us, LlpACCOUNTANT/ AUDITOR$21,600not reported in the loaded dataset2023

Related Form 5500 pages