Carelon Peo 401(K) Plan — Form 5500 plan (Caremore Medical Group Of Tennessee, P.C.)
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, Carelon Peo 401(K) Plan is a benefit plan reported by Caremore Medical Group Of Tennessee, P.C. under EIN 47-1878423 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $70,085,934 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$70.1MPlan net assets, end of year$70,085,934
Participants794Covered participants reported
Assets / participant$88.3KComputed: assets ÷ participants$88,269 (computed)
Provider compensation$51.3K3 Schedule C provider row(s)$51,279
- Plan sponsor
- Caremore Medical Group Of Tennessee, P.C.
- EIN
- 47-1878423
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20241004134400NAL0019724896001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$70.1M total assets
Net assets$70.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $70,085,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,085,934
- Net assets (BOY)
- $56,819,638
Income & contributions
- Employer contributions
- $3,751,754
- Participant contributions
- $6,854,158
- Total contributions
- $11,500,538
- Total income / additions
- $22,260,228
Expenses & distributions
- Benefits paid
- $7,737,781
- Administrative expenses
- $52,779
- Total expenses
- $7,790,560
- Net increase / (decrease)
- $14,469,668
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $24,276 | not reported in the loaded dataset | 2023 |
| Crowe, Llp | ACCOUNTANT\AUDITOR | $17,150 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,853 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caremore Medical Group Of Tennessee, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Strategic Advisors, Inc. — Schedule C compensation
- Crowe, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation