Carefirst, Inc. Retirement Plan — Form 5500 plan (Carefirst, Inc.)
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, Carefirst, Inc. Retirement Plan is a benefit plan reported by Carefirst, Inc. under EIN 52-2069215 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,822 participants and $572,924,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carefirst, Inc.
- EIN
- 52-2069215
- Plan number
- 003
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 4,822
- End-of-year plan assets
- $572,924,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,822 | H, C | 20241014110352NAL0025994049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $572,924,000
- Total liabilities (EOY)
- $360,000
- Net assets (EOY)
- $572,564,000
- Net assets (BOY)
- $571,717,000
Income & contributions
- Employer contributions
- $5,402,000
- Total contributions
- $5,402,000
- Total income / additions
- $50,762,000
Expenses & distributions
- Benefits paid
- $46,777,000
- Administrative expenses
- $3,138,000
- Total expenses
- $49,915,000
- Net increase / (decrease)
- $847,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $715,072 | not reported in the loaded dataset | 2023 |
| Morneau Shepell Limited | NONE | $615,786 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | NONE | $344,303 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $329,511 | $0 | 2023 |
| Silchester | NONE | $325,285 | $0 | 2023 |
| Hood River Capital Management | NONE | $274,174 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $218,059 | not reported in the loaded dataset | 2023 |
| Franklin Templeton Institutional | NONE | $166,066 | $0 | 2023 |
| State Street Global Advisors | NONE | $105,624 | $0 | 2023 |
| Callan Associate, Inc. | NONE | $29,847 | not reported in the loaded dataset | 2023 |
| Jackson Lewis | NONE | $11,687 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carefirst, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Owings Mills, MD
- Aon Consulting, Inc. — Schedule C compensation
- Morneau Shepell Limited — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Silchester — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Franklin Templeton Institutional — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Callan Associate, Inc. — Schedule C compensation
- Jackson Lewis — Schedule C compensation