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, Careconnect Health 403(B) Tax-Deferred Annuity Plan is a benefit plan reported by Careconnect Health, Inc under EIN 58-1335405 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $9,509,039 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,509,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,509,039
- Net assets (BOY)
- $7,044,760
Income & contributions
- Employer contributions
- $673,333
- Participant contributions
- $935,231
- Total contributions
- $1,759,520
- Total income / additions
- $3,170,825
Expenses & distributions
- Benefits paid
- $624,562
- Administrative expenses
- $81,984
- Total expenses
- $706,546
- Net increase / (decrease)
- $2,464,279