401(K) Plan Of Careplus Bergen For Union Employees — Form 5500 plan (Careplus Bergen 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, 401(K) Plan Of Careplus Bergen For Union Employees is a benefit plan reported by Careplus Bergen Inc. under EIN 82-2081292 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,108 participants and $67,671,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Careplus Bergen Inc.
EIN
82-2081292
Plan number
002
Plan type
2
Location
Paramus, NJ
Latest filing year
2023
Participants
2,108
End-of-year plan assets
$67,671,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,108H, C20240917103346NAL0004932432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,671,317
Total liabilities (EOY)
$0
Net assets (EOY)
$67,671,317
Net assets (BOY)
$58,325,100

Income & contributions

Employer contributions
$695,519
Participant contributions
$4,598,402
Total contributions
$5,600,826
Total income / additions
$13,950,909

Expenses & distributions

Benefits paid
$4,078,695
Administrative expenses
$467,609
Total expenses
$4,604,692
Net increase / (decrease)
$9,346,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$434,308$02023
Capfinancial Partners, LLCNONE$33,301not reported in the loaded dataset2023

Related Form 5500 pages