Professional Case Management 401(K) Plan — Form 5500 plan (Act For Health Dba Professional Case Management)
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, Professional Case Management 401(K) Plan is a benefit plan reported by Act For Health Dba Professional Case Management under EIN 84-1383042 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $5,911,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Act For Health Dba Professional Case Management
- EIN
- 84-1383042
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $5,911,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20241007174334NAL0009094067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,911,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,911,240
- Net assets (BOY)
- $3,317,843
Income & contributions
- Employer contributions
- $501,965
- Participant contributions
- $1,580,722
- Total contributions
- $2,177,046
- Total income / additions
- $2,992,681
Expenses & distributions
- Benefits paid
- $399,872
- Administrative expenses
- $3,840
- Total expenses
- $403,712
- Net increase / (decrease)
- $2,588,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,840 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Prudential Total Return | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Act For Health Dba Professional Case Management
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Prudential Total Return — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Principal Funds — Schedule C compensation
- Alliance Bernstein Fund — Schedule C compensation