Caregility Corporation Employee Benefit Plan — Form 5500 plan (Caregility Corporation)

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, Caregility Corporation Employee Benefit Plan is a benefit plan reported by Caregility Corporation under EIN 84-1806604 and plan number 501. The latest loaded filing year is 2023. The filing reports 90 participants and $28,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caregility Corporation
EIN
84-1806604
Plan number
501
Plan type
2
Location
Eatontown, NJ
Latest filing year
2023
Participants
90
End-of-year plan assets
$28,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202390I, C20240904132508NAL0020250033001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$28,270
Total liabilities (EOY)
$155,945
Net assets (EOY)
-$127,675
Net assets (BOY)
$0

Income & contributions

Employer contributions
$839,796
Participant contributions
$352,599
Total income / additions
$1,192,656

Expenses & distributions

Benefits paid
$877,999
Administrative expenses
$14,529
Total expenses
$1,320,331
Net increase / (decrease)
-$127,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovative Benefit Planning, L.L.C.BROKER$8,651not reported in the loaded dataset2023
The Benecon GroupBROKER$5,693not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyCARRIER$3,772not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,606not reported in the loaded dataset2023

Related Form 5500 pages