Carepathrx 401(K) Plan — Form 5500 plan (Carepathrx Midco 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, Carepathrx 401(K) Plan is a benefit plan reported by Carepathrx Midco Inc. under EIN 84-3548586 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,272 participants and $64,913,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carepathrx Midco Inc.
EIN
84-3548586
Plan number
001
Plan type
2
Location
Valley View, OH
Latest filing year
2023
Participants
2,272
End-of-year plan assets
$64,913,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,272H, C20250808151002NAL0002683459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,913,659
Total liabilities (EOY)
$0
Net assets (EOY)
$64,913,659
Net assets (BOY)
$63,369,922

Income & contributions

Employer contributions
$3,383,835
Participant contributions
$7,876,640
Total contributions
$12,372,063
Total income / additions
$22,588,082

Expenses & distributions

Benefits paid
$20,709,373
Administrative expenses
$240,908
Total expenses
$21,044,345
Net increase / (decrease)
$1,543,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$188,051$02023
Resources Investment Advisors IncNONE$50,000not reported in the loaded dataset2023

Related Form 5500 pages