Plan5500

Coordinated Care Services, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Coordinated Care Services, Inc (EIN 22-2573042) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-2573042
Location
Rochester, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Coordinated Care Services, Inc

  • 2 loaded plans hold $29M in reported assets.
  • The largest, Ccsi 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,248 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29MSummed across loaded plans$28,952,629
Total reported assets$29M$28,952,629
Total reported participants1.2K1,248
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29M total assets
Net assets$29MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.6M
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.4M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ccsi 403(B) Retirement Plan
Participants per plan624Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ccsi 403(B) Retirement Plan$29M
    Plan #001 · 750 participants · 2023
  2. 2
    Coordinated Care Services, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #503 · 498 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Coordinated Care Services, Inc. Open one for its full reported snapshot.

  1. 2023
    Coordinated Care Services, Inc. Employee Benefits Plan498 participants · 2No schedules
    View filing →
  2. 2023
    Ccsi 403(B) Retirement Plan750 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Coordinated Care Services, Inc report on Form 5500?
Coordinated Care Services, Inc (EIN 22-2573042) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Coordinated Care Services, Inc?
The Employer Identification Number (EIN) reported for Coordinated Care Services, Inc is 22-2573042.
What is the latest Form 5500 filing year for Coordinated Care Services, Inc?
The latest loaded Form 5500 filing year for Coordinated Care Services, Inc is 2023.

Related Form 5500 pages