Plan5500

Codac Health, Recovery & Wellness — 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, Codac Health, Recovery & Wellness (EIN 23-7086112) is a plan sponsor located in Tucson, AZ 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
23-7086112
Location
Tucson, AZ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.8MSummed across loaded plans$9,795,034
Total reported assets$9.8M$9,795,034
Total reported participants794
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.8MLiabilities$0
Contributions & income
Employer contributions$380K
Participant contributions$1.1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Codac Health, Recovery & Wellness, Inc. 403(B) Plan
Participants per plan397Average 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
    Codac Health, Recovery & Wellness, Inc. 403(B) Plan$9.8M
    Plan #002 · 521 participants · 2023
  2. 2
    Codac Health, Recovery & Wellness Welfare Plannot reported in the loaded dataset
    Plan #501 · 273 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Codac Health, Recovery & Wellness
YearPlanParticipantsSchedulesFiling
2023Codac Health, Recovery & Wellness Welfare Plan273C20240606053002NAL0021836369001
2023Codac Health, Recovery & Wellness, Inc. 403(B) Plan521H, C20241015170656NAL0030442593001

Related Form 5500 pages