Carus Corporation — 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, Carus Corporation (EIN 36-0877400) is a plan sponsor located in Peru, IL 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
36-0877400
Location
Peru, IL
Loaded plans
3
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 Carus Corporation

  • 3 loaded plans hold $57.5M in reported assets.
  • The largest, Carus Capital Accumulation 401(K) Plan, holds 83% of this company's reported plan assets.
  • Plans cover 520 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.5MSummed across loaded plans$57,523,218
Total reported assets$57.5M$57,523,218
Total reported participants520
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.5M total assets
Net assets$57.5MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.1M
Total income / additions$11.7M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.3M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets83%Carus Capital Accumulation 401(K) Plan
Participants per plan173Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #005 · 269 participants · 2023
  2. 2
  3. 3
    Carus Corporation Employee Benefit Plannot reported in the loaded dataset
    Plan #504 · 173 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carus Corporation. Open one for its full reported snapshot.

  1. 2023
    Carus Corporation Employee Benefit Plan173 participants · 2No schedules
    View filing →
  2. 2023
    Carus Capital Accumulation 401(K) Plan For Bargaining Employees78 participants · 2Sch I
    View filing →
  3. 2023
    Carus Capital Accumulation 401(K) Plan269 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carus Corporation report on Form 5500?
Carus Corporation (EIN 36-0877400) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carus Corporation?
The Employer Identification Number (EIN) reported for Carus Corporation is 36-0877400.
What is the latest Form 5500 filing year for Carus Corporation?
The latest loaded Form 5500 filing year for Carus Corporation is 2023.

Related Form 5500 pages