Catholic Eldercare, 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, Catholic Eldercare, Inc. (EIN 41-1399954) is a plan sponsor located in Minneapolis, MN with 2 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
41-1399954
Location
Minneapolis, MN
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 Catholic Eldercare, Inc.

  • 2 loaded plans hold $9M in reported assets.
  • The largest, Catholic Eldercare 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 613 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$9MSummed across loaded plans$9,009,196
Total reported assets$9M$9,010,751
Total reported participants613
Total reported liabilities$1.6K$1,555

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets
Net assets$9MLiabilities$1.6K
Contributions & income
Employer contributions$135.1K
Participant contributions$814.3K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$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%Catholic Eldercare 403(B) Plan
Participants per plan307Average 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
    Plan #001 · 418 participants · 2023
  2. 2
    Catholic Eldercare Employee Welfare Plansnot reported in the loaded dataset
    Plan #501 · 195 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catholic Eldercare, Inc.. Open one for its full reported snapshot.

  1. 2023
    Catholic Eldercare Employee Welfare Plans184 participants · 2No schedules
    View filing →
  2. 2023
    Catholic Eldercare Employee Welfare Plans245 participants · 2No schedules
    View filing →
  3. 2023
    Catholic Eldercare Employee Welfare Plans215 participants · 2No schedules
    View filing →
  4. 2023
    Catholic Eldercare Employee Welfare Plans209 participants · 2No schedules
    View filing →
  5. 2023
    Catholic Eldercare Employee Welfare Plans209 participants · 2No schedules
    View filing →
  6. 2023
    Catholic Eldercare Employee Welfare Plans209 participants · 2No schedules
    View filing →
  7. 2023
    Catholic Eldercare Employee Welfare Plans195 participants · 2No schedules
    View filing →
  8. 2023
    Catholic Eldercare Employee Welfare Plans195 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catholic Eldercare, Inc. report on Form 5500?
Catholic Eldercare, Inc. (EIN 41-1399954) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catholic Eldercare, Inc.?
The Employer Identification Number (EIN) reported for Catholic Eldercare, Inc. is 41-1399954.
What is the latest Form 5500 filing year for Catholic Eldercare, Inc.?
The latest loaded Form 5500 filing year for Catholic Eldercare, Inc. is 2023.

Related Form 5500 pages