Plan5500

Care Initiatives — 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, Care Initiatives (EIN 76-0262402) is a plan sponsor located in West Des Moines, IA 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
76-0262402
Location
West Des Moines, IA
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 Care Initiatives

  • 2 loaded plans hold $31.5M in reported assets.
  • The largest, Care Initiatives 403 (B) Group Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,660 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$31.5MSummed across loaded plans$31,519,952
Total reported assets$31.5M$31,519,952
Total reported participants4.7K4,660
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$31.5M total assets
Net assets$31.5MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$2.6M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.3M
Net increase / (decrease)$1.9M

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%Care Initiatives 403 (B) Group Retirement Plan
Participants per plan2,330Average 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
    Care Initiatives 403 (B) Group Retirement Plan$31.5M
    Plan #001 · 2,910 participants · 2023
  2. 2
    Care Initiatives, Inc. Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,750 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 Care Initiatives. Open one for its full reported snapshot.

  1. 2023
    Care Initiatives, Inc. Employee Welfare Benefit Plan1,750 participants · 2No schedules
    View filing →
  2. 2023
    Care Initiatives 403 (B) Group Retirement Plan2,910 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Care Initiatives report on Form 5500?
Care Initiatives (EIN 76-0262402) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Care Initiatives?
The Employer Identification Number (EIN) reported for Care Initiatives is 76-0262402.
What is the latest Form 5500 filing year for Care Initiatives?
The latest loaded Form 5500 filing year for Care Initiatives is 2023.

Related Form 5500 pages