Plan5500

Columbia 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, Columbia Care Services Inc (EIN 81-0609831) is a plan sponsor located in Medford, OR 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
81-0609831
Location
Medford, OR
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 Columbia Care Services Inc

  • 2 loaded plans hold $10.5M in reported assets.
  • The largest, Columbia Care Services Inc Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,252 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,403,158
Total reported assets$10.5M$10,466,006
Total reported participants1.3K1,252
Total reported liabilities$62.8K$62,848

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.4MLiabilities$62.8K
Contributions & income
Employer contributions$597.2K
Participant contributions$792.7K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$694.5K
Total expenses$773.1K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Columbia Care Services Inc Retirement Plan
Participants per plan626Average 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
    Columbia Care Services Inc Retirement Plan$10.5M
    Plan #001 · 782 participants · 2023
  2. 2
    Columbiacare Services, Inc. Group Benefitsnot reported in the loaded dataset
    Plan #501 · 470 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 Columbia Care Services Inc. Open one for its full reported snapshot.

  1. 2023
    Columbiacare Services, Inc. Group Benefits470 participants · 2No schedules
    View filing →
  2. 2023
    Columbia Care Services Inc Retirement Plan782 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Columbia Care Services Inc report on Form 5500?
Columbia Care Services Inc (EIN 81-0609831) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Columbia Care Services Inc?
The Employer Identification Number (EIN) reported for Columbia Care Services Inc is 81-0609831.
What is the latest Form 5500 filing year for Columbia Care Services Inc?
The latest loaded Form 5500 filing year for Columbia Care Services Inc is 2023.

Related Form 5500 pages