Plan5500

Casey Family Programs — 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, Casey Family Programs (EIN 91-0793881) is a plan sponsor located in Seattle, WA with 3 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
91-0793881
Location
Seattle, WA
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 Casey Family Programs

  • 3 loaded plans hold $154.5M in reported assets.
  • The largest, Casey Family Programs 401(A) Employer Funded Long Term Savings Plan And Trust, holds 63% of this company's reported plan assets.
  • Plans cover 1,660 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$154.5MSummed across loaded plans$154,526,217
Total reported assets$154.5M$154,526,217
Total reported participants1.7K1,660
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$154.5M total assets
Net assets$154.5MLiabilities—
Contributions & income
Employer contributions$4.4M
Participant contributions$3.7M
Total income / additions$30M
Expenses & distributions
Benefits paid / distributions$10.4M
Total expenses$10.4M
Net increase / (decrease)$19.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets63%Casey Family Programs 401(A) Employer Funded Long Term Savings Plan And Trust
Participants per plan553Average 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
    Casey Family Programs 401(A) Employer Funded Long Term Savings Plan And Trust$97.1M
    Plan #001 · 570 participants · 2023
  2. 2
    Casey Family Programs 403(B) Plan$57.4M
    Plan #002 · 660 participants · 2023
  3. 3
    Casey Family Programs Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 430 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 Casey Family Programs. Open one for its full reported snapshot.

  1. 2023
    Casey Family Programs Employee Benefits Plan430 participants · 2No schedules
    View filing →
  2. 2023
    Casey Family Programs 403(B) Plan660 participants · 2Sch HSch C
    View filing →
  3. 2023
    Casey Family Programs 401(A) Employer Funded Long Term Savings Plan And Trust570 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Casey Family Programs report on Form 5500?
Casey Family Programs (EIN 91-0793881) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Casey Family Programs?
The Employer Identification Number (EIN) reported for Casey Family Programs is 91-0793881.
What is the latest Form 5500 filing year for Casey Family Programs?
The latest loaded Form 5500 filing year for Casey Family Programs is 2023.

Related Form 5500 pages