2023 Form 5500 filing — Salmon Health And Retirement
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904103153NAL0019586289001) for Salmon Health And Retirement, reported by Continuing Care Management LLC under EIN 04-3558942 and plan number 001. It reports 1,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904103153NAL0019586289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Continuing Care Management LLC
- EIN
- 04-3558942
- Plan number
- 001
- Location
- Westborough, MA
- Participants
- 1,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,728,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,728,928
- Employer contributions
- $170,660
- Participant contributions
- $1,627,471
- Total income / additions
- $8,976,053
- Benefits paid
- $4,248,248
- Administrative expenses
- $154,905
- Total expenses
- $4,421,692
- Net increase / (decrease)
- $4,554,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $50,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $17,570 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,228 | $0 |