2023 Form 5500 filing — Choices Coordinated Care Solutions, Inc. 401(K) Retirement Plan
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 20240905114149NAL0021486913001) for Choices Coordinated Care Solutions, Inc. 401(K) Retirement Plan, reported by Choices Coordinated Care Solutions, Inc. under EIN 35-2005131 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905114149NAL0021486913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Choices Coordinated Care Solutions, Inc.
- EIN
- 35-2005131
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,477,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,477,135
- Employer contributions
- $404,612
- Participant contributions
- $828,183
- Total income / additions
- $2,727,023
- Benefits paid
- $1,460,469
- Administrative expenses
- $88,999
- Total expenses
- $1,549,468
- Net increase / (decrease)
- $1,177,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,280 | $0 |
| Retirement Plan Concepts & Services | CONTRACT ADMINISTRATOR | $23,719 | $4,127 |
| Procourse Fiduciary Adv | INVESTMENT ADVISORY | $0 | $24,000 |