2023 Form 5500 filing — Caremount Health Solutions Incentive Savings And Profit Sharing 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 20240920161324NAL0003049891001) for Caremount Health Solutions Incentive Savings And Profit Sharing Plan, reported by Caremount Health Solutions, LLC under EIN 38-4103290 and plan number 001. It reports 4,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920161324NAL0003049891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caremount Health Solutions, LLC
- EIN
- 38-4103290
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 4,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $562,882,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $562,882,480
- Employer contributions
- $7,535,100
- Participant contributions
- $10,436,827
- Total income / additions
- $115,780,023
- Benefits paid
- $75,109,098
- Administrative expenses
- $85,782
- Total expenses
- $75,210,306
- Net increase / (decrease)
- $40,569,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Instit Op Co, LLC | RECORDKEEPER | $64,417 | $0 |
| Baker Tilly Us, Llp | ACCOUNTANT/ AUDITOR | $21,600 | not reported in the loaded dataset |