2023 Form 5500 filing — Case Management, Inc. 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 20241011121930NAL0012474691001) for Case Management, Inc. Retirement Plan, reported by Case Management, Inc. under EIN 62-1434530 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121930NAL0012474691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case Management, Inc.
- EIN
- 62-1434530
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $531,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,588
- Participant contributions
- $61,162
- Total income / additions
- $129,040
- Benefits paid
- $73,529
- Administrative expenses
- $2,960
- Total expenses
- $85,784
- Net increase / (decrease)
- $43,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | NONE | $2,260 | not reported in the loaded dataset |
| United Of Omaha | NONE | $700 | $0 |
| Mutual Of Omaha | INVESTMENT COMPANY | $0 | $0 |