2023 Form 5500 filing — Ccsi 403(B) 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 20241015085412NAL0016013219001) for Ccsi 403(B) Retirement Plan, reported by Coordinated Care Services, Inc under EIN 22-2573042 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29MReported net assets$28,952,629
Participants750
Provider compensation$54.7K3 Schedule C row(s)$54,661
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015085412NAL0016013219001
Plan sponsor
Coordinated Care Services, Inc
EIN
22-2573042
Plan number
001
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29M total assets
Net assets$29MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$1.4M
Participant$1.6M
Full reported line items
Total assets (EOY)
$28,952,629
Total liabilities (EOY)
$0
Net assets (EOY)
$28,952,629
Employer contributions
$1,362,602
Participant contributions
$1,604,686
Total income / additions
$7,447,760
Benefits paid
$3,360,238
Administrative expenses
$10,201
Total expenses
$3,373,662
Net increase / (decrease)
$4,074,098
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $44.5K
  2. 2
    RECORDKEEPER · Direct $9.9K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $319

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015085412NAL0016013219001 cover?
It is the 2023 Form 5500 filing for Ccsi 403(B) Retirement Plan, reported by Coordinated Care Services, Inc (EIN 22-2573042).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages