2023 Form 5500 filing — Healthbridge Management 401(K) 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 20241015115321NAL0014536467001) for Healthbridge Management 401(K) Plan, reported by Care One Management, LLC under EIN 20-0219127 and plan number 003. It reports 34 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115321NAL0014536467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care One Management, LLC
- EIN
- 20-0219127
- Plan number
- 003
- Location
- Fort Lee, NJ
- Participants
- 34
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,520,803
- Total liabilities (EOY)
- $12,951
- Net assets (EOY)
- $72,507,852
- Employer contributions
- $1,072,236
- Participant contributions
- $8,844,123
- Total income / additions
- $20,149,840
- Benefits paid
- $5,807,139
- Administrative expenses
- $297,749
- Total expenses
- $6,167,131
- Net increase / (decrease)
- $13,982,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $239,655 | $0 |
| Morgan Stanley | NONE | $58,094 | not reported in the loaded dataset |