2023 Form 5500 filing — Care Plus Nj, Inc. Union 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 20241015140352NAL0029903617001) for Care Plus Nj, Inc. Union Plan, reported by Care Plus Nj, Inc. under EIN 22-2181654 and plan number 002. It reports 367 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)$3.4MReported net assets$3,404,780
Participants367
Provider compensation$21.1K4 Schedule C row(s)$21,123
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015140352NAL0029903617001
- Plan sponsor
- Care Plus Nj, Inc.
- EIN
- 22-2181654
- Plan number
- 002
- Location
- Paramus, NJ
- Received date
- not reported in the loaded dataset
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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,404,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,404,780
- Employer contributions
- $38,531
- Participant contributions
- $166,044
- Total income / additions
- $740,195
- Benefits paid
- $214,948
- Administrative expenses
- $21,107
- Total expenses
- $236,055
- Net increase / (decrease)
- $504,140
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,200 | $0 |
| Hudson Heritage Capital Mgmt | OTHER SERVICES | $0 | $923 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |