2023 Form 5500 filing — Carespring Health Care Management Savings & 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 20241015144249NAL0016652947001) for Carespring Health Care Management Savings & Retirement Plan, reported by Carespring Health Care Management, LLC under EIN 01-0885621 and plan number 001. It reports 1,894 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)$25.7MReported net assets$25,665,494
Participants1.9K1,894
Provider compensation$147.3K1 Schedule C row(s)$147,290
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144249NAL0016652947001
Plan sponsor
Carespring Health Care Management, LLC
EIN
01-0885621
Plan number
001
Location
Loveland, OH
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)$25.7M total assets
Net assets$25.7MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$145K
Participant$3.2M
Full reported line items
Total assets (EOY)
$25,665,494
Total liabilities (EOY)
$0
Net assets (EOY)
$25,665,494
Employer contributions
$144,955
Participant contributions
$3,218,406
Total income / additions
$7,401,050
Benefits paid
$2,322,601
Administrative expenses
$151,421
Total expenses
$2,489,920
Net increase / (decrease)
$4,911,130

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRETAINED BY EMPLOYER$147,290$0

Related Form 5500 pages