2023 Form 5500 filing — Careconnect Health 403(B) Tax-Deferred Annuity 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 20241120142236NAL0002097635001) for Careconnect Health 403(B) Tax-Deferred Annuity Plan, reported by Careconnect Health, Inc under EIN 58-1335405 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120142236NAL0002097635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Careconnect Health, Inc
- EIN
- 58-1335405
- Plan number
- 001
- Location
- Richland, GA
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,509,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,509,039
- Employer contributions
- $673,333
- Participant contributions
- $935,231
- Total income / additions
- $3,170,825
- Benefits paid
- $624,562
- Administrative expenses
- $81,984
- Total expenses
- $706,546
- Net increase / (decrease)
- $2,464,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | CONTRACT ADMISTRATOR | $81,909 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $75 | $0 |