2023 Form 5500 filing — Well Care Home Health Care Retirement Savings 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 20241220092908NAL0005437489001) for Well Care Home Health Care Retirement Savings Plan, reported by Well Care Health, LLC under EIN 84-1666686 and plan number 001. It reports 648 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)$12.5MReported net assets$12,534,801
Participants648
Provider compensation$64.2K3 Schedule C row(s)$64,227
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241220092908NAL0005437489001
- Plan sponsor
- Well Care Health, LLC
- EIN
- 84-1666686
- Plan number
- 001
- Location
- Wilmington, NC
- 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)$12.5M total assets
Net assets$12.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,534,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,534,801
- Employer contributions
- $397,918
- Participant contributions
- $1,366,953
- Total income / additions
- $3,887,802
- Benefits paid
- $790,720
- Administrative expenses
- $64,227
- Total expenses
- $922,842
- Net increase / (decrease)
- $2,964,960
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,422 | $0 |
| First Citizens Bank And Trust Co | INVESTMENT ADVISOR | $28,336 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,469 | not reported in the loaded dataset |