2023 Form 5500 filing — Case Management 401(K) 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 20250310152430NAL0016344193001) for Case Management 401(K) Savings Plan, reported by Case Management Unit under EIN 25-1635351 and plan number 001. It reports 169 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)$4.5MReported net assets$4,508,908
Participants169
Provider compensation$40.8K3 Schedule C row(s)$40,773
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250310152430NAL0016344193001
- Plan sponsor
- Case Management Unit
- EIN
- 25-1635351
- Plan number
- 001
- Location
- Harrisburg, PA
- 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)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,508,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,508,908
- Employer contributions
- $113,681
- Participant contributions
- $188,984
- Total income / additions
- $812,954
- Benefits paid
- $317,930
- Administrative expenses
- $40,775
- Total expenses
- $358,705
- Net increase / (decrease)
- $454,249
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $20,911 | not reported in the loaded dataset |
| Transamerica Retirement | RECORDKEEPER | $18,002 | $0 |
| Pennsylvania Pension Planners, Inc. | RECORDKEEPER | $1,860 | $0 |