2023 Form 5500 filing — Carelink Of Jackson 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 20250528114735NAL0007023073001) for Carelink Of Jackson Tax Deferred Annuity Plan, reported by Carelink Of Jackson, A Community-Owned Specialty Hospital under EIN 38-1218485 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528114735NAL0007023073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carelink Of Jackson, A Community-Owned Specialty Hospital
- EIN
- 38-1218485
- Plan number
- 001
- Location
- Jackson, MI
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,062,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,062,408
- Total income / additions
- $366,529
- Benefits paid
- $372,002
- Administrative expenses
- $2,419
- Total expenses
- $374,421
- Net increase / (decrease)
- -$7,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Com | NONE | $2,419 | $0 |