2023 Form 5500 filing — Carewell Health 401(K) 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 20250916121533NAL0001307699001) for Carewell Health 401(K) Plan, reported by Carewell Health under EIN 85-4153331 and plan number 001. It reports 891 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)$9.4MReported net assets$9,428,302
Participants891
Provider compensation$72.1K1 Schedule C row(s)$72,109
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250916121533NAL0001307699001
Plan sponsor
Carewell Health
EIN
85-4153331
Plan number
001
Location
East Orange, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.5M total assets
Net assets$9.4MLiabilities$42.8K
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.2M
Benefits paid / distributions$1M
Contributions
Employer$122.4K
Participant$2.4M
Full reported line items
Total assets (EOY)
$9,471,090
Total liabilities (EOY)
$42,788
Net assets (EOY)
$9,428,302
Employer contributions
$122,363
Participant contributions
$2,440,003
Total income / additions
$4,131,827
Benefits paid
$1,032,045
Administrative expenses
$172,199
Total expenses
$1,248,770
Net increase / (decrease)
$2,883,057
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $72.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250916121533NAL0001307699001 cover?
It is the 2023 Form 5500 filing for Carewell Health 401(K) Plan, reported by Carewell Health (EIN 85-4153331).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages