Salmon Health And Retirement — Form 5500 plan (Continuing Care Management LLC)
Plain-English plan 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, Salmon Health And Retirement is a benefit plan reported by Continuing Care Management LLC under EIN 04-3558942 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,386 participants and $38,728,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Continuing Care Management LLC
- EIN
- 04-3558942
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 1,386
- End-of-year plan assets
- $38,728,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,386 | H, C | 20240904103153NAL0019586289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,728,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,728,928
- Net assets (BOY)
- $34,174,567
Income & contributions
- Employer contributions
- $170,660
- Participant contributions
- $1,627,471
- Total contributions
- $1,940,082
- Total income / additions
- $8,976,053
Expenses & distributions
- Benefits paid
- $4,248,248
- Administrative expenses
- $154,905
- Total expenses
- $4,421,692
- Net increase / (decrease)
- $4,554,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,570 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,228 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Continuing Care Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westborough, MA
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation