Care Plus Nj, Inc. Union Plan — Form 5500 plan (Care Plus Nj, Inc.)
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, Care Plus Nj, Inc. Union Plan is a benefit plan reported by Care Plus Nj, Inc. under EIN 22-2181654 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $3,404,780 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.4MPlan net assets, end of year$3,404,780
Participants367Covered participants reported
Assets / participant$9.3KComputed: assets ÷ participants$9,277 (computed)
Provider compensation$21.1K4 Schedule C provider row(s)$21,123
- Plan sponsor
- Care Plus Nj, Inc.
- EIN
- 22-2181654
- Plan number
- 002
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241015140352NAL0029903617001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,404,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,404,780
- Net assets (BOY)
- $2,900,640
Income & contributions
- Employer contributions
- $38,531
- Participant contributions
- $166,044
- Total contributions
- $245,792
- Total income / additions
- $740,195
Expenses & distributions
- Benefits paid
- $214,948
- Administrative expenses
- $21,107
- Total expenses
- $236,055
- Net increase / (decrease)
- $504,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,200 | $0 | 2023 |
| Hudson Heritage Capital Mgmt | OTHER SERVICES | $0 | $923 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Care Plus Nj, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Paramus, NJ
- Principal Life Insurance Company — Schedule C compensation
- Hudson Heritage Capital Mgmt — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation