Case Management 401(K) Savings Plan — Form 5500 plan (Case Management Unit)
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, Case Management 401(K) Savings Plan is a benefit plan reported by Case Management Unit under EIN 25-1635351 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $4,508,908 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,508,908
Participants169Covered participants reported
Assets / participant$26.7KComputed: assets ÷ participants$26,680 (computed)
Provider compensation$40.8K3 Schedule C provider row(s)$40,773
- Plan sponsor
- Case Management Unit
- EIN
- 25-1635351
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20250310152430NAL0016344193001 |
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,508,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,508,908
- Net assets (BOY)
- $4,054,659
Income & contributions
- Employer contributions
- $113,681
- Participant contributions
- $188,984
- Total contributions
- $302,665
- Total income / additions
- $812,954
Expenses & distributions
- Benefits paid
- $317,930
- Administrative expenses
- $40,775
- Total expenses
- $358,705
- Net increase / (decrease)
- $454,249
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $20,911 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement | RECORDKEEPER | $18,002 | $0 | 2023 |
| Pennsylvania Pension Planners, Inc. | RECORDKEEPER | $1,860 | $0 | 2023 |