Plan5500

Crossway 401(K) Plan — Form 5500 plan (Cassena Care, 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, Crossway 401(K) Plan is a benefit plan reported by Cassena Care, LLC under EIN 27-3296874 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,249 participants and $87,170,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cassena Care, LLC
EIN
27-3296874
Plan number
001
Plan type
3
Location
Woodbury, NY
Latest filing year
2023
Participants
3,249
End-of-year plan assets
$87,170,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,249H, C20241015164045NAL0029139697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,170,007
Total liabilities (EOY)
$0
Net assets (EOY)
$87,170,007
Net assets (BOY)
$73,386,372

Income & contributions

Employer contributions
$2,598,991
Participant contributions
$6,152,798
Total contributions
$8,751,789
Total income / additions
$21,116,621

Expenses & distributions

Benefits paid
$6,727,916
Administrative expenses
$315,037
Total expenses
$7,332,986
Net increase / (decrease)
$13,783,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$193,989$02023
Hmm, Cpas LlpAUDITOR$17,500not reported in the loaded dataset2023
Cassena Care LLCPLAN ADMINISTRATOR$7,000not reported in the loaded dataset2023

Related Form 5500 pages