Choices Coordinated Care Solutions, Inc. 401(K) Retirement Plan — Form 5500 plan (Choices Coordinated Care Solutions, 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, Choices Coordinated Care Solutions, Inc. 401(K) Retirement Plan is a benefit plan reported by Choices Coordinated Care Solutions, Inc. under EIN 35-2005131 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $9,477,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Choices Coordinated Care Solutions, Inc.
- EIN
- 35-2005131
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $9,477,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20240905114149NAL0021486913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,477,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,477,135
- Net assets (BOY)
- $8,299,580
Income & contributions
- Employer contributions
- $404,612
- Participant contributions
- $828,183
- Total contributions
- $1,269,423
- Total income / additions
- $2,727,023
Expenses & distributions
- Benefits paid
- $1,460,469
- Administrative expenses
- $88,999
- Total expenses
- $1,549,468
- Net increase / (decrease)
- $1,177,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,280 | $0 | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMINISTRATOR | $23,719 | $4,127 | 2023 |
| Procourse Fiduciary Adv | INVESTMENT ADVISORY | $0 | $24,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Choices Coordinated Care Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Principal Life Insurance Company — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Procourse Fiduciary Adv — Schedule C compensation