Plan5500

Carelink Of Jackson Tax Deferred Annuity Plan — Form 5500 plan (Carelink Of Jackson, A Community-Owned Specialty Hospital)

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, Carelink Of Jackson Tax Deferred Annuity Plan is a benefit plan reported by Carelink Of Jackson, A Community-Owned Specialty Hospital under EIN 38-1218485 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $2,062,408 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carelink Of Jackson, A Community-Owned Specialty Hospital
EIN
38-1218485
Plan number
001
Plan type
2
Location
Jackson, MI
Latest filing year
2023
Participants
216
End-of-year plan assets
$2,062,408

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20250528114735NAL0007023073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,062,408
Total liabilities (EOY)
$0
Net assets (EOY)
$2,062,408
Net assets (BOY)
$2,070,300

Income & contributions

Total contributions
$0
Total income / additions
$366,529

Expenses & distributions

Benefits paid
$372,002
Administrative expenses
$2,419
Total expenses
$374,421
Net increase / (decrease)
-$7,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance ComNONE$2,419$02023

Related Form 5500 pages