Clarity Care, Inc Retirement Plan — Form 5500 plan (Clarity Care, 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, Clarity Care, Inc Retirement Plan is a benefit plan reported by Clarity Care, Inc. under EIN 39-1569283 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $5,005,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarity Care, Inc.
- EIN
- 39-1569283
- Plan number
- 001
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $5,005,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241014134929NAL0027464241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,005,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,005,104
- Net assets (BOY)
- $4,403,677
Income & contributions
- Employer contributions
- $36,445
- Participant contributions
- $243,362
- Total contributions
- $279,807
- Total income / additions
- $964,618
Expenses & distributions
- Benefits paid
- $296,903
- Administrative expenses
- $59,957
- Total expenses
- $363,191
- Net increase / (decrease)
- $601,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER & INFO MGT | $43,667 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $22,954 | 2023 |
| Map Retirement Inc | TPA | $5,760 | $4,571 | 2023 |
| Kerber, Rose S.C. | AUDITOR | $9,661 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $869 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarity Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Map Retirement Inc — Schedule C compensation
- Kerber, Rose S.C. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation