Carepoint 401(K) Plan — Form 5500 plan (Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center))

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, Carepoint 401(K) Plan is a benefit plan reported by Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center) under EIN 45-2147328 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,264 participants and $150,135,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Humc Opco LLC (D/B/A Carepoint Health - Hoboken University Med Center)
EIN
45-2147328
Plan number
004
Plan type
3
Location
Hoboken, NJ
Latest filing year
2023
Participants
4,264
End-of-year plan assets
$150,135,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,264H, C20241015171716NAL0016954099002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,135,682
Net assets (EOY)
$150,135,682
Net assets (BOY)
$125,374,005

Income & contributions

Employer contributions
$2,183,303
Participant contributions
$9,283,075
Total contributions
$11,948,333
Total income / additions
$34,472,243

Expenses & distributions

Benefits paid
$9,167,313
Administrative expenses
$321,027
Total expenses
$9,710,566
Net increase / (decrease)
$24,761,677

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$252,243$02023

Related Form 5500 pages