Community Care Partners Retirement Savings Plan — Form 5500 plan (Community Care Partners, 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, Community Care Partners Retirement Savings Plan is a benefit plan reported by Community Care Partners, LLC under EIN 61-1849968 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,778 participants and $37,859,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Care Partners, LLC
EIN
61-1849968
Plan number
001
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
1,778
End-of-year plan assets
$37,859,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,778H, C20241015154032NAL0030203569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,859,367
Total liabilities (EOY)
$0
Net assets (EOY)
$37,859,367
Net assets (BOY)
$13,767,285

Income & contributions

Employer contributions
$2,267,001
Participant contributions
$4,587,955
Total contributions
$7,777,018
Total income / additions
$11,874,570

Expenses & distributions

Benefits paid
$5,849,396
Administrative expenses
$136,478
Total expenses
$5,986,401
Net increase / (decrease)
$5,888,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock (U.S.A.)RETAINED BY CLIENT$73,970$02023
Hauser Retirement SolutionsRETAINED BY EMPLOYER$62,508not reported in the loaded dataset2023

Related Form 5500 pages