Plan5500

Case Management, Inc. Retirement Plan — Form 5500 plan (Case Management, 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, Case Management, Inc. Retirement Plan is a benefit plan reported by Case Management, Inc. under EIN 62-1434530 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $531,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Case Management, Inc.
EIN
62-1434530
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
163
End-of-year plan assets
$531,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241011121930NAL0012474691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$531,588
Total liabilities (EOY)
$0
Net assets (EOY)
$531,588
Net assets (BOY)
$488,332

Income & contributions

Participant contributions
$61,162
Total contributions
$61,162
Total income / additions
$129,040

Expenses & distributions

Benefits paid
$73,529
Administrative expenses
$2,960
Total expenses
$85,784
Net increase / (decrease)
$43,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stadion Money ManagementNONE$2,260not reported in the loaded dataset2023
United Of OmahaNONE$700$02023
Mutual Of OmahaINVESTMENT COMPANY$0$02023

Related Form 5500 pages