Well Care Home Health Care Retirement Savings Plan — Form 5500 plan (Well Care Health, 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, Well Care Home Health Care Retirement Savings Plan is a benefit plan reported by Well Care Health, LLC under EIN 84-1666686 and plan number 001. The latest loaded filing year is 2023. The filing reports 648 participants and $12,534,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Well Care Health, LLC
- EIN
- 84-1666686
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, NC
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $12,534,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20241220092908NAL0005437489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,534,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,534,801
- Net assets (BOY)
- $9,569,841
Income & contributions
- Employer contributions
- $397,918
- Participant contributions
- $1,366,953
- Total contributions
- $2,112,599
- Total income / additions
- $3,887,802
Expenses & distributions
- Benefits paid
- $790,720
- Administrative expenses
- $64,227
- Total expenses
- $922,842
- Net increase / (decrease)
- $2,964,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,422 | $0 | 2023 |
| First Citizens Bank And Trust Co | INVESTMENT ADVISOR | $28,336 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,469 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Well Care Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wilmington, NC
- Empower Annuity Insurance Company — Schedule C compensation
- First Citizens Bank And Trust Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation