Plan5500

Careoregon, Inc. 401(K) Plan — Form 5500 plan (Careoregon, 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, Careoregon, Inc. 401(K) Plan is a benefit plan reported by Careoregon, Inc. under EIN 93-0933975 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,485 participants and $150,944,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Careoregon, Inc.
EIN
93-0933975
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,485
End-of-year plan assets
$150,944,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,485H, C20240909114350NAL0009109234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,944,602
Total liabilities (EOY)
$0
Net assets (EOY)
$150,944,602
Net assets (BOY)
$115,127,485

Income & contributions

Employer contributions
$10,943,425
Participant contributions
$10,674,927
Total contributions
$26,706,179
Total income / additions
$47,187,526

Expenses & distributions

Benefits paid
$11,125,747
Administrative expenses
$243,648
Total expenses
$11,370,409
Net increase / (decrease)
$35,817,117

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$214,281$02023
Usi Advisors, Inc.INVESTMENT ADVISORY$29,966$342023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages