Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) Plan: Login, Facts & Contact Information

Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) Plan Facts

Plan name
CAREGIVER 2, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAREGIVER 2, INC.
Participants
4,052 (3,883 active employees)
Former employees with a balance
80
Plan assets
$2,310,359 at Dec 31, 2022
Average account balance
$10,847 across 213 accounts
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $427,324 went into the plan in contributions.
  • $281,390 was paid out to participants.
  • Administrative expenses were $41,514, about $195 per account.

How the Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20172,714$1.13 million—$60,148
20182,753$1.18 million$3,876$188,108
20193,046$1.26 million$0$326,867
20203,400$2.12 million—$161,235
20214,171$2.57 million—$230,609
20224,052$2.31 million—$281,390

Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) Contact Information

Phone
817-447-2114
Mailing address
4800 OVERTON PLAZA, STE 440, FORT WORTH TX 76109
Plan sponsor
CAREGIVER 2, INC.
Employer identification number (EIN)
47-4573950
Plan number
001

Questions about the Caregiver 2, Inc. Dba Unified Care Group Companies 401(k)

Does Caregiver 2, Inc. Dba Unified Care Group Companies contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) plan?

4,052 participants at the start of plan year 2022, 3,883 of them active employees, and 80 former employees who still had money in the plan.

What is the average 401(k) balance at Caregiver 2, Inc. Dba Unified Care Group Companies?

About $10,847 per account: $2.31 million in plan assets across 213 accounts with a balance at the end of plan year 2022.

Who manages the Caregiver 2, Inc. Dba Unified Care Group Companies 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Caregiver 2, Inc. Dba Unified Care Group Companies. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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