Caris Healthcare, Lp 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $18.8 million was transferred out of the plan. Assets moved to the NATIONAL HEALTHCARE CORPORATION 401(K) PLAN (sponsored by NATIONAL HEALTH CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the NATIONAL HEALTHCARE CORPORATION 401(K) PLAN →

Caris Healthcare, Lp 401(k) Plan Facts (plan year 2024)

Plan name
CARIS HEALTHCARE, LP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARIS HEALTHCARE, LP
Participants
940
Former employees with a balance
0
Recordkeeper
The Trust Company Of Tennessee
Plan year
Jan 1, 2024 – Jul 19, 2024
Plan established
Sep 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 2024 (Jan 1, 2024 – Jul 19, 2024), filed Oct 29, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $255,679 was paid out to participants.
  • Investment and other income added $843,775.

How the Caris Healthcare, Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019794$13.0 million$643,703$856,181
2020916$15.9 million$726,188$1.12 million
2021897$19.1 million$722,972$1.21 million
2022959$15.9 million$773,069$1.88 million
2023902$18.2 million$775,652$2.72 million
2024 (final)940$0$0$255,679

Caris Healthcare, Lp 401(k) Contact Information

Phone
865-694-4848
Mailing address
10651 COWARD MILL ROAD, KNOXVILLE TN 37931
Plan sponsor
CARIS HEALTHCARE, LP
Employer identification number (EIN)
05-0583027
Plan number
001

Questions about the Caris Healthcare, Lp 401(k)

Is the Caris Healthcare, Lp 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the NATIONAL HEALTHCARE CORPORATION 401(K) PLAN.

Does Caris Healthcare, Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Caris Healthcare, Lp 401(k) have automatic enrollment?

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

How many people are in the Caris Healthcare, Lp 401(k) plan?

940 participants at the start of plan year 2024.

Who manages the Caris Healthcare, Lp 401(k) accounts?

THE TRUST COMPANY OF TENNESSEE is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: 2040 A ST, FOREST GROVE, OR, 971162333
Headquarter: 750 W JOHN CARPENTER FWY STE 800, IRVING, TX, 75039
Headquarter: BENEFITS/HR OPERATIONS V69T AP34-LL 1 NORTH WAUKEGAN ROAD, NORTH CHICAGO, IL, 600641802
Headquarter: 6565 HEADQUARTERS DRIVE, PLANO, TX, 75024
Headquarter: 1320 RIDDER PARK DRIVE, SAN JOSE, CA, 95131