Back to filter
Original filing (PDF)20240611103021NAL0043948848001
THEDACARE
Form 5500
FILING_RECEIVED
THEDACARE INC GROUP LIFE PLAN
Health & welfare plan
Signals · 3
Late filing · 4.9 moNo auditor on fileNo recordkeeper disclosed
Active participants
6,180
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
40
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 4.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THEDACARE.
Plan sponsor
Name
THEDACARE
EIN
39-1509362
Address
THREE NEENAH CENTER · NEENAH, WI · 54956
Phone
(920) 735-5560
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-03-01
Tax period
2023-02-28
Filed
2024-06-11
Welfare benefit codes
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Health Care & Social Assistance plans
BUTTERFIELD RECOVERY GROUP
BUTTERFIELD RECOVERY GROUP SOCA BENEFIT PLAN
$0
SURGERY PARTNERS, INC.
NATIONAL SURGICAL HOSPITALS 401(K) PLAN
$0 · 2,467 participants
LUMINIS HEALTH DOCTOR'S COMMUNITY MEDICAL CENTER
DOCTORS COMMUNITY HOSPITAL TAX DEFERRED SAVINGS PLAN
$0
ALL CHILDRENS HEALTH SYSTEM, INC.
RETIREMENT PLAN FOR EMPLOYEES OF ALL CHILDRENS HEALTH SYSTEM, INC.
$0
G. B. COOLEY HOSPITAL SERVICE DISTRICT
G. B. COOLEY HOSPITAL SERVICE DISTRICT 401(K) PROFIT SHARING
$0
SI EUN JEON DDS, PA
WAKE DENTAL WELLNESS 401K PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B