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Original filing (PDF)20251007085233NAL0004341585001

COMMUNICARE, INC.

Form 5500
FILING_RECEIVED
COMMUNICARE, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
119
Accounts w/ balance
166
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "John Hancock Life Insurance Company Group annuity contract with" is 100% of plan.
Helping the score
  • Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNICARE, INC..
Plan sponsor
Name
COMMUNICARE, INC.
EIN
84-1036738
Address
40 W. FRANKLIN, SUITE F · MERIDIAN, ID · 83642
Phone
(208) 888-1155
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
RIPLEY DOORN & COMPANY, P.L.L.C
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$550

Investments

1 direct security · 7 pooled funds· $3.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$1.8M
1 holding
Pooled Separate Account
$1.8M
7 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
John Hancock Life Insurance Company Group annuity contract with$1.8M96.0%
CLEARBRIDGE LARGE CAP GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$381K19.8%
COLUMBIA DIVIDEND INCOME FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$313K16.3%
BAIRD MID CAP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$281K14.6%
WISDOMTREE MIDCAP DIVIDEND ETF
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$270K14.1%
PARNASSUS CORE EQUITY FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$259K13.5%
JANUS HENDERSON TRITON FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$247K12.8%
FRANKLIN UTILITIES FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$95K4.9%

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