# Carefirst, INC. DB Plan
Source: https://planprovider.pro/companies/carefirst-inc-plan-003

> Carefirst, INC.'s DB plan: 1,394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carefirst, INC.

- **Sponsor EIN:** 522069215

- **Sponsor Address:** 10453 MILL RUN CIRCLE, OWINGS MILLS, MD, 211175559

- **Plan Type:** DB

- **Total Participants:** 1,394

- **Total Assets:** $545.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,394|$545.6M|$0|$0|

| 2023|1,518|$572.9M|$5.4M|$0|

| 2022|1,626|$572.2M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SB & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SB & COMPANY, LLC](https://planprovider.pro/provider/sb-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,914,000|$1,370,000|—|—|—|

| 2023|$3,138,000|$1,469,000|—|—|—|

| 2022|$2,494,000|$1,482,000|$491,000|—|$539,000|

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- [Carefirst, INC.](https://planprovider.pro/companies/carefirst-inc-401k-plan) — 6,286 participants

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