Plan5500

Southeast Behavioral Health Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southeast Behavioral Health Group (EIN 27-1388543) is a plan sponsor located in La Junta, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1388543
Location
La Junta, CO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southeast Behavioral Health Group

  • 2 loaded plans hold $225K in reported assets.
  • The largest, Southeast Health Group Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 286 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$225KSummed across loaded plans$224,954
Total reported assets$225K$224,954
Total reported participants286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$225K total assets
Net assets$225KLiabilities$0
Contributions & income
Employer contributions$5.2K
Participant contributions$9.1K
Total income / additions$256K
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.4M
Net increase / (decrease)-$5.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southeast Health Group Retirement Plan
Participants per plan143Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southeast Health Group Retirement Plan$225K
    Plan #001 · 155 participants · 2023
  2. 2
    Southeast Behavioral Health Group Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 131 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Behavioral Health Group. Open one for its full reported snapshot.

  1. 2023
    Southeast Behavioral Health Group Health & Welfare Plan131 participants · 2No schedules
    View filing →
  2. 2023
    Southeast Health Group Retirement Plan155 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages