2023 Form 5500 filing — Mental Health America Of Dutchess County, Inc. P/S And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710113637NAL0008547043001) for Mental Health America Of Dutchess County, Inc. P/S And Trust, reported by Mental Health America Of Dutchess County, Inc under EIN 14-1402059 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710113637NAL0008547043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health America Of Dutchess County, Inc
- EIN
- 14-1402059
- Plan number
- 001
- Location
- Poughkeepsie, NY
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,444,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,444,987
- Employer contributions
- $677,846
- Participant contributions
- $431,596
- Total income / additions
- $1,920,628
- Benefits paid
- $660,836
- Administrative expenses
- $55,201
- Total expenses
- $716,037
- Net increase / (decrease)
- $1,204,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,268 | $0 |
| Osaic Institutions, Inc. | OTHER SERVICES | $0 | $18,111 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |