2023 Form 5500 filing — Mark Twain Behavioral Health Employees Tax Deferred
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 20240904133500NAL0020258289001) for Mark Twain Behavioral Health Employees Tax Deferred, reported by Mark Twain Association For Mental Health, Inc. under EIN 43-1020989 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904133500NAL0020258289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mark Twain Association For Mental Health, Inc.
- EIN
- 43-1020989
- Plan number
- 001
- Location
- Hannibal, MO
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,466,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,466,157
- Employer contributions
- $600,454
- Participant contributions
- $473,353
- Total income / additions
- $2,331,028
- Benefits paid
- $638,243
- Administrative expenses
- $137,436
- Total expenses
- $777,362
- Net increase / (decrease)
- $1,553,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Equitable Life Insurance Co | RECORDKEEPER | $1,783 | $131,204 |
| R. Parker | AGENT OR BROKER | $33,133 | not reported in the loaded dataset |
| R. Beaty | AGENT OR BROKER | $4,456 | not reported in the loaded dataset |
| J. Gibbs | AGENT OR BROKER | $55 | not reported in the loaded dataset |