2023 Form 5500 filing — 403(B) Thrift Plan Of Lincoln Behavioral Services
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 20240927131856NAL0001277635001) for 403(B) Thrift Plan Of Lincoln Behavioral Services, reported by Lincoln Behavioral Services under EIN 38-2833497 and plan number 002. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927131856NAL0001277635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln Behavioral Services
- EIN
- 38-2833497
- Plan number
- 002
- Location
- Redford, MI
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,006,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,006,286
- Employer contributions
- $289,931
- Participant contributions
- $367,058
- Total income / additions
- $1,573,083
- Benefits paid
- $1,016,600
- Administrative expenses
- $1,226
- Total expenses
- $1,017,826
- Net increase / (decrease)
- $555,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $1,226 | $0 |