2023 Form 5500 filing — Bestself Behavioral Health 401(K) Plan
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 20241009115624NAL0032579952001) for Bestself Behavioral Health 401(K) Plan, reported by Bestself Behavioral Health, Inc. under EIN 16-1004090 and plan number 002. It reports 1,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115624NAL0032579952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bestself Behavioral Health, Inc.
- EIN
- 16-1004090
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 1,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,037,075
- Net assets (EOY)
- $28,037,075
- Employer contributions
- $1,284,667
- Participant contributions
- $2,865,651
- Total income / additions
- $8,639,685
- Benefits paid
- $3,931,326
- Administrative expenses
- $130,044
- Total expenses
- $4,064,303
- Net increase / (decrease)
- $4,575,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $78,229 | $0 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $21,669 | $12,041 |
| Lawley-Courier Advisors, LLC | INVESTMENT ADVISORY | $29,976 | $24 |
| Morningstar Investment Management L | INV ADV. PARTICIPANTS | $0 | $0 |