2023 Form 5500 filing — Southeastern Behavioral Healthcare 403(B) 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 20241014093945NAL0052963330005) for Southeastern Behavioral Healthcare 403(B) Plan, reported by Southeastern Behavioral Healthcare under EIN 46-0232306 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093945NAL0052963330005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeastern Behavioral Healthcare
- EIN
- 46-0232306
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,920,670
- Net assets (EOY)
- $4,920,670
- Employer contributions
- $119,407
- Participant contributions
- $550,449
- Total income / additions
- $1,416,050
- Benefits paid
- $864,563
- Administrative expenses
- $42,685
- Total expenses
- $907,248
- Net increase / (decrease)
- $508,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,034 | $0 |
| Ria Advisory Group LLC | INVESTMENT ADVISORY | $10,651 | $13 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |