2023 Form 5500 filing — Cmha 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 20241014132420NAL0026254849001) for Cmha 403(B) Plan, reported by Community Mental Health Affiliates, Inc. under EIN 06-0934544 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132420NAL0026254849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Mental Health Affiliates, Inc.
- EIN
- 06-0934544
- Plan number
- 001
- Location
- New Britain, CT
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,035,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,035,064
- Employer contributions
- $372,242
- Participant contributions
- $734,778
- Total income / additions
- $2,868,078
- Benefits paid
- $802,907
- Administrative expenses
- $61,360
- Total expenses
- $871,606
- Net increase / (decrease)
- $1,996,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,360 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $24,022 |
| The Angell Pension Group Inc | THIRD PARTY ADMIN | $0 | $9,037 |