2023 Form 5500 filing — Mental Health Cooperative Retirement 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 20241014134247NAL0044709984001) for Mental Health Cooperative Retirement Plan, reported by Mental Health Cooperative Inc. under EIN 58-2018687 and plan number 001. It reports 1,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134247NAL0044709984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Cooperative Inc.
- EIN
- 58-2018687
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 1,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,113,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,113,648
- Employer contributions
- $2,026,959
- Participant contributions
- $4,127,313
- Total income / additions
- $13,344,588
- Benefits paid
- $3,403,644
- Administrative expenses
- $78,914
- Total expenses
- $3,482,558
- Net increase / (decrease)
- $9,862,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpa Financial | NONE | $64,662 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $12,265 | $49,397 |