2023 Form 5500 filing — 403(B) Thrift Aggregated Plan Of Association For Mental Health And Wellness
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 20241015101952NAL0028041393001) for 403(B) Thrift Aggregated Plan Of Association For Mental Health And Wellness, reported by Association For Mental Health & Wellness under EIN 11-3012392 and plan number 003. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101952NAL0028041393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Association For Mental Health & Wellness
- EIN
- 11-3012392
- Plan number
- 003
- Location
- Ronkonkoma, NY
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,387,889
- Net assets (EOY)
- $8,387,889
- Employer contributions
- $268,377
- Participant contributions
- $252,761
- Total income / additions
- $1,805,982
- Benefits paid
- $1,362,783
- Administrative expenses
- $999
- Total expenses
- $1,363,782
- Net increase / (decrease)
- $442,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $24 | $0 |