Kennebec Behavioral Health 403(B) Plan — Form 5500 plan (Kennebec Behavioral Health)
Plain-English plan 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, Kennebec Behavioral Health 403(B) Plan is a benefit plan reported by Kennebec Behavioral Health under EIN 01-0265559 and plan number 002. The latest loaded filing year is 2023. The filing reports 538 participants and $19,402,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennebec Behavioral Health
- EIN
- 01-0265559
- Plan number
- 002
- Plan type
- 2
- Location
- Waterville, ME
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $19,402,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20241008143927NAL0016872609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,402,637
- Net assets (EOY)
- $19,402,637
- Net assets (BOY)
- $17,020,001
Income & contributions
- Employer contributions
- $685,134
- Participant contributions
- $1,263,315
- Total contributions
- $1,980,598
- Total income / additions
- $4,853,387
Expenses & distributions
- Benefits paid
- $2,467,843
- Administrative expenses
- $2,908
- Total expenses
- $2,470,751
- Net increase / (decrease)
- $2,382,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,333 | $118,908 | 2023 |
| Voya 71-0294708 | SERVICE PROVIDER | $0 | $0 | 2023 |
| Healey And Associates, Inc | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |