Liberty Management Union 401(K) Plan — Form 5500 plan (Liberty Behavioral Management Corp)
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, Liberty Management Union 401(K) Plan is a benefit plan reported by Liberty Behavioral Management Corp under EIN 04-3284656 and plan number 002. The latest loaded filing year is 2023. The filing reports 559 participants and $8,574,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Behavioral Management Corp
- EIN
- 04-3284656
- Plan number
- 002
- Plan type
- 2
- Location
- Glenville, NY
- Latest filing year
- 2023
- Participants
- 559
- End-of-year plan assets
- $8,574,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 559 | H, C | 20251014101752NAL0001223395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,574,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,574,245
- Net assets (BOY)
- $8,096,669
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $334,871
- Total contributions
- $334,871
- Total income / additions
- $1,585,206
Expenses & distributions
- Benefits paid
- $1,004,193
- Administrative expenses
- $68,561
- Total expenses
- $1,088,697
- Net increase / (decrease)
- $496,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $68,561 | $0 | 2023 |