Retirement Income Security Plan-Telos Rtc — Form 5500 plan (Telos Residential Treatment Center, LLC)
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, Retirement Income Security Plan-Telos Rtc is a benefit plan reported by Telos Residential Treatment Center, LLC under EIN 20-0849476 and plan number 003. The latest loaded filing year is 2023. The filing reports 203 participants and $2,400,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Telos Residential Treatment Center, LLC
- EIN
- 20-0849476
- Plan number
- 003
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $2,400,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241015132504NAL0029779857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,400,485
- Net assets (EOY)
- $2,400,485
- Net assets (BOY)
- $1,824,754
Income & contributions
- Employer contributions
- $157,048
- Participant contributions
- $317,688
- Total contributions
- $497,262
- Total income / additions
- $828,025
Expenses & distributions
- Benefits paid
- $227,299
- Administrative expenses
- $24,995
- Total expenses
- $252,294
- Net increase / (decrease)
- $575,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $11,841 | not reported in the loaded dataset | 2023 |
| The Norden Group | NONE | $6,899 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $5,428 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $435 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Telos Residential Treatment Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Ameritas Life Insurance Corp — Schedule C compensation
- The Norden Group — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation