Preferred Behavioral Health Of Nj 403(B) Plan — Form 5500 plan (Preferred Behavioral Health Of Nj)
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, Preferred Behavioral Health Of Nj 403(B) Plan is a benefit plan reported by Preferred Behavioral Health Of Nj under EIN 22-2196988 and plan number 002. The latest loaded filing year is 2023. The filing reports 501 participants and $14,408,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preferred Behavioral Health Of Nj
- EIN
- 22-2196988
- Plan number
- 002
- Plan type
- 2
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $14,408,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241008134538NAL0017718673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,408,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,408,857
- Net assets (BOY)
- $13,568,984
Income & contributions
- Employer contributions
- $524,534
- Participant contributions
- $470,028
- Total contributions
- $1,280,199
- Total income / additions
- $3,397,431
Expenses & distributions
- Benefits paid
- $2,491,880
- Administrative expenses
- $65,678
- Total expenses
- $2,557,558
- Net increase / (decrease)
- $839,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,677 | $0 | 2023 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $26,523 | 2023 |