Stairways 403(B) Plan — Form 5500 plan (Stairways 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, Stairways 403(B) Plan is a benefit plan reported by Stairways Behavioral Health under EIN 25-1271559 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $16,009,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stairways Behavioral Health
- EIN
- 25-1271559
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $16,009,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20250414082603NAL0002815664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,009,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,009,883
- Net assets (BOY)
- $14,706,619
Income & contributions
- Employer contributions
- $175,233
- Participant contributions
- $395,911
- Total contributions
- $607,778
- Total income / additions
- $2,653,705
Expenses & distributions
- Benefits paid
- $1,281,072
- Administrative expenses
- $69,369
- Total expenses
- $1,350,441
- Net increase / (decrease)
- $1,303,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $61,876 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $7,493 | $0 | 2023 |