Allwell Behavioral Health Services Gain Sharing Plan — Form 5500 plan (Allwell Behavioral Health Services)

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, Allwell Behavioral Health Services Gain Sharing Plan is a benefit plan reported by Allwell Behavioral Health Services under EIN 31-0642653 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $5,050,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allwell Behavioral Health Services
EIN
31-0642653
Plan number
001
Plan type
2
Location
Zanesville, OH
Latest filing year
2023
Participants
356
End-of-year plan assets
$5,050,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20250404091858NAL0013233777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,050,327
Net assets (EOY)
$5,050,327
Net assets (BOY)
$5,009,510

Income & contributions

Employer contributions
$86,241
Total contributions
$86,241
Total income / additions
$694,272

Expenses & distributions

Benefits paid
$649,881
Administrative expenses
$3,574
Total expenses
$653,455
Net increase / (decrease)
$40,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance Co.NONE$3,573$02023

Related Form 5500 pages