403(B) Thrift Plan Of Lincoln Behavioral Services — Form 5500 plan (Lincoln Behavioral 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, 403(B) Thrift Plan Of Lincoln Behavioral Services is a benefit plan reported by Lincoln Behavioral Services under EIN 38-2833497 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $7,006,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Behavioral Services
- EIN
- 38-2833497
- Plan number
- 002
- Plan type
- 2
- Location
- Redford, MI
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $7,006,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240927131856NAL0001277635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,006,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,006,286
- Net assets (BOY)
- $6,451,029
Income & contributions
- Employer contributions
- $289,931
- Participant contributions
- $367,058
- Total contributions
- $729,245
- Total income / additions
- $1,573,083
Expenses & distributions
- Benefits paid
- $1,016,600
- Administrative expenses
- $1,226
- Total expenses
- $1,017,826
- Net increase / (decrease)
- $555,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $1,226 | $0 | 2023 |