Southeastern Behavioral Healthcare 403(B) Plan — Form 5500 plan (Southeastern Behavioral Healthcare)
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, Southeastern Behavioral Healthcare 403(B) Plan is a benefit plan reported by Southeastern Behavioral Healthcare under EIN 46-0232306 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $4,920,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Behavioral Healthcare
- EIN
- 46-0232306
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $4,920,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20241014093945NAL0052963330005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,920,670
- Net assets (EOY)
- $4,920,670
- Net assets (BOY)
- $4,411,868
Income & contributions
- Employer contributions
- $119,407
- Participant contributions
- $550,449
- Total contributions
- $688,289
- Total income / additions
- $1,416,050
Expenses & distributions
- Benefits paid
- $864,563
- Administrative expenses
- $42,685
- Total expenses
- $907,248
- Net increase / (decrease)
- $508,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,034 | $0 | 2023 |
| Ria Advisory Group LLC | INVESTMENT ADVISORY | $10,651 | $13 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Behavioral Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Principal Life Insurance Company — Schedule C compensation
- Ria Advisory Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation