Thrive Behavioral Health Inc. Pension Plan — Form 5500 plan (Thrive Behavioral Health Inc.)

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, Thrive Behavioral Health Inc. Pension Plan is a benefit plan reported by Thrive Behavioral Health Inc. under EIN 51-0189278 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $13,005,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thrive Behavioral Health Inc.
EIN
51-0189278
Plan number
001
Plan type
2
Location
Warwick, RI
Latest filing year
2023
Participants
390
End-of-year plan assets
$13,005,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20250414171058NAL0000936371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,005,562
Total liabilities (EOY)
$0
Net assets (EOY)
$13,005,562
Net assets (BOY)
$11,721,775

Income & contributions

Employer contributions
$271,363
Participant contributions
$798,965
Total contributions
$1,171,603
Total income / additions
$2,656,431

Expenses & distributions

Benefits paid
$1,291,054
Administrative expenses
$68,278
Total expenses
$1,372,644
Net increase / (decrease)
$1,283,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captial Wealth Management, Inc.INVESTMENT/FINANCIAL ADVI$37,569$02023
Adp, Inc.RECORD KEEPER$30,708$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages