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, Mental Health Cooperative Retirement Plan is a benefit plan reported by Mental Health Cooperative Inc. under EIN 58-2018687 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,039 participants and $48,113,648 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,113,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,113,648
- Net assets (BOY)
- $38,251,618
Income & contributions
- Employer contributions
- $2,026,959
- Participant contributions
- $4,127,313
- Total contributions
- $6,364,772
- Total income / additions
- $13,344,588
Expenses & distributions
- Benefits paid
- $3,403,644
- Administrative expenses
- $78,914
- Total expenses
- $3,482,558
- Net increase / (decrease)
- $9,862,030