Plan5500

Meridian Behavioral Healthcare, Inc. 401 (A) Plan — Form 5500 plan (Meridian Behavioral Healthcare, 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, Meridian Behavioral Healthcare, Inc. 401 (A) Plan is a benefit plan reported by Meridian Behavioral Healthcare, Inc. under EIN 59-1906214 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $6,737,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Behavioral Healthcare, Inc.
EIN
59-1906214
Plan number
001
Plan type
2
Location
Gainseville, FL
Latest filing year
2023
Participants
291
End-of-year plan assets
$6,737,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H, C20250119174038NAL0000716403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,737,215
Total liabilities (EOY)
$0
Net assets (EOY)
$6,737,215
Net assets (BOY)
$6,583,608

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$925,162

Expenses & distributions

Benefits paid
$722,090
Administrative expenses
$49,465
Total expenses
$771,555
Net increase / (decrease)
$153,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT MGMT$20,468not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$16,560not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$12,437$02023

Related Form 5500 pages