Renaissance Behavioral Health System, Inc. And Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan — Form 5500 plan (Renaissance Behavioral Health System, 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, Renaissance Behavioral Health System, Inc. And Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan is a benefit plan reported by Renaissance Behavioral Health System, Inc. under EIN 59-3010472 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $21,618,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Renaissance Behavioral Health System, Inc.
EIN
59-3010472
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
934
End-of-year plan assets
$21,618,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023934H, C20250430083216NAL0002566720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,618,029
Net assets (EOY)
$21,618,029
Net assets (BOY)
$20,385,084

Income & contributions

Employer contributions
$231,627
Participant contributions
$578,797
Total contributions
$810,424
Total income / additions
$3,406,143

Expenses & distributions

Benefits paid
$2,156,414
Administrative expenses
$14,822
Total expenses
$2,173,198
Net increase / (decrease)
$1,232,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance Co.NONE$14,822$02023

Related Form 5500 pages