The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health — Form 5500 plan (Peninsula Behavioral Health)
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, The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health is a benefit plan reported by Peninsula Behavioral Health under EIN 91-0869129 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $6,687,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Behavioral Health
- EIN
- 91-0869129
- Plan number
- 001
- Plan type
- 2
- Location
- Port Angeles, WA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $6,687,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241002113952NAL0014878496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,687,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,687,022
- Net assets (BOY)
- $4,950,711
Income & contributions
- Employer contributions
- $428,283
- Participant contributions
- $433,363
- Total contributions
- $944,466
- Total income / additions
- $2,089,682
Expenses & distributions
- Benefits paid
- $325,673
- Administrative expenses
- $27,698
- Total expenses
- $353,371
- Net increase / (decrease)
- $1,736,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $15,961 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $0 | $11,502 | 2023 |
| Evergreen Retirement Plan Consultin | TPA | $4,000 | not reported in the loaded dataset | 2023 |