Greater Oregon Behavioral Health 401(K) Psp — Form 5500 plan (Greater Oregon 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, Greater Oregon Behavioral Health 401(K) Psp is a benefit plan reported by Greater Oregon Behavioral Health under EIN 93-1144014 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $6,569,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Oregon Behavioral Health
- EIN
- 93-1144014
- Plan number
- 001
- Plan type
- 2
- Location
- The Dalles, OR
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $6,569,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240730095117NAL0031436080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,569,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,830
- Net assets (BOY)
- $5,230,586
Income & contributions
- Employer contributions
- $554,903
- Participant contributions
- $486,634
- Total contributions
- $1,118,377
- Total income / additions
- $2,042,609
Expenses & distributions
- Benefits paid
- $648,104
- Administrative expenses
- $55,261
- Total expenses
- $703,365
- Net increase / (decrease)
- $1,339,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $21,383 | $0 | 2023 |
| Morgan Stanley Global | NONE | $19,178 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |