T-Mha Pension Plan — Form 5500 plan (Transitions - Mental Health Association)
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, T-Mha Pension Plan is a benefit plan reported by Transitions - Mental Health Association under EIN 95-3509040 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $8,282,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transitions - Mental Health Association
- EIN
- 95-3509040
- Plan number
- 002
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $8,282,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241014194322NAL0028174513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,282,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,282,676
- Net assets (BOY)
- $6,678,656
Income & contributions
- Employer contributions
- $341,248
- Participant contributions
- $504,533
- Total contributions
- $870,269
- Total income / additions
- $2,034,915
Expenses & distributions
- Benefits paid
- $421,578
- Administrative expenses
- $9,036
- Total expenses
- $430,895
- Net increase / (decrease)
- $1,604,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Settlement And Clearing | CUSTODIAN | $5,125 | not reported in the loaded dataset | 2023 |
| California Pension Admin | THIRD PARTY ADMIN | $3,911 | not reported in the loaded dataset | 2023 |