Tri-County Mental Health Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tri-County Mental Health Services (EIN 01-0316813) is a plan sponsor located in Lewiston, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0316813
Location
Lewiston, ME
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tri-County Mental Health Services

  • 2 loaded plans hold $5.6M in reported assets.
  • The largest, Tri-County Mental Health Services 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 416 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,559,648
Total reported assets$5.6M$5,570,153
Total reported participants416
Total reported liabilities$10.5K$10,505

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities$10.5K
Contributions & income
Employer contributions$72.7K
Participant contributions$329.6K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$757.6K
Total expenses$810K
Net increase / (decrease)$394.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tri-County Mental Health Services 403(B) Plan
Participants per plan208Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 297 participants · 2023
  2. 2
    Tri-County Mental Health Services Welfare Plannot reported in the loaded dataset
    Plan #501 · 119 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tri-County Mental Health Services. Open one for its full reported snapshot.

  1. 2023
    Tri-County Mental Health Services Welfare Plan119 participants · 2Sch C
    View filing →
  2. 2023
    Tri-County Mental Health Services 403(B) Plan297 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tri-County Mental Health Services report on Form 5500?
Tri-County Mental Health Services (EIN 01-0316813) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tri-County Mental Health Services?
The Employer Identification Number (EIN) reported for Tri-County Mental Health Services is 01-0316813.
What is the latest Form 5500 filing year for Tri-County Mental Health Services?
The latest loaded Form 5500 filing year for Tri-County Mental Health Services is 2023.

Related Form 5500 pages