Plan5500

Trumpet Behavioral Health — 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, Trumpet Behavioral Health (EIN 26-4753045) is a plan sponsor located in Houston, TX 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
26-4753045
Location
Houston, TX
Loaded plans
3
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 Trumpet Behavioral Health

  • 3 loaded plans hold $5.9M in reported assets.
  • The largest, Trumpet Behavioral Health 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,137 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$5.9M$5,909,867
Total reported participants1.1K1,137
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$0Liabilities—
Expenses & distributions
Benefits paid / distributions$93.7K
Total expenses$95.3K
Net increase / (decrease)-$125.2K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Trumpet Behavioral Health 401(K) Plan
Participants per plan379Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Trumpet Behavioral Health 401(K) Plan$5.9M
    Plan #001 · 639 participants · 2023
  2. 2
    Trumpet Behavioral Health Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 295 participants · 2023
  3. 3
    Trumpet Behavioral Health Group Benefit Plannot reported in the loaded dataset
    Plan #502 · 203 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trumpet Behavioral Health. Open one for its full reported snapshot.

  1. 2023
    Trumpet Behavioral Health Cafeteria Plan295 participants · 2No schedules
    View filing →
  2. 2023
    Trumpet Behavioral Health Group Benefit Plan203 participants · 2No schedules
    View filing →
  3. 2023
    Trumpet Behavioral Health 401(K) Plan639 participants · 2Sch HSch C
    View filing →
  4. 2023
    Trumpet Behavioral Health 401k Plan1,317 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trumpet Behavioral Health report on Form 5500?
Trumpet Behavioral Health (EIN 26-4753045) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trumpet Behavioral Health?
The Employer Identification Number (EIN) reported for Trumpet Behavioral Health is 26-4753045.
What is the latest Form 5500 filing year for Trumpet Behavioral Health?
The latest loaded Form 5500 filing year for Trumpet Behavioral Health is 2023.

Related Form 5500 pages