2023 Form 5500 filing — Greater Oregon Behavioral Health 401(K) Psp
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730095117NAL0031436080001) for Greater Oregon Behavioral Health 401(K) Psp, reported by Greater Oregon Behavioral Health under EIN 93-1144014 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730095117NAL0031436080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Oregon Behavioral Health
- EIN
- 93-1144014
- Plan number
- 001
- Location
- The Dalles, OR
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,569,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,830
- Employer contributions
- $554,903
- Participant contributions
- $486,634
- Total income / additions
- $2,042,609
- Benefits paid
- $648,104
- Administrative expenses
- $55,261
- Total expenses
- $703,365
- Net increase / (decrease)
- $1,339,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $21,383 | $0 |
| Morgan Stanley Global | NONE | $19,178 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $14,700 | not reported in the loaded dataset |