2023 Form 5500 filing — Beacon Mental Health 403(B) Retirement Plan
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 20240913102312NAL0009779105001) for Beacon Mental Health 403(B) Retirement Plan, reported by Tri-County Mental Health Services, Inc., Dba Beacon Mental Health under EIN 43-1556416 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913102312NAL0009779105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-County Mental Health Services, Inc., Dba Beacon Mental Health
- EIN
- 43-1556416
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,222,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,222,848
- Employer contributions
- $185,588
- Participant contributions
- $532,398
- Total income / additions
- $1,702,160
- Benefits paid
- $982,264
- Administrative expenses
- $31,011
- Total expenses
- $1,013,275
- Net increase / (decrease)
- $688,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,011 | $0 |
| Mariner Retirement Advisors LLC | INVESTMENT ADVISOR | $0 | $16,517 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |