2023 Form 5500 filing — The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health
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 20241002113952NAL0014878496001) for The 403(B) Retirement Plan For Employees Of Peninsula Behavioral Health, reported by Peninsula Behavioral Health under EIN 91-0869129 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113952NAL0014878496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peninsula Behavioral Health
- EIN
- 91-0869129
- Plan number
- 001
- Location
- Port Angeles, WA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,687,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,687,022
- Employer contributions
- $428,283
- Participant contributions
- $433,363
- Total income / additions
- $2,089,682
- Benefits paid
- $325,673
- Administrative expenses
- $27,698
- Total expenses
- $353,371
- Net increase / (decrease)
- $1,736,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $15,961 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $0 | $11,502 |
| Evergreen Retirement Plan Consultin | TPA | $4,000 | not reported in the loaded dataset |