2023 Form 5500 filing — Mental Health Mental Retardation Authority Of Brazos Valley Money Purchase Pension 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 20241002141130NAL0008390353001) for Mental Health Mental Retardation Authority Of Brazos Valley Money Purchase Pension Plan, reported by Mental Health Mental Retardation Authority Of Brazos Valley under EIN 74-1793265 and plan number 003. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002141130NAL0008390353001
Filing year
2023
Form type
2
Plan sponsor
Mental Health Mental Retardation Authority Of Brazos Valley
EIN
74-1793265
Plan number
003
Location
Bryan, TX
Participants
197
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,021,608
Total liabilities (EOY)
$0
Net assets (EOY)
$4,021,608
Employer contributions
$223,173
Participant contributions
$0
Total income / additions
$749,211
Benefits paid
$243,047
Administrative expenses
$313
Total expenses
$243,360
Net increase / (decrease)
$505,851
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$701$15,348

Related Form 5500 pages