2023 Form 5500 filing — Preferred Behavioral Health Of Nj 403(B) 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 20241008134538NAL0017718673001) for Preferred Behavioral Health Of Nj 403(B) Plan, reported by Preferred Behavioral Health Of Nj under EIN 22-2196988 and plan number 002. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134538NAL0017718673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preferred Behavioral Health Of Nj
- EIN
- 22-2196988
- Plan number
- 002
- Location
- Lakewood, NJ
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,408,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,408,857
- Employer contributions
- $524,534
- Participant contributions
- $470,028
- Total income / additions
- $3,397,431
- Benefits paid
- $2,491,880
- Administrative expenses
- $65,678
- Total expenses
- $2,557,558
- Net increase / (decrease)
- $839,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,677 | $0 |
| Newport Capital Group | INVESTMENT ADVISORY | $0 | $26,523 |