2023 Form 5500 filing — Kennebec Behavioral Health 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 20241008143927NAL0016872609001) for Kennebec Behavioral Health 403(B) Plan, reported by Kennebec Behavioral Health under EIN 01-0265559 and plan number 002. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143927NAL0016872609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennebec Behavioral Health
- EIN
- 01-0265559
- Plan number
- 002
- Location
- Waterville, ME
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,402,637
- Net assets (EOY)
- $19,402,637
- Employer contributions
- $685,134
- Participant contributions
- $1,263,315
- Total income / additions
- $4,853,387
- Benefits paid
- $2,467,843
- Administrative expenses
- $2,908
- Total expenses
- $2,470,751
- Net increase / (decrease)
- $2,382,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,333 | $118,908 |
| Voya 71-0294708 | SERVICE PROVIDER | $0 | $0 |
| Healey And Associates, Inc | NONE | not reported in the loaded dataset | not reported in the loaded dataset |