2023 Form 5500 filing — Behavioral Innovations Retirement Savings 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 20241011150851NAL0022158945001) for Behavioral Innovations Retirement Savings Plan, reported by Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations under EIN 26-2657184 and plan number 001. It reports 1,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150851NAL0022158945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations
- EIN
- 26-2657184
- Plan number
- 001
- Location
- Addison, TX
- Participants
- 1,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,317,939
- Total liabilities (EOY)
- $15,719
- Net assets (EOY)
- $3,302,220
- Participant contributions
- $1,100,946
- Total income / additions
- $1,613,501
- Benefits paid
- $353,864
- Administrative expenses
- $78,195
- Total expenses
- $434,493
- Net increase / (decrease)
- $1,179,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $65,551 | not reported in the loaded dataset |
| Hauser Retirement Solutions, Inc | INVESTMENT ADVISOR | $12,644 | not reported in the loaded dataset |