2023 Form 5500 filing — T-Mha 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 20241014194322NAL0028174513001) for T-Mha Pension Plan, reported by Transitions - Mental Health Association under EIN 95-3509040 and plan number 002. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014194322NAL0028174513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transitions - Mental Health Association
- EIN
- 95-3509040
- Plan number
- 002
- Location
- San Luis Obispo, CA
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,282,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,282,676
- Employer contributions
- $341,248
- Participant contributions
- $504,533
- Total income / additions
- $2,034,915
- Benefits paid
- $421,578
- Administrative expenses
- $9,036
- Total expenses
- $430,895
- Net increase / (decrease)
- $1,604,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Settlement And Clearing | CUSTODIAN | $5,125 | not reported in the loaded dataset |
| California Pension Admin | THIRD PARTY ADMIN | $3,911 | not reported in the loaded dataset |