2023 Form 5500 filing — Comprehensive Mental Health Center Of Tacoma-Pierce County 403 (B) Retirement 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 20241015125339NAL0014665123001) for Comprehensive Mental Health Center Of Tacoma-Pierce County 403 (B) Retirement Plan, reported by Comprehensive Mental Health Center Of Tacoma-Pierce County under EIN 91-0854239 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125339NAL0014665123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Comprehensive Mental Health Center Of Tacoma-Pierce County
- EIN
- 91-0854239
- Plan number
- 001
- Location
- Tacoma, WA
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,592,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,592,484
- Employer contributions
- $763,593
- Participant contributions
- $272,855
- Total income / additions
- $2,606,255
- Benefits paid
- $655,717
- Administrative expenses
- $68,369
- Total expenses
- $724,086
- Net increase / (decrease)
- $1,882,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc | RECORDKEEPER | $67,299 | not reported in the loaded dataset |
| Trutina Financial | INVESTMENT ADVISORY | $900 | not reported in the loaded dataset |
| Voya Ret Ins And Annutiy Co | SERVICE PROVIDER | $170 | $0 |