2023 Form 5500 filing — Retirement Income Security Plan-Telos Rtc
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 20241015132504NAL0029779857001) for Retirement Income Security Plan-Telos Rtc, reported by Telos Residential Treatment Center, LLC under EIN 20-0849476 and plan number 003. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132504NAL0029779857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telos Residential Treatment Center, LLC
- EIN
- 20-0849476
- Plan number
- 003
- Location
- Orem, UT
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,400,485
- Net assets (EOY)
- $2,400,485
- Employer contributions
- $157,048
- Participant contributions
- $317,688
- Total income / additions
- $828,025
- Benefits paid
- $227,299
- Administrative expenses
- $24,995
- Total expenses
- $252,294
- Net increase / (decrease)
- $575,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $11,841 | not reported in the loaded dataset |
| The Norden Group | NONE | $6,899 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $5,428 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $435 | $0 |