2023 Form 5500 filing — 403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc.
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 20241015161925NAL0015067091001) for 403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc., reported by Mental Health Association Of Rockland County, Inc. under EIN 13-2574845 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161925NAL0015067091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Association Of Rockland County, Inc.
- EIN
- 13-2574845
- Plan number
- 001
- Location
- Valley Cottage, NY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,033,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,033,702
- Employer contributions
- $238,836
- Participant contributions
- $281,346
- Total income / additions
- $1,208,002
- Benefits paid
- $224,639
- Administrative expenses
- $28,305
- Total expenses
- $253,665
- Net increase / (decrease)
- $954,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insur Co Ny | RECORDKEEPER | $25,978 | $0 |
| Ameriprise Financial Services Inc | BROKER/ADVISOR | $0 | $13,658 |
| Penserv, Inc. | CONTRACT ADMIN | $2,575 | $5,314 |
| Envestnet Retirement Solutions, LLC | OTHER | $2,126 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,307 | $0 |