2023 Form 5500 filing — Meridian Behavioral Healthcare, Inc. 403(B) 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 20250119174911NAL0000966961001) for Meridian Behavioral Healthcare, Inc. 403(B) Plan, reported by Meridian Behavioral Healthcare, Inc. under EIN 59-1906214 and plan number 002. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250119174911NAL0000966961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridian Behavioral Healthcare, Inc.
- EIN
- 59-1906214
- Plan number
- 002
- Location
- Gainseville, FL
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,596,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,596,896
- Employer contributions
- $495,317
- Participant contributions
- $1,069,643
- Total income / additions
- $2,992,771
- Benefits paid
- $2,513,591
- Administrative expenses
- $69,584
- Total expenses
- $2,668,245
- Net increase / (decrease)
- $324,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,994 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $18,318 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $16,449 | not reported in the loaded dataset |
| The Variable Annuity Life Insurance | ANNUITY PROVIDER | $4,842 | not reported in the loaded dataset |