2023 Form 5500 filing — The Cove Behavioral Health, Inc. 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 20250130160231NAL0001691040001) for The Cove Behavioral Health, Inc. Retirement Plan, reported by Cove Behavioral Health, Inc. under EIN 59-1514993 and plan number 003. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130160231NAL0001691040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cove Behavioral Health, Inc.
- EIN
- 59-1514993
- Plan number
- 003
- Location
- Tampa, FL
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,220,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,220,658
- Employer contributions
- $174,485
- Participant contributions
- $428,107
- Total income / additions
- $1,091,612
- Benefits paid
- $652,110
- Administrative expenses
- $39,712
- Total expenses
- $691,822
- Net increase / (decrease)
- $399,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $16,266 | $0 |
| Gw Henssler And Assoc | INVESTMENT ADVISOR | $14,998 | not reported in the loaded dataset |
| Florida Retirement Consultants | THIRD PARTY ADMIN | $9,572 | $0 |