2023 Form 5500 filing — Liberty Management Union 401(K) 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 20251014101752NAL0001223395001) for Liberty Management Union 401(K) Plan, reported by Liberty Behavioral Management Corp under EIN 04-3284656 and plan number 002. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014101752NAL0001223395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Behavioral Management Corp
- EIN
- 04-3284656
- Plan number
- 002
- Location
- Glenville, NY
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,574,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,574,245
- Employer contributions
- $0
- Participant contributions
- $334,871
- Total income / additions
- $1,585,206
- Benefits paid
- $1,004,193
- Administrative expenses
- $68,561
- Total expenses
- $1,088,697
- Net increase / (decrease)
- $496,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $68,561 | $0 |