Cmha 403(B) Plan — Form 5500 plan (Community Mental Health Affiliates, Inc.)
Plain-English plan 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, Cmha 403(B) Plan is a benefit plan reported by Community Mental Health Affiliates, Inc. under EIN 06-0934544 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $13,035,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Mental Health Affiliates, Inc.
- EIN
- 06-0934544
- Plan number
- 001
- Plan type
- 2
- Location
- New Britain, CT
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $13,035,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20241014132420NAL0026254849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,035,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,035,064
- Net assets (BOY)
- $11,038,592
Income & contributions
- Employer contributions
- $372,242
- Participant contributions
- $734,778
- Total contributions
- $1,141,368
- Total income / additions
- $2,868,078
Expenses & distributions
- Benefits paid
- $802,907
- Administrative expenses
- $61,360
- Total expenses
- $871,606
- Net increase / (decrease)
- $1,996,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,360 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $24,022 | 2023 |
| The Angell Pension Group Inc | THIRD PARTY ADMIN | $0 | $9,037 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Mental Health Affiliates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Britain, CT
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation