403(B) Thrift Aggregated Plan Of Association For Mental Health And Wellness — Form 5500 plan (Association For Mental Health & Wellness)
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, 403(B) Thrift Aggregated Plan Of Association For Mental Health And Wellness is a benefit plan reported by Association For Mental Health & Wellness under EIN 11-3012392 and plan number 003. The latest loaded filing year is 2023. The filing reports 259 participants and $8,387,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Association For Mental Health & Wellness
- EIN
- 11-3012392
- Plan number
- 003
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $8,387,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241015101952NAL0028041393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,387,889
- Net assets (EOY)
- $8,387,889
- Net assets (BOY)
- $7,945,689
Income & contributions
- Employer contributions
- $268,377
- Participant contributions
- $252,761
- Total contributions
- $562,025
- Total income / additions
- $1,805,982
Expenses & distributions
- Benefits paid
- $1,362,783
- Administrative expenses
- $999
- Total expenses
- $1,363,782
- Net increase / (decrease)
- $442,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $24 | $0 | 2023 |