Bestself Behavioral Health 401(K) Plan — Form 5500 plan (Bestself Behavioral Health, 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, Bestself Behavioral Health 401(K) Plan is a benefit plan reported by Bestself Behavioral Health, Inc. under EIN 16-1004090 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,513 participants and $28,037,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bestself Behavioral Health, Inc.
- EIN
- 16-1004090
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 1,513
- End-of-year plan assets
- $28,037,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,513 | H, C | 20241009115624NAL0032579952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,037,075
- Net assets (EOY)
- $28,037,075
- Net assets (BOY)
- $23,461,693
Income & contributions
- Employer contributions
- $1,284,667
- Participant contributions
- $2,865,651
- Total contributions
- $4,363,404
- Total income / additions
- $8,639,685
Expenses & distributions
- Benefits paid
- $3,931,326
- Administrative expenses
- $130,044
- Total expenses
- $4,064,303
- Net increase / (decrease)
- $4,575,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $78,229 | $0 | 2023 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $21,669 | $12,041 | 2023 |
| Lawley-Courier Advisors, LLC | INVESTMENT ADVISORY | $29,976 | $24 | 2023 |
| Morningstar Investment Management L | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bestself Behavioral Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Lawley-Courier Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation