Spectrum Health And Human Services Retirement Plan — Form 5500 plan (Mental Health Services Of Erie County South East Corporation V Dba Spe)
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, Spectrum Health And Human Services Retirement Plan is a benefit plan reported by Mental Health Services Of Erie County South East Corporation V Dba Spe under EIN 16-1019944 and plan number 003. The latest loaded filing year is 2023. The filing reports 418 participants and $13,530,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health Services Of Erie County South East Corporation V Dba Spe
- EIN
- 16-1019944
- Plan number
- 003
- Plan type
- 2
- Location
- Orchard Park, NY
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $13,530,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20241015111028NAL0028160033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,530,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,530,214
- Net assets (BOY)
- $12,028,938
Income & contributions
- Employer contributions
- $600,709
- Participant contributions
- $838,299
- Total contributions
- $1,478,748
- Total income / additions
- $3,351,212
Expenses & distributions
- Benefits paid
- $1,766,245
- Administrative expenses
- $75,603
- Total expenses
- $1,849,936
- Net increase / (decrease)
- $1,501,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $36,907 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $34,586 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mental Health Services Of Erie County South East Corporation V Dba Spe
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Orchard Park, NY
- Ubs Financial Services Inc — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation