Mental Health Partnerships Tax Sheltered Annuity Plan — Form 5500 plan (Mental Health Partnerships)
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, Mental Health Partnerships Tax Sheltered Annuity Plan is a benefit plan reported by Mental Health Partnerships under EIN 23-1425035 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $5,944,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health Partnerships
- EIN
- 23-1425035
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $5,944,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250106123206NAL0004443043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,944,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,944,676
- Net assets (BOY)
- $5,314,821
Income & contributions
- Employer contributions
- $159,753
- Participant contributions
- $265,975
- Total contributions
- $442,121
- Total income / additions
- $1,350,489
Expenses & distributions
- Benefits paid
- $669,991
- Administrative expenses
- $50,643
- Total expenses
- $720,634
- Net increase / (decrease)
- $629,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Svcs | NONE | $28,347 | not reported in the loaded dataset | 2023 |