Community Behavioral Health 403(B) Plan — Form 5500 plan (Community Behavioral Health)
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, Community Behavioral Health 403(B) Plan is a benefit plan reported by Community Behavioral Health under EIN 23-2766661 and plan number 001. The latest loaded filing year is 2023. The filing reports 756 participants and $68,278,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Behavioral Health
- EIN
- 23-2766661
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 756
- End-of-year plan assets
- $68,278,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20250314135247NAL0022312369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,278,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,278,317
- Net assets (BOY)
- $56,334,851
Income & contributions
- Employer contributions
- $2,924,003
- Participant contributions
- $3,383,264
- Total contributions
- $6,635,513
- Total income / additions
- $16,197,383
Expenses & distributions
- Benefits paid
- $3,897,623
- Administrative expenses
- $302,989
- Total expenses
- $4,253,917
- Net increase / (decrease)
- $11,943,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity | RECORDKEEPER | $135,109 | $0 | 2023 |
| Equitable Financial Life Insurance | ADVISORY MANAGEMENT | $12,281 | $0 | 2023 |