Concern For Mental Health, Inc. Retirement Plan — Form 5500 plan (Concern For Independent Living, 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, Concern For Mental Health, Inc. Retirement Plan is a benefit plan reported by Concern For Independent Living, Inc. under EIN 23-7259687 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $21,827,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concern For Independent Living, Inc.
EIN
23-7259687
Plan number
001
Plan type
2
Location
Medford, NY
Latest filing year
2023
Participants
465
End-of-year plan assets
$21,827,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20240822112718NAL0002549907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,827,027
Total liabilities (EOY)
$0
Net assets (EOY)
$21,827,027
Net assets (BOY)
$17,561,940

Income & contributions

Employer contributions
$2,104,465
Participant contributions
$0
Total contributions
$2,104,465
Total income / additions
$5,072,069

Expenses & distributions

Benefits paid
$806,982
Administrative expenses
$0
Total expenses
$806,982
Net increase / (decrease)
$4,265,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages