Beacon Light Behavioral Health Systems Retirement Plan — Form 5500 plan (Children'S Home Of Bradford, Pa)

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, Beacon Light Behavioral Health Systems Retirement Plan is a benefit plan reported by Children'S Home Of Bradford, Pa under EIN 25-0965291 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $14,051,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children'S Home Of Bradford, Pa
EIN
25-0965291
Plan number
001
Plan type
2
Location
Bradford, PA
Latest filing year
2023
Participants
595
End-of-year plan assets
$14,051,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20241014101745NAL0013116579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,051,878
Total liabilities (EOY)
$0
Net assets (EOY)
$14,051,878
Net assets (BOY)
$11,706,238

Income & contributions

Employer contributions
$301,452
Participant contributions
$901,389
Total contributions
$1,202,841
Total income / additions
$3,187,284

Expenses & distributions

Benefits paid
$770,078
Administrative expenses
$71,566
Total expenses
$841,644
Net increase / (decrease)
$2,345,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORD KEEPER$43,541$02023
Wilshire Associates Inc.FIDUCIARY ADVISOR$6,220$02023

Related Form 5500 pages