Behavioral Innovations Retirement Savings Plan — Form 5500 plan (Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations)

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, Behavioral Innovations Retirement Savings Plan is a benefit plan reported by Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations under EIN 26-2657184 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,860 participants and $3,317,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations
EIN
26-2657184
Plan number
001
Plan type
2
Location
Addison, TX
Latest filing year
2023
Participants
1,860
End-of-year plan assets
$3,317,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,860H, C20241011150851NAL0022158945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,317,939
Total liabilities (EOY)
$15,719
Net assets (EOY)
$3,302,220
Net assets (BOY)
$2,123,212

Income & contributions

Participant contributions
$1,100,946
Total contributions
$1,128,182
Total income / additions
$1,613,501

Expenses & distributions

Benefits paid
$353,864
Administrative expenses
$78,195
Total expenses
$434,493
Net increase / (decrease)
$1,179,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$65,551not reported in the loaded dataset2023
Hauser Retirement Solutions, IncINVESTMENT ADVISOR$12,644not reported in the loaded dataset2023

Related Form 5500 pages