Plan5500

Southeast Health Group Retirement Plan — Form 5500 plan (Southeast Behavioral Health Group Dba Southeast Health Group)

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, Southeast Health Group Retirement Plan is a benefit plan reported by Southeast Behavioral Health Group Dba Southeast Health Group under EIN 27-1388543 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $224,954 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$225KPlan net assets, end of year$224,954
Participants155Covered participants reported
Assets / participant$1.5KComputed: assets ÷ participants$1,451 (computed)
Provider compensation$26.8K3 Schedule C provider row(s)$26,759
Plan sponsor
Southeast Behavioral Health Group Dba Southeast Health Group
EIN
27-1388543
Plan number
001
Plan type
2
Location
La Junta, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    155 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$225K total assets
Net assets$225KLiabilities$0
Money in vs. money out
Total income / additions$256K
Total expenses$5.4M
Benefits paid / distributions$5.4M
Contributions
Employer$5.2K
Participant$9.1K
Full reported line items

Net assets

Total assets (EOY)
$224,954
Total liabilities (EOY)
$0
Net assets (EOY)
$224,954
Net assets (BOY)
$5,403,151

Income & contributions

Employer contributions
$5,158
Participant contributions
$9,113
Total contributions
$14,271
Total income / additions
$256,048

Expenses & distributions

Benefits paid
$5,396,524
Administrative expenses
$26,909
Total expenses
$5,434,245
Net increase / (decrease)
-$5,178,197
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets2416%Computed ratio
Benefits paid ÷ total income2108%Computed ratio
Provider comp. ÷ net assets12%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$14.3K
    CONTRACT ADMINISTRATOR · Direct $14.3K · Indirect $0
  2. 2
    Ima Wealth Inc$12.4K
    INVESTMENT ADVISORY · Direct $12.4K · Indirect $3
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Southeast Health Group Retirement Plan?
Southeast Health Group Retirement Plan is reported as sponsored by Southeast Behavioral Health Group Dba Southeast Health Group (EIN 27-1388543, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Southeast Health Group Retirement Plan?
The latest Form 5500 filing year loaded for Southeast Health Group Retirement Plan is 2023.
How many participants does Southeast Health Group Retirement Plan report?
Southeast Health Group Retirement Plan reports 155 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Southeast Health Group Retirement Plan?
Southeast Health Group Retirement Plan reports $224,954 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages