Beacon Mental Health 403(B) Retirement Plan — Form 5500 plan (Tri-County Mental Health Services, Inc., Dba Beacon Mental 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, Beacon Mental Health 403(B) Retirement Plan is a benefit plan reported by Tri-County Mental Health Services, Inc., Dba Beacon Mental Health under EIN 43-1556416 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $6,222,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-County Mental Health Services, Inc., Dba Beacon Mental Health
- EIN
- 43-1556416
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240913102312NAL0009779105001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,222,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,222,848
- Net assets (BOY)
- $5,533,963
Income & contributions
- Employer contributions
- $185,588
- Participant contributions
- $532,398
- Total contributions
- $718,592
- Total income / additions
- $1,702,160
Expenses & distributions
- Benefits paid
- $982,264
- Administrative expenses
- $31,011
- Total expenses
- $1,013,275
- Net increase / (decrease)
- $688,885
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,011 | $0 | 2023 |
| Mariner Retirement Advisors LLC | INVESTMENT ADVISOR | $0 | $16,517 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-County Mental Health Services, Inc., Dba Beacon Mental Health
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Principal Life Insurance Company — Schedule C compensation
- Mariner Retirement Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation