Sun Behavioral Health, Inc. 401(K) Plan — Form 5500 plan (Sun Behavioral Health, 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, Sun Behavioral Health, Inc. 401(K) Plan is a benefit plan reported by Sun Behavioral Health, Inc. under EIN 46-3864259 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,152 participants and $11,311,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun Behavioral Health, Inc.
EIN
46-3864259
Plan number
001
Plan type
2
Location
Brick, NJ
Latest filing year
2023
Participants
1,152
End-of-year plan assets
$11,311,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,152H, C20241010141713NAL0021204993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,311,976
Total liabilities (EOY)
$0
Net assets (EOY)
$11,311,976
Net assets (BOY)
$8,020,968

Income & contributions

Employer contributions
$959,051
Participant contributions
$1,730,423
Total contributions
$2,848,451
Total income / additions
$4,315,281

Expenses & distributions

Benefits paid
$918,082
Administrative expenses
$105,363
Total expenses
$1,024,273
Net increase / (decrease)
$3,291,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment AdvisorsSERVICE PROVIDER$0$7,0392023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,035$02023

Related Form 5500 pages