Meridian Behavioral Healthcare, Inc. 403(B) Plan — Form 5500 plan (Meridian Behavioral Healthcare, 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, Meridian Behavioral Healthcare, Inc. 403(B) Plan is a benefit plan reported by Meridian Behavioral Healthcare, Inc. under EIN 59-1906214 and plan number 002. The latest loaded filing year is 2023. The filing reports 731 participants and $10,596,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meridian Behavioral Healthcare, Inc.
- EIN
- 59-1906214
- Plan number
- 002
- Plan type
- 2
- Location
- Gainseville, FL
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $10,596,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20250119174911NAL0000966961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,596,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,596,896
- Net assets (BOY)
- $10,272,370
Income & contributions
- Employer contributions
- $495,317
- Participant contributions
- $1,069,643
- Total contributions
- $1,565,957
- Total income / additions
- $2,992,771
Expenses & distributions
- Benefits paid
- $2,513,591
- Administrative expenses
- $69,584
- Total expenses
- $2,668,245
- Net increase / (decrease)
- $324,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,994 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $18,318 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $16,449 | not reported in the loaded dataset | 2023 |
| The Variable Annuity Life Insurance | ANNUITY PROVIDER | $4,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meridian Behavioral Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainseville, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- The Variable Annuity Life Insurance — Schedule C compensation