River Valley And Affiliates 403(B) Retirement Savings Plan — Form 5500 plan (Green River Regional Mental Health/Mental)
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, River Valley And Affiliates 403(B) Retirement Savings Plan is a benefit plan reported by Green River Regional Mental Health/Mental under EIN 61-0668290 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $7,141,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green River Regional Mental Health/Mental
- EIN
- 61-0668290
- Plan number
- 001
- Plan type
- 2
- Location
- Owensboro, KY
- Latest filing year
- 2023
- Participants
- 679
- End-of-year plan assets
- $7,141,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 679 | H, C | 20241010135149NAL0011533059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,141,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,141,891
- Net assets (BOY)
- $6,734,880
Income & contributions
- Employer contributions
- $62,702
- Participant contributions
- $471,172
- Total contributions
- $546,082
- Total income / additions
- $1,667,782
Expenses & distributions
- Benefits paid
- $1,209,647
- Administrative expenses
- $50,349
- Total expenses
- $1,260,771
- Net increase / (decrease)
- $407,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,349 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | OTHER SERVICES | $0 | $25,968 | 2023 |