Grand Lake Mental Health Center Money Purchase Plan — Form 5500 plan (Grand Lake Mental Health Center)
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, Grand Lake Mental Health Center Money Purchase Plan is a benefit plan reported by Grand Lake Mental Health Center under EIN 73-1039733 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,229 participants and $21,886,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grand Lake Mental Health Center
- EIN
- 73-1039733
- Plan number
- 001
- Plan type
- 2
- Location
- Nowata, OK
- Latest filing year
- 2023
- Participants
- 1,229
- End-of-year plan assets
- $21,886,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,229 | H, C | 20241219110154NAL0003112403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,886,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,886,742
- Net assets (BOY)
- $15,201,201
Income & contributions
- Employer contributions
- $4,990,934
- Total contributions
- $5,011,579
- Total income / additions
- $7,787,148
Expenses & distributions
- Benefits paid
- $1,048,509
- Administrative expenses
- $53,098
- Total expenses
- $1,101,607
- Net increase / (decrease)
- $6,685,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co. | CONTRACT ADMINISTRATOR | $53,098 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $52,514 | 2023 |
| Cambridge Investment Research, Inc. | OTHER SERVICES | $0 | $11,541 | 2023 |
| Employee Benefits Group, LLC | OTHER SERVICES | $0 | $6,109 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grand Lake Mental Health Center
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Nowata, OK
- Principal Life Insurance Co. — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation