Mental Health Mental Retardation Authority Of Brazos Valley Money Purchase Pension Plan — Form 5500 plan (Mental Health Mental Retardation Authority Of Brazos Valley)
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, Mental Health Mental Retardation Authority Of Brazos Valley Money Purchase Pension Plan is a benefit plan reported by Mental Health Mental Retardation Authority Of Brazos Valley under EIN 74-1793265 and plan number 003. The latest loaded filing year is 2023. The filing reports 197 participants and $4,021,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health Mental Retardation Authority Of Brazos Valley
- EIN
- 74-1793265
- Plan number
- 003
- Plan type
- 2
- Location
- Bryan, TX
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $4,021,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241002141130NAL0008390353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,021,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,021,608
- Net assets (BOY)
- $3,515,757
Income & contributions
- Employer contributions
- $223,173
- Participant contributions
- $0
- Total contributions
- $223,173
- Total income / additions
- $749,211
Expenses & distributions
- Benefits paid
- $243,047
- Administrative expenses
- $313
- Total expenses
- $243,360
- Net increase / (decrease)
- $505,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $701 | $15,348 | 2023 |