How big is Allwell Behavioral Health Services' plan?

Allwell Behavioral Health Services' plan reported $5.1M in assets and 185 participants for 2023.

Original filing (PDF)20250404091858NAL0013233777001

Allwell Behavioral Health Services

Name: Allwell Behavioral Health Services — Allwell Behavio, Form 5500 (2023)
Creator: Allwell Behavioral Health Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Allwell Behavioral Health Services GAIN Sharing Plan

403(b) retirement plan · Allwell Behavioral Health Services' Allwell Behavioral Health Services GAIN Sharing Plan held $5.1M in plan assets for 185 participants in 2023.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

185

Accounts w/ balance

302

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

James A. McDonald signed Allwell Behavioral Health Services' 2023 Form 5500 as plan administrator.

James A. McDonald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allwell Behavioral Health Services' EIN is 31-0642653.

EIN 31-0642653

Plan number 001

Plan year 2023

ACK ID 20250404091858NAL0013233777001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Allwell Behavioral Health Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Allwell Behavioral Health Services' plan includes profit-sharing, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLWELL BEHAVIORAL HEALTH SERVICES.

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ALLWELL BEHAVIORAL HEALTH SERVICES

EIN

all filings

Address

2845 BELL STREET · ZANESVILLE, OH · 43701

Phone

(740) 454-9766

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CO&CO TAX AND ACCOUNTING SERVICES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO.	74-1625348	—	NONE	$4K	—

Investments

46 direct securities· $5.4M(100% of reported assets)

Pooled Separate Accounts

$4.0M

43 holdings

Other securities

$1.4M

3 holdings

					% of plan
VALIC GENERAL ACCOUNT FIXED ACCOUNT PLUS	Other securities	—	—	$1.1M	21.8%
VALIC SEPARATE ACCOUNT A STOCK INDEX FUND	Pooled Separate Accounts	—	—	$720K	14.2%
VALIC SEPARATE ACCOUNT A MID CAP INDEX FUND	Pooled Separate Accounts	—	—	$565K	11.2%
VALIC SEPARATE ACCOUNT A SCIENCE & TECHNOLOGY FUND	Pooled Separate Accounts	—	—	$418K	8.3%
VALIC SEPARATE ACCOUNT A VANGUARD WELLINGTON FUND INC	Pooled Separate Accounts	—	—	$289K	5.7%
VALIC SEPARATE ACCOUNT A MODERATE GROWTH LIFESTYLE	Pooled Separate Accounts	—	—	$267K	5.3%
VALIC GENERAL ACCOUNT SHORT TERM FIXED ACCOUNT	Other securities	—	—	$258K	5.1%
VALIC SEPARATE ACCOUNT A INTERNATIONAL GROWTH FUND	Pooled Separate Accounts	—	—	$197K	3.9%
VALIC SEPARATE ACCOUNT A GS VIT GOV MONEY MKT FD INST	Pooled Separate Accounts	—	—	$159K	3.1%
VALIC SEPARATE ACCOUNT A SMALL CAP GROWTH FUND	Pooled Separate Accounts	—	—	$133K	2.6%
VALIC SEPARATE ACCOUNT A GOVERNMENT SECURITIES FUND 577 * VALIC SEPARATE ACCOUNT A GROWTH FUND	Pooled Separate Accounts	—	—	$120K	2.4%
VALIC SEPARATE ACCOUNT A SYSTEMATIC CORE FUND	Pooled Separate Accounts	—	—	$120K	2.4%
VALIC SEPARATE ACCOUNT A GOVERNMENT SECURITIES FUND 327 * VALIC SEPARATE ACCOUNT A GROWTH FUND	Pooled Separate Accounts	—	—	$88K	1.7%
VALIC SEPARATE ACCOUNT A INTERNATIONAL EQUITIES INDEX FUND	Pooled Separate Accounts	—	—	$82K	1.6%
VALIC SEPARATE ACCOUNT A VANGUARD WINDSOR II	Pooled Separate Accounts	—	—	$67K	1.3%
VALIC SEPARATE ACCOUNT A MID CAP VALUE FUND	Pooled Separate Accounts	—	—	$65K	1.3%
VALIC SEPARATE ACCOUNT A INTERNATIONAL VALUE FUND	Pooled Separate Accounts	—	—	$56K	1.1%
VALIC SEPARATE ACCOUNT A MID CAP STRATEGIC GWTH	Pooled Separate Accounts	—	—	$53K	1.0%
VALIC SEPARATE ACCOUNT A SMALL CAP VALUE FUND	Pooled Separate Accounts	—	—	$53K	1.0%
VALIC SEPARATE ACCOUNT A GLOBAL STRATEGY	Pooled Separate Accounts	—	—	$50K	1.0%
VALIC SEPARATE ACCOUNT A EMERGING ECONOMIES	Pooled Separate Accounts	—	—	$49K	1.0%
VALIC SEPARATE ACCOUNT A US SOCIALLY RESPONSIBLE FUND	Pooled Separate Accounts	—	—	$46K	0.9%
VALIC SEPARATE ACCOUNT A SMALL CAP INDEX FUND	Pooled Separate Accounts	—	—	$44K	0.9%
VALIC SEPARATE ACCOUNT A BLUE CHIP GROWTH FUND 0 * VALIC SEPARATE ACCOUNT A CORE BOND FUND	Pooled Separate Accounts	—	—	$40K	0.8%
VALIC SEPARATE ACCOUNT A AGGRESSIVE GROWTH LIFESTYLE	Pooled Separate Accounts	—	—	$38K	0.8%
VALIC SEPARATE ACCOUNT A INVESCO BAL RISK COMMOD STR R5 185 * VALIC SEPARATE ACCOUNT A LARGE CAPITAL GROWTH	Pooled Separate Accounts	—	—	$34K	0.7%
VALIC SEPARATE ACCOUNT A INTL SOCIALLY RESPONSIBLE FUND	Pooled Separate Accounts	—	—	$32K	0.6%
VALIC SEPARATE ACCOUNT A INTL OPPORTUNITIES	Pooled Separate Accounts	—	—	$29K	0.6%
VALIC SEPARATE ACCOUNT A ARIEL APPRECIATION FUND	Pooled Separate Accounts	—	—	$23K	0.5%
VALIC SEPARATE ACCOUNT A INFLATION PROTECTED FUND	Pooled Separate Accounts	—	—	$19K	0.4%
VALIC SEPARATE ACCOUNT A SMALL CAP SPECIAL VALUE FUND	Pooled Separate Accounts	—	—	$19K	0.4%
VALIC SEPARATE ACCOUNT A GLOBAL REAL ESTATE FUND	Pooled Separate Accounts	—	—	$15K	0.3%
VALIC SEPARATE ACCOUNT A VC I CAPITAL APPRECIATION	Pooled Separate Accounts	—	—	$14K	0.3%
VALIC SEPARATE ACCOUNT A VANGUARD LIFESTRATEGY MODERA	Pooled Separate Accounts	—	—	$14K	0.3%
VALIC SEPARATE ACCOUNT A INVESCO BAL RISK COMMOD STR R5 201 * VALIC SEPARATE ACCOUNT A LARGE CAPITAL GROWTH	Pooled Separate Accounts	—	—	$13K	0.3%
VALIC SEPARATE ACCOUNT A SYSTEMATIC GROWTH FUND	Pooled Separate Accounts	—	—	$13K	0.3%
VALIC SEPARATE ACCOUNT A SYSTEMATIC VALUE	Pooled Separate Accounts	—	—	$12K	0.2%
VALIC SEPARATE ACCOUNT A HIGH YIELD BOND FUND	Pooled Separate Accounts	—	—	$11K	0.2%
VALIC GENERAL ACCOUNT FORFEITURE	Other securities	—	—	$8K	0.2%
VALIC SEPARATE ACCOUNT A VANGUARD LIFE STRATEGY GROWTH	Pooled Separate Accounts	—	—	$7K	0.1%
VALIC SEPARATE ACCOUNT A NASDAQ-100 ( R ) INDEX FUND	Pooled Separate Accounts	—	—	$5K	0.1%
VALIC SEPARATE ACCOUNT A ASSET ALLOCATION FUND	Pooled Separate Accounts	—	—	$5K	<0.1%
VALIC SEPARATE ACCOUNT A VANGUARD LT INV-GRADE FUND	Pooled Separate Accounts	—	—	$4K	<0.1%
VALIC SEPARATE ACCOUNT A ARIEL FUND	Pooled Separate Accounts	—	—	$4K	<0.1%
VALIC SEPARATE ACCOUNT A DIVIDEND VALUE	Pooled Separate Accounts	—	—	$2K	<0.1%
VALIC SEPARATE ACCOUNT A VC I CONSERV GROWTH LIFESTYLE	Pooled Separate Accounts	—	—	$1K	<0.1%