How big is Renaissance Behavioral Health System, Inc.'s plan?

Renaissance Behavioral Health System, Inc.'s plan reported $21.6M in assets and 455 participants for 2023.

Original filing (PDF)20250430083216NAL0002566720001

Renaissance Behavioral Health System, Inc.

Name: Renaissance Behavioral Health System, Inc. — Form 5500 Plan 001 (2023)
Creator: Renaissance Behavioral Health System, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan

403(b) retirement plan · Renaissance Behavioral Health System, Inc.'s Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan held $21.6M in plan assets for 455 participants in 2023.

Signals · 2

22% employer stockNo recordkeeper disclosed

Active participants

455

Accounts w/ balance

909

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

People on this filing

Jessica JAVA signed Renaissance Behavioral Health System, Inc.'s 2023 Form 5500 as plan administrator.

Jessica JAVA — 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

Renaissance Behavioral Health System, Inc.'s EIN is 59-3010472.

EIN 59-3010472

Plan number 001

Plan year 2023

ACK ID 20250430083216NAL0002566720001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Renaissance Behavioral Health System, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Renaissance Behavioral Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (9th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RENAISSANCE BEHAVIORAL HEALTH SYSTEM, INC.

EIN

all filings

Address

10550 DEERWOOD PARK BLVD., STE 600 · JACKSONVILLE, FL · 32256

Phone

(904) 743-1883

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

2025-04-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

RALTSON & COMPANY PA CPA

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	$15K	—

Investments

47 direct securities· $21.6M(100% of reported assets)

Bonds / Notes

$6.3M

2 holdings

Common Stocks

$4.8M

14 holdings

Common Collective Trusts

$4.4M

4 holdings

Mutual Funds

$4.0M

12 holdings

Other securities

$1.9M

14 holdings

Cash / Money Market

$216K

1 holding

					% of plan
Fixed Account Plus -average yield of 3.0%. - Employee	Bonds / Notes	—	—	$3.5M	16.4%
SunAmerica Asset Management, LLC Stock Index Fund	Common Collective Trusts	—	—	$2.9M	13.3%
Short Term Fixed Accounts - average yield of 1.00%.	Bonds / Notes	—	—	$2.7M	12.7%
Wellington Management Company, LLC Vanguard Wellington Fund, Inc.	Mutual Funds	—	—	$2.3M	10.6%
T. Rowe Price Associates, Inc. Science & Technology Fund	Common Stocks	—	—	$1.8M	8.5%
The Vanguard Group Vanguard Windsor II	Mutual Funds	—	—	$1.1M	5.2%
Wellington Management Company, LLC Mid Cap Index Fund	Common Collective Trusts	—	—	$977K	4.5%
Pine Bridge Investments, LLC Asset Allocation Fund 249 T. Rowe Price Associates, Inc. Blue Chip Growth Fund	Common Stocks	—	—	$911K	4.2%
American Century Investment Management, Inc. Growth Fund	Common Stocks	—	—	$766K	3.5%
SunAmerica Asset Management, LLC NASDAQ-100® Index Fund	Common Collective Trusts	—	—	$411K	1.9%
SunAmerica Asset Management, LLC International Equities Fund	Other securities	—	—	$314K	1.5%
Pine Bridge Investments, LLC Core Bond Fund	Other securities	—	—	$305K	1.4%
Massachusetts Financial Services Company Large Capital Growth	Common Stocks	—	—	$291K	1.3%
Ariel Capital Management, LLC Ariel Fund	Other securities	—	—	$277K	1.3%
SunAmerica Asset Management, LLC Government Money Market I Fund	Cash / Money Market	—	—	$216K	1.0%
J.P. Morgan Investment Management, Inc. Emerging Economies	Common Stocks	—	—	$175K	0.8%
SunAmerica Asset Management, LLC Small Cap Index Fund	Common Collective Trusts	—	—	$175K	0.8%
Wellington Management Company, LLC Mid Cap Value Fund	Common Stocks	—	—	$174K	0.8%
Allianz Global Investors, US, LLC Mid Cap Strategic Growth	Other securities	—	—	$171K	0.8%
American Century Investment Management, Inc. International Growth Fund	Common Stocks	—	—	$168K	0.8%
T. Rowe Price Associates, Inc. T Rowe Price Retirement 2030	Mutual Funds	—	—	$164K	0.8%
SunAmerica Asset Management, LLC Socially Responsible Fund	Other securities	—	—	$151K	0.7%
Goldman Sachs Asset Management, LP Small Cap Growth Fund	Other securities	—	—	$131K	0.6%
Ariel Capital Management, LLC Ariel Appreciation Fund	Other securities	—	—	$131K	0.6%
Massachusetts Financial Services Company Intl Opportunities	Common Stocks	—	—	$121K	0.6%
Pine Bridge Investments, LLC Inflation Protected Fund	Other securities	—	—	$114K	0.5%
Invesco Advisors, Inc. Global Real Estate Fund	Mutual Funds	—	—	$105K	0.5%
Variable Annuity Insurance Life Insurance Company VCI Conservative Growth Lifestyle	Common Stocks	—	—	$101K	0.5%
Fixed Account Plus - average yield of 3% - Plan Forfeiture accont	Other securities	—	—	$91K	0.4%
Templeton Global Advisors Limited International Value Fund	Mutual Funds	—	—	$88K	0.4%
The Vanguard Group Vanguard Lifestrategy Growth 751 The Vanguard Group Vanguard Lifestrategy Modera	Mutual Funds	—	—	$71K	0.3%
BlackRock Investment Management, LLC Dividend Value	Other securities	—	—	$68K	0.3%
SunAmerica Asset Management, LLC International Social Awareness Fund	Other securities	—	—	$59K	0.3%
Wellington Management Company, LLC Vanguard LT Inv-Grade Fund	Mutual Funds	—	—	$57K	0.3%
Variable Annuity Insurance Life Insurance Company VC Capital Appreciation	Common Stocks	—	—	$56K	0.3%
Invesco Advisors, Inc. Invesco Bal Risk Commod Str R5	Mutual Funds	—	—	$55K	0.3%
Wellington Management Company, LLC Systematic Value Fund	Common Stocks	—	—	$52K	0.2%
Wellington Management Company, LLC High Yield Bond Fund	Common Stocks	—	—	$49K	0.2%
SunAmerica Asset Management, LLC Government Securities Fund	Other securities	—	—	$45K	0.2%
J.P. Morgan Investment Management, Inc. Systematic Core Fund	Common Stocks	—	—	$39K	0.2%
T. Rowe Price Associates, Inc. T Rowe Price Retirement 2035	Mutual Funds	—	—	$28K	0.1%
Wells Capital Management Incorporated Small Cap Special Val Fund 599 J.P. Morgan Investment Management, Inc. Small Cap Value Fund	Common Stocks	—	—	$28K	0.1%
The Vanguard Group Vanguard Lifestrategy Conserv	Mutual Funds	—	—	$4K	<0.1%
American Beacon Advisors Am Beac Holland LG Cap Grow	Other securities	—	—	$2K	<0.1%
Franklin Advisors, Inc. Global Strategy	Mutual Funds	—	—	$2K	<0.1%
Pine Bridge Investments, LLC Aggressive Growth Lifestyle	Other securities	—	—	$2K	<0.1%
The Vanguard Group Vanguard Long-term Treasury	Mutual Funds	—	—	$1K	<0.1%