Original filing (PDF)20251006131516NAL0006491680001

CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

Name: CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS — CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN, Form 5500 (2024)
Creator: CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

Form 5500-SF

FILING_RECEIVED

CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS.

Plan sponsor

Name

CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

EIN

68-0314970

Address

1760 CREEKSIDE OAKS DRIVE STE 175 · SACRAMENTO, CA · 95833

Phone

(916) 556-3480

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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