Michael Ballue signed Behavioral Health Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Behavioral Health Services, Inc.'s EIN is 95-2838006.
Download the official 2023 Form 5500 (PDF) for Behavioral Health Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Behavioral Health Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE | 20-3627707 | — | RECORDKEEPER | $16K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT EQUITABLE · EIN 20-3627707 / PN 065 | Pooled Separate Account | — | — | $4.0M | 85.3% | |
| [Assets held in participant loans] | Other | — | — | $118K | 2.5% |
