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Form 5500 · Retirement plan · MADISON, AL

INTEGRATED BEHAVIORAL HEALTH

The filing calls this plan INTEGRATED BEHAVIORAL HEALTH 401(K) PLAN.

INTEGRATED BEHAVIORAL HEALTH of MADISON, AL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-2336113 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
219
Contracts on file
1
Contract value
$68,186
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $68,186 at the end of the plan year, as reported on Schedule A.

$276 in agent commissions is disclosed across the contracts; MORGAN STANLEY SMITH BARNEY LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC120December$68,186$276

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
INTEGRATED BEHAVIORAL HEALTH
EIN 46-2336113
EMPOWER ANNUITY INSURANCE COMPANY
RECORDKEEPER · EIN 84-0467907
$22,745
paid directly by the plan
MORGAN STANLEY SMITH BARNEY LLC
BROKER/ADVISER · EIN 26-4310844
$0
paid directly by the plan
AZALEA ADMINISTRATION LLC
Contract administrator · EIN 27-0711617
$0
paid directly by the plan
EMPOWER ADVISORY GROUP, LLC
INVESTMENT MGMT · EIN 84-0467907
$1,413
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,559,989
Paid out in benefits
$305,081
Participants at the start of the year
219
Participants with account balances
209

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

More employer plans in Alabama — largest plans, brokers, carriers and renewal months.