Department of Labor filing

CHASE MENTAL HEALTH SERVICES LLC

CHASE MENTAL HEALTH SERVICES LLC · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 9, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and immediate vesting. Reported employer contributions are around the middle of comparable plans.

67Strong plan health
high confidence
See what drives the plan health score
Employer contributions versus peers74/10030% of the full model
Lower reported administrative cost63/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden20/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

mployer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

03 · VestingImmediate

ve the right to individually select the percentage of their accounts to be invested among different classifications of investments made available to them.

04 · Fees and expensesOfficial filing detail

estment income 4,118,527 Interest income on notes receivable from participants 45,739 Dividends 7,151 Total additions 6,448,426 DEDUCTIONS: Benefits paid to participants 2,746,772 Administrative expenses 4,260 Net depreciation in fair value of investments 1,362 Total deductions 2,752,394 INCREASE IN NET ASSETS BEFORE PLAN TRANSFERS 3,696,032 NET TRANSFERS INTO THE PLAN (Note 10) 7,475 INCREASE IN NET ASSETS AVAILABLE FOR BENEFITS 3,703,507 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of year 26,620,354 End of year $ 30,323,861 See Notes to the Financial Statements.

06 · Eligibility and waiting periodeligible for employer safe harbor matching contributions once they are credited with one year of service

eligible for employer safe harbor matching contributions once they are credited with one year of service

09 · Employer contribution vs. peers74th percentile

Up 0.0% over the filing history shown.

Still to verify: investment choices, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202570out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense63rd percentileTypical peer $71 · based on 50,652 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, CHASE MENTAL HEALTH SERVICES LLC reported $18,581 in employer contributions across this plan, or $3,716 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating5

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison70/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$18,581
$3,716 per active participant
Participant contributions
$37,550
Other contributions
$4,203
Amounts not classified as employer or participant contributions
Employer share of contributions
30.8%
Active participants
5
Small plan
Total participants
6
5 at the beginning of the year
Ending assets
$116,568
$19,428 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$47,504
Ending net assets
$116,568
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$73,338
Total expenses
$4,274
Administrative expenses
$190
$32 per active participant
Participant loans
$12,505
10.7% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$3,716
Administrative cost per participant
2025
$32
Active participants
2025
5
Total plan assets
2025
$116,568
Participant loans as a share of assets
2025
10.7%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3,7165116.6K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
10.7%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
870828743-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Oct 1, 2023
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025UNITEDHEALTH GROUP INC — 11-K filed 2026-06-11
Official filing · details not yet checked
What it says about employer contributions

mployer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salary deferral contributions authorized by participants, (ii) matching contributions made by the Company, (iii) discretionary contributions made by the C

What it says about vesting

ve the right to individually select the percentage of their accounts to be invested among different classifications of investments made available to them. Vesting Participants are immediately vested in their salary deferral contributions, rollover contributions, and earnings thereon. Employer safe harbor contributions and discretionary contributions, if any, and earnings thereon vest in accordance with the provisions of the Plan as follows: Years of Service Vesting Less than 2 years 0 % 2 or more 100 % Notwithstanding the vesting schedule above, employer contributions, if any, will become fully vested (100%) upon the occurrence of any of the following events while the participant is employed by the Company: the participant’s death, disability, attainment of normal retirement age (age 65),

What it says about automatic enrollment

payroll period. Eligibility In general, eligible employees may make salary deferral contributions to the Plan upon employment with a participating employer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salar

What it says about fees

estment income 4,118,527 Interest income on notes receivable from participants 45,739 Dividends 7,151 Total additions 6,448,426 DEDUCTIONS: Benefits paid to participants 2,746,772 Administrative expenses 4,260 Net depreciation in fair value of investments 1,362 Total deductions 2,752,394 INCREASE IN NET ASSETS BEFORE PLAN TRANSFERS 3,696,032 NET TRANSFERS INTO THE PLAN (Note 10) 7,475 INCREASE IN NET ASSETS AVAILABLE FOR BENEFITS 3,703,507 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of year 26,620,354 End of year $ 30,323,861 See Notes to the Financial Statements. 3 Table of Contents UNITEDHEALTH GROUP 401(k) SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS AS OF DECEMBER 31, 2025 AND 2024 AND FOR THE YEAR ENDED DECEMBER 31, 2025 1. DESCRIPTION OF PLAN The following description of the UnitedHea

11-K · report period Dec 31, 2025JPMORGAN CHASE & CO — 11-K filed 2026-06-26
Official filing · details not yet checked
What it says about employer contributions

may not exceed the applicable statutory limit. In addition, Participants who are age 50 or older are permitted to make additional Contributions known as “catch-up” contributions. Matching contributions Generally, except as discussed below, each contributing employer (“Contributing Employer”) makes an annual matching contribution ("Matching Contribution") on behalf of each Participant who has completed one year of service in an amount equal to 100 % of the Participant’s pre-tax and/or Roth 401(k) Contributions up to 5 % of eligible compensation – provided that the Participant is employed by JPMorgan Chase at the end of the calendar year, unless certain specified conditions are met. Participants whose total annual cash compensation is $ 350,000 to $ 999,999 are eligible for Matching Contrib

What it says about vesting

ed benefits A Participant who terminates employment may elect to receive the value of his or her vested benefit under the Plan. In the event of the death of a married Participant, fully vested benefits will be distributed to the Participant’s spouse or to another beneficiary if the spouse previously consented. An unmarried Participant may designate anyone as his or her beneficiary. If there is no spouse or living beneficiary on the date of the Participant’s death, the value of the vested benefit is distributed to the Participant’s estate. A terminated Participant whose vested account balance under the Plan (including loans) is $ 1,000 or more may elect to: (1) receive a lump sum payment, (2) obtain a rollover payment to an IRA (traditional or Roth) or another employer’s qualified plan, (3)

What it says about automatic enrollment

well as employees who are classified as intern, seasonal, or temporary, are eligible to participate after completing one year of service. Newly eligible and rehired employees are automatically enrolled in the Plan at a 5 % before-tax contribution rate on ongoing compensation (base salary/regular pay and any non-annual cash incentive compensation) unless they otherwise enroll themselves or opt out of the Plan within their first 31 days of eligibility ( 3 % rate prior to January 1, 2025). Further, unless the employees elect a different rate, for employees who are automatically enrolled, their contribution rate is automatically increased annually by 1 % until they reach a before-tax contribution rate of 10 % . Unless another investment election is chosen, Participant contributions are invest

What it says about fees

acked securities sold short at fair value 2,266,572 2,177,263 Total liabilities at fair value 2,905,882 2,699,765 Payable for investments purchased 586,181,301 537,463,018 Accrued administrative expenses 2,282,522 2,240,713 Other 1,944,755 1,880,713 Total liabilities 593,314,460 544,284,209 Net assets available for benefits $ 61,516,155,510 $ 52,369,173,291 The accompanying notes to financial statements are an integral part of these statements. 4 JPMORGAN CHASE 401(k) SAVINGS PLAN Statements of Changes in Net Assets Available For Benefits Year ended December 31, 2025 2024 Additions: Contributions: Participants $ 1,850,973,142 $ 1,709,701,770 Employers 1,410,253,989 1,261,974,961 Rollovers 332,588,682 386,997,353 Total contributions 3,593,815,813 3,358,674,084 Investment income: Dividend in

10-K · report period Dec 31, 2025QUANTA SERVICES, INC. — 10-K filed 2026-02-19
Official filing · details not yet checked
What it says about employer contributions

le U.S. employees who are not provided retirement benefits through a collective bargaining agreement may make contributions through payroll deductions and to which we make certain matching contributions. Ethics and Compliance All of our employees are subject to Quanta’s Code of Conduct, which addresses compliance with applicable laws and Quanta’s policies concerning, among other things, general business ethics, competition, anti-corruption and bribery, environmental protection, conflicts of interest, harassment and discrimination, data security and privacy, and insider trading. Quanta’s Code of Conduct also informs employees and third parties (such as suppliers, subcontractors and members of the public) about the resources and confidential reporting mechanisms available to detect, prevent

What it says about vesting

law. Quanta may also make discretionary employer contributions to such plan. Matching contributions vest immediately, and discretionary employer contributions may be subject to a vesting schedule determined at the time of the contribution, provided that vesting accelerates upon a change in control or the participant’s death or retirement. All matching and discretionary employer contributions, whether vested or not, are forfeited upon a participant’s termination of employment for cause or upon the participant engaging in competition with Quanta or any of its affiliates. As of December 31, 2025 and 2024, the liability related to deferred cash compensation under these plans, including amounts contributed by Quanta, was $ 126.1 million and $ 110.2 million, the majority of which was included i

What it says about fees

2 20.1 % Gross profit 4,275,081 15.0 3,510,761 14.8 764,320 21.8 % Equity in earnings of integral unconsolidated affiliates 55,635 0.2 50,484 0.2 5,151 10.2 % Selling, general and administrative expenses (2,189,209) (7.7) (1,824,754) (7.7) (364,455) 20.0 % Amortization of intangible assets (498,795) (1.7) (382,959) (1.6) (115,836) 30.2 % Increase in fair value of contingent consideration liabilities (31,203) (0.1) (7,064) — (24,139) 341.7 % Operating income 1,611,509 5.7 1,346,468 5.7 265,041 19.7 % Interest and other financing expenses (261,445) (1.0) (202,687) (0.9) (58,758) 29.0 % Interest income 15,702 0.1 32,404 0.1 (16,702) (51.5) % Other income, net 23,739 0.1 35,845 0.2 (12,106) (33.8) % Income before income taxes 1,389,505 4.9 1,212,030 5.1 177,475 14.6 % Provision for income taxe

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260609183254NAL0004868481001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗