Show Low, AZ Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Show Low, AZ has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $71,129,846 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$71,129,846
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$71,129,846

Contributions & income

Employer contributions
$1,506,324
Participant contributions
$4,601,780
Total income / additions
$16,513,918

Expenses & distributions

Benefits paid / distributions
$10,375,393
Total expenses
$10,572,550
Net increase / (decrease)
$5,941,368

Coverage

Total reported participants
2,802
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Show Low, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Show Low, AZ
PlanSponsorReported assets (EOY)Year
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement PlanSummit Healthcare Regional Medical Center$51,307,5152023
Smith Bagley, Inc. Dba Cellular One 401(K) PlanSmith Bagley, Inc. Dba Cellular$14,567,8962023
Changepoint Retirement PlanChangepoint Integrated Health$5,254,4352023
Smith Bagley, Inc. Dba Cellular One Of Ne Arizona Welfare Benefit PlanSmith Bagley, Inc.not reported in the loaded dataset2023
Summit Healthcare Association Welfare Benefit PlanSummit Healthcare Associationnot reported in the loaded dataset2023

Related Form 5500 pages