Algona, IA 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, Algona, IA has 8 loaded benefit plan(s) reported by 3 plan sponsor(s), with $49,712,136 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,712,136
- Total reported liabilities (EOY)
- $194
- Total reported net assets (EOY)
- $49,711,942
Contributions & income
- Employer contributions
- $1,559,874
- Participant contributions
- $2,513,091
- Total income / additions
- $12,434,031
Expenses & distributions
- Benefits paid / distributions
- $7,531,634
- Total expenses
- $7,643,388
- Net increase / (decrease)
- $4,790,643
Coverage
- Total reported participants
- 1,931
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Algona, IA 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pharmacists Mutual Insurance Co. Salary Savings Plan | Pharmacists Mutual Insurance Company | $48,736,339 | 2023 |
| Johnson-Hoover Land Corp Retirement Plan | Johnson-Hoover Land Corp | $551,294 | 2023 |
| Buscher Bros. Corporation Profit Sharing Plan | Buscher Bros. Corporation | $424,503 | 2023 |
| Pharmacists Mutual Companies Flexible Benefits Plan | Pharmacists Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Pharmacists Mutual Companies Long Term Disability Plan | Pharmacists Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Pharmacists Mutual Companies Life Insurance Plan | Pharmacists Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Pharmacists Mutual Companies Short Term Disability Plan | Pharmacists Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Pharmacists Mutual Companies Health Dental & Vision Plan | Pharmacists Mutual Insurance Company | not reported in the loaded dataset | 2023 |
Largest plans in Algona → · Algona plans by participants → · Algona plans with financial data → · Algona plans with provider compensation → · $1B+ plans in Algona →
Related Form 5500 pages
- All IA Form 5500 filings
- Pharmacists Mutual Insurance Co. Salary Savings Plan (plan 002)
- Pharmacists Mutual Insurance Company — all reported plans
- Johnson-Hoover Land Corp Retirement Plan (plan 001)
- Johnson-Hoover Land Corp — all reported plans
- Buscher Bros. Corporation Profit Sharing Plan (plan 001)
- Buscher Bros. Corporation — all reported plans
- Pharmacists Mutual Companies Flexible Benefits Plan (plan 502)
- Pharmacists Mutual Companies Long Term Disability Plan (plan 504)
- Pharmacists Mutual Companies Life Insurance Plan (plan 505)
- Pharmacists Mutual Companies Short Term Disability Plan (plan 507)
- Pharmacists Mutual Companies Health Dental & Vision Plan (plan 501)
- Methodology
- Data sources