Beaman, 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, Beaman, IA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $22,461,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,461,152
Total reported liabilities (EOY)
$8,647
Total reported net assets (EOY)
$22,452,505

Contributions & income

Employer contributions
$628,109
Participant contributions
$459,695
Total income / additions
$3,931,443

Expenses & distributions

Benefits paid / distributions
$1,630,523
Total expenses
$1,680,785
Net increase / (decrease)
$2,250,658

Coverage

Total reported participants
378
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beaman, 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

Largest loaded plans in Beaman, IA
PlanSponsorReported assets (EOY)Year
The Restated Noncontributory Retirement Plan For CooperativesMid Iowa Coop$11,290,5112023
The Restated Thrift/Profit Sharing Plan For CooperativesMid Iowa Coop$11,170,6412023

Related Form 5500 pages