Charles City, 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, Charles City, IA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $68,852,908 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)
- $68,852,908
- Total reported liabilities (EOY)
- $32,080
- Total reported net assets (EOY)
- $68,820,828
Contributions & income
- Employer contributions
- $697,779
- Participant contributions
- $952,246
- Total income / additions
- $8,279,672
Expenses & distributions
- Benefits paid / distributions
- $7,565,146
- Total expenses
- $7,871,567
- Net increase / (decrease)
- $408,105
Coverage
- Total reported participants
- 1,199
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charles City, 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 |
|---|---|---|---|
| The Restated Noncontributory Retirement Plan For Cooperatives | Nexus Cooperative | $39,016,225 | 2023 |
| Cedar Valley Bankshares, Ltd Profit Sharing And | Cedar Valley Bankshares, Ltd. | $15,211,639 | 2023 |
| The Restated Thrift/Profit Sharing Plan For Cooperatives | Nexus Cooperative | $14,625,044 | 2023 |
| Comprehensive Systems, Inc. Group Insurance Plan | Comprehensive Systems, Inc. | not reported in the loaded dataset | 2023 |
| Comprehensive Systems, Inc. Group Health Insurance Plan | Comprehensive Systems, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Charles City → · Charles City plans by participants → · Charles City plans with financial data → · Charles City plans with provider compensation → · $1B+ plans in Charles City →
Related Form 5500 pages
- All IA Form 5500 filings
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Nexus Cooperative — all reported plans
- Cedar Valley Bankshares, Ltd Profit Sharing And (plan 002)
- Cedar Valley Bankshares, Ltd. — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Comprehensive Systems, Inc. Group Insurance Plan (plan 503)
- Comprehensive Systems, Inc. — all reported plans
- Comprehensive Systems, Inc. Group Health Insurance Plan (plan 504)
- Methodology
- Data sources