Cherokee, 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, Cherokee, IA has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $56,583,147 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,583,147
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $56,583,147
Contributions & income
- Employer contributions
- $1,730,080
- Participant contributions
- $2,580,250
- Total income / additions
- $11,758,014
Expenses & distributions
- Benefits paid / distributions
- $4,695,400
- Total expenses
- $4,902,946
- Net increase / (decrease)
- $6,855,068
Coverage
- Total reported participants
- 1,729
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cherokee, 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 |
|---|---|---|---|
| Ubg 401(K) - Agstate Sh Match | Agstate | $28,478,411 | 2023 |
| Cherokee Regional Medical Center Tax Deferred Annuity Plan | Cherokee Regional Medical Center | $19,745,932 | 2023 |
| Phipps Inc Employee Stock Ownership Plan | Phipps, Inc | $8,358,804 | 2023 |
| Employee Life, Std And Ltd. | Sioux Valley Memorial Hospital Association | not reported in the loaded dataset | 2023 |
| Employee Dental Plan | Sioux Valley Memorial Hospital Association | not reported in the loaded dataset | 2023 |
| Agstate Cooperative Health & Welfare | First Cooperative Association | not reported in the loaded dataset | 2023 |
| Employee Vision Plan | Sioux Valley Memorial Hospital Association | not reported in the loaded dataset | 2023 |
Largest plans in Cherokee → · Cherokee plans by participants → · Cherokee plans with financial data → · Cherokee plans with provider compensation → · $1B+ plans in Cherokee →
Related Form 5500 pages
- All IA Form 5500 filings
- Ubg 401(K) - Agstate Sh Match (plan 040)
- Agstate — all reported plans
- Cherokee Regional Medical Center Tax Deferred Annuity Plan (plan 004)
- Cherokee Regional Medical Center — all reported plans
- Phipps Inc Employee Stock Ownership Plan (plan 001)
- Phipps, Inc — all reported plans
- Employee Life, Std And Ltd. (plan 511)
- Employee Dental Plan (plan 502)
- Agstate Cooperative Health & Welfare (plan 501)
- Employee Vision Plan (plan 505)
- Methodology
- Data sources