Clive, 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, Clive, IA has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $229,468,709 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$229,468,709
Total reported liabilities (EOY)
$32,866
Total reported net assets (EOY)
$229,435,843

Contributions & income

Employer contributions
$9,767,786
Participant contributions
$8,023,257
Total income / additions
$51,148,709

Expenses & distributions

Benefits paid / distributions
$13,264,978
Total expenses
$13,796,667
Net increase / (decrease)
$37,352,042

Coverage

Total reported participants
6,700
Plans with financial statements
10
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clive, 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 Clive, IA
PlanSponsorReported assets (EOY)Year
The Restated Contributory Retirement Plan For CooperativesHeartland Co-Op$85,960,1652023
Ncmic Group, Inc. Retirement Savings PlanNcmic Group, Inc.$56,624,0312023
Mcclure Engineering Co. Retirement PlanMcclure Engineering Co.$25,367,6972023
Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service CompanyBriggs Medical Service Company$18,549,0702023
The Wittern Group Non-Bargaining 401(K) PlanThe Wittern Group$18,515,5142023
Nationwide Office Cleaners LLC Employee Stock Ownership PlanNationwide Office Cleaners LLC Employee Stock Ownership Plan$11,104,5772023
Carrier Access 401(K) PlanCarrier Access Inc.$7,131,6342023
Accura Healthcare Management Services 401(K) Retirement Plan And TrustAmerican Healthcare Management Services, LLC Dba Accura Healthcare$6,067,0552023
Tnt Educational Services Corporation 401(K) Profit Sharing PlanTnt Educational Services Corporation$102,9892023
S Bennett Ltd. Retirement PlanS Bennett Ltd., Inc.$45,9772023
Ncmic Welfare Benefit PlanNcmic Group, Inc.not reported in the loaded dataset2023
The Wittern Group Life, Ltd, Std PlanThe Wittern Groupnot reported in the loaded dataset2023
The Wittern Group Health PlanThe Wittern Groupnot reported in the loaded dataset2023
American Healthcare Management Services LLCAmerican Healthcare Management Services LLCnot reported in the loaded dataset2023
Health & Welfare PlanMcclure Engineering Companynot reported in the loaded dataset2023
Connectify Hr LLC Welfare Benefit PlanConnectify Hr LLCnot reported in the loaded dataset2023
Perfection Learning Corporation Welfare Benefit PlanPerfection Learning Corporationnot reported in the loaded dataset2023

Related Form 5500 pages