Coralville, 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, Coralville, IA has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $58,850,109 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$58,850,109
Total reported liabilities (EOY)
$154,104
Total reported net assets (EOY)
$58,696,005

Contributions & income

Employer contributions
$1,364,777
Participant contributions
$3,029,190
Total income / additions
$15,667,206

Expenses & distributions

Benefits paid / distributions
$6,460,013
Total expenses
$6,630,375
Net increase / (decrease)
$9,036,831

Coverage

Total reported participants
3,910
Plans with financial statements
7
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coralville, 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 Coralville, IA
PlanSponsorReported assets (EOY)Year
West Music Co., Inc. 401(K) PlanWest Music Co., Inc.$15,195,5672023
Randy'S Carpets & Interiors Employee Stock Ownership Plan And TrustNorth American Home Centers, Inc.$13,505,4472023
Leepfrog Technologies, Inc. 401(K) PlanLeepfrog Technologies, Inc.$11,109,2042023
Kinseth Hotel Corporation 401(K) Retirement Savings PlanKinseth Hotel Corporation$9,501,5562023
University Of Iowa Community Medical Services, LLC 401(K) PlanUniversity Of Iowa Community Medical Services, LLC$7,752,0602023
Shoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland$1,786,2752023
Carter And Associates, Inc. 401(K) PlanCarter And Associates, Inc.$02023
Kinseth Hotel Corporation Self-Funded Employee Health Benefit PlanKinseth Hotel Corporationnot reported in the loaded dataset2023
West Music Co., Inc. Welfare Benefit PlanWest Music Co., Inc.not reported in the loaded dataset2023
Hills Bank And Trust Company Welfare Benefit PlanHills Bank And Trust Companynot reported in the loaded dataset2023

Related Form 5500 pages