Fayette, 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, Fayette, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $47,958,475 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,958,475
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $47,958,475
Contributions & income
- Employer contributions
- $426,503
- Participant contributions
- $978,750
- Total income / additions
- $7,736,625
Expenses & distributions
- Benefits paid / distributions
- $4,231,622
- Total expenses
- $4,247,822
- Net increase / (decrease)
- $3,488,803
Coverage
- Total reported participants
- 1,446
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fayette, 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 |
|---|---|---|---|
| Upper Iowa University 403(B) Retirement Plan | Upper Iowa University | $46,056,102 | 2023 |
| Prairie View Management, Inc. Employee Retirement Plan | Prairie View Management, Inc. | $1,902,373 | 2023 |
| Upper Iowa University Group Health Plan | Upper Iowa University | not reported in the loaded dataset | 2023 |
Largest plans in Fayette → · Fayette plans by participants → · Fayette plans with financial data → · Fayette plans with provider compensation → · $1B+ plans in Fayette →
Related Form 5500 pages
- All IA Form 5500 filings
- Upper Iowa University 403(B) Retirement Plan (plan 002)
- Upper Iowa University — all reported plans
- Prairie View Management, Inc. Employee Retirement Plan (plan 001)
- Prairie View Management, Inc. — all reported plans
- Upper Iowa University Group Health Plan (plan 508)
- Methodology
- Data sources