Grinnell, 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, Grinnell, IA has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $619,160,664 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $619,160,664
- Total reported liabilities (EOY)
- $1,446,164
- Total reported net assets (EOY)
- $617,714,500
Contributions & income
- Employer contributions
- $12,449,786
- Participant contributions
- $16,006,140
- Total income / additions
- $113,706,794
Expenses & distributions
- Benefits paid / distributions
- $59,732,394
- Total expenses
- $61,217,561
- Net increase / (decrease)
- $52,489,233
Coverage
- Total reported participants
- 9,554
- Plans with financial statements
- 8
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grinnell, 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 |
|---|---|---|---|
| Grinnell College Employees Retirement Savings Plan | Trustees Of Grinnell College | $352,550,863 | 2023 |
| Grinnell Mutual Savings And Investment Plan | Grinnell Mutual Reinsurance Company | $134,704,271 | 2023 |
| Grinnell Mutual Retirement Plan | Grinnell Mutual Reinsurance Company | $103,214,446 | 2023 |
| Brownells, Inc. 401(K) Plan | Brownells, Inc. | $23,407,586 | 2023 |
| Grinnell College Welfare Benefits Plan | Trustees Of Grinnell College | $2,782,834 | 2023 |
| Sam Berman And Sons Retirement Trust | Sam Berman And Sons LLC | $2,411,764 | 2023 |
| Cox-Smith Funeral And Cremation Service Inc. Retirement Plan | Cox-Smith Funeral And Cremation Service Inc. | $88,900 | 2023 |
| Engineered Plastic Components, Inc. 401(K) Plan | Engineered Plastic Components, Inc. | $0 | 2023 |
| Grinnell Mutual Reinsurance Company | Grinnell Mutual Reinsurance Company | not reported in the loaded dataset | 2023 |
| Brownells, Inc. Health And Welfare Plan | Brownells, Inc | not reported in the loaded dataset | 2023 |
| Health Reimbursement Arrangement For Retirees Of Grinnell College | Trustees Of Grinnell College | not reported in the loaded dataset | 2023 |
| Engineered Plastic Components, Inc. Group Benefits Wrap Plan | Engineered Plastic Components, Inc. | not reported in the loaded dataset | 2023 |
| Grinnell College Tax-Saver Select Section 125 Cafeteria Plan | Trustees Of Grinnell College Grinnell College | not reported in the loaded dataset | 2023 |
Largest plans in Grinnell → · Grinnell plans by participants → · Grinnell plans with financial data → · Grinnell plans with provider compensation → · $1B+ plans in Grinnell →
Related Form 5500 pages
- All IA Form 5500 filings
- Grinnell College Employees Retirement Savings Plan (plan 001)
- Trustees Of Grinnell College — all reported plans
- Grinnell Mutual Savings And Investment Plan (plan 003)
- Grinnell Mutual Reinsurance Company — all reported plans
- Grinnell Mutual Retirement Plan (plan 002)
- Brownells, Inc. 401(K) Plan (plan 002)
- Brownells, Inc. — all reported plans
- Grinnell College Welfare Benefits Plan (plan 520)
- Sam Berman And Sons Retirement Trust (plan 001)
- Sam Berman And Sons LLC — all reported plans
- Cox-Smith Funeral And Cremation Service Inc. Retirement Plan (plan 001)
- Cox-Smith Funeral And Cremation Service Inc. — all reported plans
- Engineered Plastic Components, Inc. 401(K) Plan (plan 001)
- Engineered Plastic Components, Inc. — all reported plans
- Grinnell Mutual Reinsurance Company (plan 501)
- Brownells, Inc. Health And Welfare Plan (plan 501)
- Health Reimbursement Arrangement For Retirees Of Grinnell College (plan 507)
- Engineered Plastic Components, Inc. Group Benefits Wrap Plan (plan 501)
- Grinnell College Tax-Saver Select Section 125 Cafeteria Plan (plan 510)
- Methodology
- Data sources