Lake City, 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, Lake City, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $25,502,476 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)
- $25,502,476
- Total reported liabilities (EOY)
- $83,878
- Total reported net assets (EOY)
- $25,418,598
Contributions & income
- Employer contributions
- $1,784,275
- Participant contributions
- $1,435,614
- Total income / additions
- $7,193,060
Expenses & distributions
- Benefits paid / distributions
- $3,557,509
- Total expenses
- $3,771,086
- Net increase / (decrease)
- $3,421,974
Coverage
- Total reported participants
- 636
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake City, 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 |
|---|---|---|---|
| Stewart Memorial Community Hospital Internal Revenue Code Section 403(B) | Stewart Memorial Community Hospital | $23,942,779 | 2023 |
| Opportunity Living Benefit Trust | Opportunity Living | $1,559,697 | 2023 |
| Stewart Memorial Community Hospital Employee Benefits Plan | Stewart Memorial Community Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Lake City → · Lake City plans by participants → · Lake City plans with financial data → · Lake City plans with provider compensation → · $1B+ plans in Lake City →
Related Form 5500 pages
- All IA Form 5500 filings
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(B) (plan 001)
- Stewart Memorial Community Hospital — all reported plans
- Opportunity Living Benefit Trust (plan 502)
- Opportunity Living — all reported plans
- Stewart Memorial Community Hospital Employee Benefits Plan (plan 503)
- Methodology
- Data sources