Roland, 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, Roland, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $27,936,371 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)
$27,936,371
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,936,371

Contributions & income

Employer contributions
$257,127
Participant contributions
$1,149,391
Total income / additions
$5,147,890

Expenses & distributions

Benefits paid / distributions
$2,351,067
Total expenses
$2,384,553
Net increase / (decrease)
$2,763,337

Coverage

Total reported participants
592
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roland, 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 Roland, IA
PlanSponsorReported assets (EOY)Year
Ubg 401(K) - Key CoopKey Cooperative$27,581,6512023
Hawkeye Molding Company, Inc. 401(K) PlanHawkeye Molding Company, Inc.$354,7202023
Key Cooperative Welfare Benefits PlanKey Cooperativenot reported in the loaded dataset2023

Related Form 5500 pages