Shenandoah, 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, Shenandoah, IA has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,870,525 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,870,525
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $37,870,525
Contributions & income
- Employer contributions
- $1,332,236
- Participant contributions
- $2,643,437
- Total income / additions
- $10,076,748
Expenses & distributions
- Benefits paid / distributions
- $3,844,102
- Total expenses
- $4,098,797
- Net increase / (decrease)
- $5,977,951
Coverage
- Total reported participants
- 1,913
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shenandoah, 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 |
|---|---|---|---|
| Shenandoah Medical Center 403b Plan | Shenandoah Medical Center | $18,884,368 | 2023 |
| Lloyd, Inc. 401(K) Profit Sharing Plan And Trust | Lloyd, Inc. | $9,871,697 | 2023 |
| Earl May Seed & Nursery Lc Profit Sharing And Retirement Savings Program | Earl May Seed & Nursery Lc | $6,149,470 | 2023 |
| 403(B) Plan Of Nishna Productions, Inc. | Nishna Productions, Inc. | $2,964,990 | 2023 |
| Shenandoah Medical Center Employee Health Care Plan | Shenandoah Medical Center | not reported in the loaded dataset | 2023 |
| Earl May Seed & Nursery L. C. Health And Welfare Plan | Earl May Seed & Nursery L.C. | not reported in the loaded dataset | 2023 |
| Lloyd, Inc. Health And Welfare Plan | Lloyd, Inc. | not reported in the loaded dataset | 2023 |
| Nishna Productions, Inc. Life And Ad&D Benefits Plan | Nishna Productions, Inc. | not reported in the loaded dataset | 2023 |
| Nishna Productions, Inc. Vision Plan | Nishna Productions, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Shenandoah → · Shenandoah plans by participants → · Shenandoah plans with financial data → · Shenandoah plans with provider compensation → · $1B+ plans in Shenandoah →
Related Form 5500 pages
- All IA Form 5500 filings
- Shenandoah Medical Center 403b Plan (plan 003)
- Shenandoah Medical Center — all reported plans
- Lloyd, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Lloyd, Inc. — all reported plans
- Earl May Seed & Nursery Lc Profit Sharing And Retirement Savings Program (plan 001)
- Earl May Seed & Nursery Lc — all reported plans
- 403(B) Plan Of Nishna Productions, Inc. (plan 002)
- Nishna Productions, Inc. — all reported plans
- Shenandoah Medical Center Employee Health Care Plan (plan 511)
- Earl May Seed & Nursery L. C. Health And Welfare Plan (plan 501)
- Lloyd, Inc. Health And Welfare Plan (plan 501)
- Nishna Productions, Inc. Life And Ad&D Benefits Plan (plan 501)
- Nishna Productions, Inc. Vision Plan (plan 503)
- Methodology
- Data sources