Carbondale, IL 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, Carbondale, IL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $364,831,590 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $364,831,590
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $364,831,590
Contributions & income
- Employer contributions
- $8,341,116
- Participant contributions
- $19,973,998
- Total income / additions
- $84,701,689
Expenses & distributions
- Benefits paid / distributions
- $36,109,218
- Total expenses
- $36,571,479
- Net increase / (decrease)
- $48,130,210
Coverage
- Total reported participants
- 9,955
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carbondale, IL 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 |
|---|---|---|---|
| Southern Illinois Healthcare Retirement Savings Plan | Southern Illinois Hospital Services | $357,000,061 | 2023 |
| Brehm Preparatory School Defined Contribution Plan | Brehm Preparatory School, Inc. | $5,809,063 | 2023 |
| Com-Pac International Retirement Savings Plan | Com-Pac International | $2,022,466 | 2023 |
| Southern Illinois Hospital Services Employee Benefit Plan | Southern Illinois Healthcare | not reported in the loaded dataset | 2023 |
| The Simonds Group Welfare Benefit Plan | The Simonds Group, Ltd. | not reported in the loaded dataset | 2023 |
Largest plans in Carbondale → · Carbondale plans by participants → · Carbondale plans with financial data → · Carbondale plans with provider compensation → · $1B+ plans in Carbondale →
Related Form 5500 pages
- All IL Form 5500 filings
- Southern Illinois Healthcare Retirement Savings Plan (plan 002)
- Southern Illinois Hospital Services — all reported plans
- Brehm Preparatory School Defined Contribution Plan (plan 001)
- Brehm Preparatory School, Inc. — all reported plans
- Com-Pac International Retirement Savings Plan (plan 001)
- Com-Pac International — all reported plans
- Southern Illinois Hospital Services Employee Benefit Plan (plan 501)
- The Simonds Group Welfare Benefit Plan (plan 501)
- The Simonds Group, Ltd. — all reported plans
- Methodology
- Data sources