Carterville, 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, Carterville, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,807,439 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)
- $24,807,439
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $24,807,439
Contributions & income
- Employer contributions
- $676,837
- Participant contributions
- $1,354,895
- Total income / additions
- $5,518,820
Expenses & distributions
- Benefits paid / distributions
- $1,839,556
- Total expenses
- $1,935,885
- Net increase / (decrease)
- $3,582,935
Coverage
- Total reported participants
- 839
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carterville, 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 |
|---|---|---|---|
| Shawnee Health Service And Development Corporation 401(K) And Profit Sharing Plan | Shawnee Health Service And Development Corporation | $22,417,252 | 2023 |
| The Employee Stock Ownership Plan Of American Magnetics Corporation | American Magnetics Corporation | $2,390,187 | 2023 |
| Shawnee Health Service And Development Corp. Fringe Benefits Plan | Shawnee Health Service And Development Corp. | not reported in the loaded dataset | 2023 |
Largest plans in Carterville → · Carterville plans by participants → · Carterville plans with financial data → · Carterville plans with provider compensation → · $1B+ plans in Carterville →
Related Form 5500 pages
- All IL Form 5500 filings
- Shawnee Health Service And Development Corporation 401(K) And Profit Sharing Plan (plan 001)
- Shawnee Health Service And Development Corporation — all reported plans
- The Employee Stock Ownership Plan Of American Magnetics Corporation (plan 002)
- American Magnetics Corporation — all reported plans
- Shawnee Health Service And Development Corp. Fringe Benefits Plan (plan 502)
- Methodology
- Data sources