Caseyville, 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, Caseyville, IL has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $182,911,732 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$182,911,732
Total reported liabilities (EOY)
$459,823
Total reported net assets (EOY)
$182,451,909

Contributions & income

Employer contributions
$18,617,461
Participant contributions
$2,697,724
Total income / additions
$46,779,310

Expenses & distributions

Benefits paid / distributions
$19,745,293
Total expenses
$21,070,617
Net increase / (decrease)
$25,708,693

Coverage

Total reported participants
3,150
Plans with financial statements
9
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Caseyville, 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

Largest loaded plans in Caseyville, IL
PlanSponsorReported assets (EOY)Year
Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan AgreementSheet Metal Workers Local Union No. 268$59,923,9102023
Steamfitters Local 439 Pension PlanSteamfitters Local 439$47,196,1112023
Steamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439$37,930,4422023
Sheet Metal Workers Local Union No 268 Welfare PlaSheet Metal Workers Local Union No 268$16,208,3132023
Slab Masters Retirement PlanSlab Masters, Inc.$12,084,9942023
Steamfitters Local 439 Health & Welfare FundBoard Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund$8,534,4722023
Par Restoration Services, Inc. 401(K) PlanPar Restoration Services, Inc.$791,3072023
M&Z Bricks, Inc. 401k Profit Sharing PlanM&Z Bricks, Inc.$138,1372023
Sheet Metal Workers Local Union No 268 Vacation FuSheet Metal Workers Local Union No 268$104,0462023
Slab Masters Inc. Dba Helitech Welfare Benefits PlanSlab Masters Inc.not reported in the loaded dataset2023

Related Form 5500 pages