Libertyville, 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, Libertyville, IL has 56 loaded benefit plan(s) reported by 41 plan sponsor(s), with $829,666,317 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
56
Plan sponsors
41
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$829,666,317
Total reported liabilities (EOY)
$11,728
Total reported net assets (EOY)
$838,524,581

Contributions & income

Employer contributions
$20,814,952
Participant contributions
$27,332,052
Total income / additions
$169,194,505

Expenses & distributions

Benefits paid / distributions
$117,995,239
Total expenses
$118,780,542
Net increase / (decrease)
$50,413,963

Coverage

Total reported participants
13,473
Plans with financial statements
38
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Libertyville, 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 Libertyville, IL
PlanSponsorReported assets (EOY)Year
Hollister 401(K) Retirement Savings PlanHollister Incorporated$540,597,7482023
Aldridge Group, LLC 401(K) Retirement PlanAldridge Group, LLC$98,084,7752023
Intermatic Cash Accumulation PlanIntermatic Incorporated$40,179,2152023
Hollister Pension Plan And Trust For Kirksville, Missouri Bargaining Unit EmployeesHollister Incorporated$22,743,6782023
Pulmonary Medicine Associates, S.C. Profit Sharing Plan And TrustPulmonary Medicine Associates, S.C$19,648,8132023
Atlantic Coast Athletic Club 401(K) PlanAtlantic Coast Athletic Club, Inc.$16,018,5672023
Live Logistics Corp. 401(K) PlanLive Logistics Corp.$9,823,7262023
Systems Associates, Inc. 401(K) Profit Sharing PlanSystems Associates, Inc.$9,479,6402023
Dudley & Lake, LLC Profit Sharing PlanDudley & Lake, LLC$7,532,8802023
Bci Acrylic, Inc. 401(K) PlanBci Acrylic, Inc.$7,050,5842023
Api Employee Savings PlanAbsolute Process Instruments, Inc.$6,396,4672023
Counseling Connection, Inc. 401(K) Savings PlanCounseling Connection, Inc.$6,129,7962023
Liberty Auto City, Inc. Profit Sharing And 401(K) PlanLiberty Auto City, Inc.$5,494,1012023
Returns R Us 401(K) Profit Sharing PlanReturns R Us$5,479,3392023
The Lambs Farm Employee'S Retirement PlanThe Lambs Farm, Inc.$4,789,7852023
Bjet, LLC 401(K) Profit Sharing PlanBjet, L.L.C.$4,373,4332023
Libertyville Ob/Gyn S.C. 401(K) Profit Sharing Plan And TrustLibertyville Ob/Gyn S.C.$3,570,4692023
Maple Family Dental Of Libertyville, Ltd. 401k Profit Sharing PlanMaple Family Dental Of Libertyville, Ltd.$3,430,6742023
Hollister 401(K) Retirement Savings Plan For The Kirksville Missouri Bargaining Unit Employees.Hollister Incorporated$3,362,7652023
Bitovi 401(K) Plan And TrustBitovi, LLC$3,345,9172023
Arpino Orthodontics, P.C. 401(K) Profit Sharing PlanArpino Orthodontics, P.C.$2,767,1842023
John C Wunsch P.C. Profit Sharing PlanJohn C. Wunsch P.C.$2,019,8092023
Tri-Md, Inc 401(K) PlanTri-Md, Inc$1,261,7992023
Advanced Diabetes & Endocrine Center, P.C. 401(K) Plan And TrustAdvanced Diabetes & Endocrine Center, P.C.$1,193,7202023
Bowman Innovations Incorporated Profit Sharing PlaBowman Innovations Incorporated$1,152,5012023

Related Form 5500 pages