Marion, 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, Marion, IL has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $142,266,141 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $142,266,141
- Total reported liabilities (EOY)
- $3,946,628
- Total reported net assets (EOY)
- $138,319,513
Contributions & income
- Employer contributions
- $22,590,001
- Participant contributions
- $9,503,496
- Total income / additions
- $47,793,169
Expenses & distributions
- Benefits paid / distributions
- $30,151,309
- Total expenses
- $32,309,686
- Net increase / (decrease)
- $15,483,483
Coverage
- Total reported participants
- 5,869
- Plans with financial statements
- 9
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 Laborers & Employers Annuity Fund | Trustees Of Southern Illinois Laborers & Employers Annuity Fund | $72,585,484 | 2023 |
| Southern Il Laborers & Employers Health & Welfare | Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl | $22,847,731 | 2023 |
| Marion Eye Centers, Ltd., 401k Plan | Marion Eye Centers, Ltd. | $15,202,977 | 2023 |
| Midwest Community Bancshares, Inc. Safe Harbor 401(K) Plan | Midwest Community Bancshares, Inc. | $14,761,638 | 2023 |
| Watermark Auto Group 401(K) Plan | Absher Holding Co., Inc. Dba Watermark Automotive Group | $8,627,481 | 2023 |
| Pepsi Midamerica 401(K) Plan | Pepsi Midamerica | $5,563,801 | 2023 |
| William M. Todd, Dmd, Msd Profit-Sharing Plan | William M. Todd, Dmd, Msd | $1,403,529 | 2023 |
| Tanner 401k Plan | Tanner Marlo Cpas, Inc. | $1,273,500 | 2023 |
| Toddkimkirsten Inc. Retirement Plan | Toddkimkirsten Inc. | $0 | 2023 |
| Pepsi Midamerica Health Care Plan | Pepsi Midamerica Company | not reported in the loaded dataset | 2023 |
| Absher Holding Co., Inc Dba Watermark Automotive Group | Absher Holding Co., Inc | not reported in the loaded dataset | 2023 |
| Aisin Light Metals, LLC Employee Benefits Plan | Aisin Light Metals, LLC | not reported in the loaded dataset | 2023 |
| Hirelevel, Inc. Essential Staffcare Welfare Benefit Plan | Hirelevel, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All IL Form 5500 filings
- Southern Illinois Laborers & Employers Annuity Fund (plan 001)
- Trustees Of Southern Illinois Laborers & Employers Annuity Fund — all reported plans
- Southern Il Laborers & Employers Health & Welfare (plan 501)
- Board Of Trustees Southern Il Laborers & Employers Health & Welfare Pl — all reported plans
- Marion Eye Centers, Ltd., 401k Plan (plan 002)
- Marion Eye Centers, Ltd. — all reported plans
- Midwest Community Bancshares, Inc. Safe Harbor 401(K) Plan (plan 001)
- Midwest Community Bancshares, Inc. — all reported plans
- Watermark Auto Group 401(K) Plan (plan 001)
- Absher Holding Co., Inc. Dba Watermark Automotive Group — all reported plans
- Pepsi Midamerica 401(K) Plan (plan 002)
- Pepsi Midamerica — all reported plans
- William M. Todd, Dmd, Msd Profit-Sharing Plan (plan 001)
- William M. Todd, Dmd, Msd — all reported plans
- Tanner 401k Plan (plan 001)
- Tanner Marlo Cpas, Inc. — all reported plans
- Toddkimkirsten Inc. Retirement Plan (plan 001)
- Toddkimkirsten Inc. — all reported plans
- Pepsi Midamerica Health Care Plan (plan 501)
- Absher Holding Co., Inc Dba Watermark Automotive Group (plan 501)
- Aisin Light Metals, LLC Employee Benefits Plan (plan 501)
- Aisin Light Metals, LLC — all reported plans
- Hirelevel, Inc. Essential Staffcare Welfare Benefit Plan (plan 510)
- Hirelevel, Inc. — all reported plans
- Methodology
- Data sources