Monticello, 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, Monticello, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $64,667,537 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)
- $64,667,537
- Total reported liabilities (EOY)
- $19,428,770
- Total reported net assets (EOY)
- $45,238,767
Contributions & income
- Employer contributions
- $2,220,575
- Participant contributions
- $1,982,861
- Total income / additions
- $12,519,261
Expenses & distributions
- Benefits paid / distributions
- $3,191,661
- Total expenses
- $3,796,198
- Net increase / (decrease)
- $8,723,063
Coverage
- Total reported participants
- 728
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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 |
|---|---|---|---|
| Kirby Medical Center 401(K) Plan | Kirby Medical Center | $36,362,406 | 2023 |
| First State Bancorp Of Monticello, Inc. Esop | First State Bancorp Of Monticello, Inc. | $28,305,131 | 2023 |
| Kirby Medical Center Health And Welfare Plan | Kirby Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All IL Form 5500 filings
- Kirby Medical Center 401(K) Plan (plan 003)
- Kirby Medical Center — all reported plans
- First State Bancorp Of Monticello, Inc. Esop (plan 002)
- First State Bancorp Of Monticello, Inc. — all reported plans
- Kirby Medical Center Health And Welfare Plan (plan 517)
- Methodology
- Data sources