Morris, 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, Morris, IL has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $175,435,282 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $175,435,282
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $175,435,282
Contributions & income
- Employer contributions
- $5,854,280
- Participant contributions
- $14,776,810
- Total income / additions
- $46,094,414
Expenses & distributions
- Benefits paid / distributions
- $15,045,001
- Total expenses
- $15,495,269
- Net increase / (decrease)
- $30,599,145
Coverage
- Total reported participants
- 7,245
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morris, 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 |
|---|---|---|---|
| Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) | Morris Hospital & Healthcare Centers | $102,761,705 | 2023 |
| Quantix Scs 401(K) Plan | Quantix Scs, LLC | $70,163,103 | 2023 |
| Zabel & Associates, Pc 401(K) | Zabel & Associates, Pc | $2,091,809 | 2023 |
| Bella Rose Farm, Inc. 401k Profit Sharing Plan | Bella Rose Farm, Inc. | $178,918 | 2023 |
| Vesper Holdings 401k | Vesper Holdings, Inc. | $126,418 | 2023 |
| Daniel Jurak Dosc Money Purchase Plan & Trust | Daniel Jurak Dosc | $105,854 | 2023 |
| Soto Syndicate Incorporated 401(K) Profit Sharing Plan | Soto Syndicate Incorporated | $7,475 | 2023 |
| Quantix Scs, LLC Health Benefit Plan | Quantix Scs, LLC | not reported in the loaded dataset | 2023 |
| Morris Hospital Flexible Benefits Plan | Morris Hospital & Healthcare Centers | not reported in the loaded dataset | 2023 |
Largest plans in Morris → · Morris plans by participants → · Morris plans with financial data → · Morris plans with provider compensation → · $1B+ plans in Morris →
Related Form 5500 pages
- All IL Form 5500 filings
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) (plan 004)
- Morris Hospital & Healthcare Centers — all reported plans
- Quantix Scs 401(K) Plan (plan 001)
- Quantix Scs, LLC — all reported plans
- Zabel & Associates, Pc 401(K) (plan 001)
- Zabel & Associates, Pc — all reported plans
- Bella Rose Farm, Inc. 401k Profit Sharing Plan (plan 001)
- Bella Rose Farm, Inc. — all reported plans
- Vesper Holdings 401k (plan 001)
- Vesper Holdings, Inc. — all reported plans
- Daniel Jurak Dosc Money Purchase Plan & Trust (plan 001)
- Daniel Jurak Dosc — all reported plans
- Soto Syndicate Incorporated 401(K) Profit Sharing Plan (plan 001)
- Soto Syndicate Incorporated — all reported plans
- Quantix Scs, LLC Health Benefit Plan (plan 502)
- Morris Hospital Flexible Benefits Plan (plan 503)
- Methodology
- Data sources