Union, 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, Union, IL has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,831,098 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,831,098
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,831,098

Contributions & income

Employer contributions
$298,031
Participant contributions
$931,025
Total income / additions
$3,288,215

Expenses & distributions

Benefits paid / distributions
$556,269
Total expenses
$623,358
Net increase / (decrease)
$2,664,857

Coverage

Total reported participants
1,343
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Union, 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 Union, IL
PlanSponsorReported assets (EOY)Year
Bag Makers, Inc. 401(K)/Profit Sharing PlanBag Makers, Inc.$14,766,2902023
Tat Enterprises Inc 401(K) Profit Sharing PlanTat Enterprises Inc$64,8082023
Central Wire, Inc. Employee Benefits PlanCentral Wire, Inc.not reported in the loaded dataset2023
Miceli Drapery Company, Inc. Employee Benefit PlanMiceli Drapery Company, Inc.not reported in the loaded dataset2023
Bag Makers, Inc. Health PlanBag Makers, Inc.not reported in the loaded dataset2023

Related Form 5500 pages