Waterloo, 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, Waterloo, IL has 7 loaded benefit plan(s) reported by 2 plan sponsor(s), with $43,523,373 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $43,523,373
- Total reported liabilities (EOY)
- $1,023,563
- Total reported net assets (EOY)
- $42,499,810
Contributions & income
- Employer contributions
- $1,633,131
- Participant contributions
- $571,664
- Total income / additions
- $8,283,525
Expenses & distributions
- Benefits paid / distributions
- $4,114,166
- Total expenses
- $4,167,142
- Net increase / (decrease)
- $4,116,383
Coverage
- Total reported participants
- 784
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterloo, 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 |
|---|---|---|---|
| Harrisonville Telephone Company Retirement Plan For Management Employees | Harrisonville Telephone Company | $20,884,366 | 2023 |
| First National Bank Of Waterloo Profit Sharing And Savings Plan | First National Bank Of Waterloo | $14,037,605 | 2023 |
| Harrisonville Telephone Company Retirement Plan For Non-Management Employees | Harrisonville Telephone Company | $8,601,402 | 2023 |
| Harrisonville Telephone Company Group Life Insurance | Harrisonville Telephone Company | not reported in the loaded dataset | 2023 |
| First National Bank Of Waterloo Medical Plan | First National Bank Of Waterloo | not reported in the loaded dataset | 2023 |
| First National Bank Of Waterloo Life And Disability Plan | First National Bank Of Waterloo | not reported in the loaded dataset | 2023 |
| First National Bank Of Waterloo | First National Bank Of Waterloo | not reported in the loaded dataset | 2023 |
Largest plans in Waterloo → · Waterloo plans by participants → · Waterloo plans with financial data → · Waterloo plans with provider compensation → · $1B+ plans in Waterloo →
Related Form 5500 pages
- All IL Form 5500 filings
- Harrisonville Telephone Company Retirement Plan For Management Employees (plan 002)
- Harrisonville Telephone Company — all reported plans
- First National Bank Of Waterloo Profit Sharing And Savings Plan (plan 001)
- First National Bank Of Waterloo — all reported plans
- Harrisonville Telephone Company Retirement Plan For Non-Management Employees (plan 001)
- Harrisonville Telephone Company Group Life Insurance (plan 510)
- First National Bank Of Waterloo Medical Plan (plan 501)
- First National Bank Of Waterloo Life And Disability Plan (plan 502)
- First National Bank Of Waterloo (plan 503)
- Methodology
- Data sources