Anderson, IN 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, Anderson, IN has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $172,412,255 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $172,412,255
- Total reported liabilities (EOY)
- $899,720
- Total reported net assets (EOY)
- $171,512,535
Contributions & income
- Employer contributions
- $17,073,389
- Participant contributions
- $5,244,659
- Total income / additions
- $40,754,217
Expenses & distributions
- Benefits paid / distributions
- $24,965,032
- Total expenses
- $26,436,583
- Net increase / (decrease)
- $14,317,634
Coverage
- Total reported participants
- 7,121
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anderson, IN 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 |
|---|---|---|---|
| Operating Engineers Local 112 Health & Welfare Trust | Trustees Of Operating Engineers Local 112 Health & Welfare Trust | $58,207,770 | 2023 |
| Operating Engineers Local 112 Defined Contribution Pension Plan | Board Of Trustees Operating Engineers 112 Defined Contribution Pension | $56,362,707 | 2023 |
| Carter 401(K) Plan | Carter Express, Inc. | $23,577,075 | 2023 |
| Keter Us, Inc. 401(K) Profit Sharing Plan | Keter Us, Inc. | $22,700,181 | 2023 |
| Unified Group Services 401k Retirement Plan | Unified Group Services Inc. | $6,567,572 | 2023 |
| Perfecto Tool & Engineering Company, Inc. Profit Sharing Plan & Trust | Perfecto Tool & Engineering Company, Inc. | $4,090,020 | 2023 |
| Indiana Automation, Inc. 401(K)Plan | Indiana Automation, Inc. | $760,140 | 2023 |
| Douglas Stone, Inc. 401k Profit Sharing Plan | Douglas Stone, Inc. | $146,790 | 2023 |
| Top Choice Fence LLC Employee Group Health Plan | Top Choice Fence LLC | $0 | 2023 |
| Hy-Pro Corporation 401k Plan | Hy-Pro Corporation | $0 | 2023 |
| Resin Partners, Inc. Health Benefits Plan | Keter Us, Inc. | not reported in the loaded dataset | 2023 |
| Unified Group Services, Inc. | Unified Group Services, Inc. | not reported in the loaded dataset | 2023 |
| Community Ltc Dba Essential Senior Health & Living Employee Benefit Plan | Community Ltc Dba Essential Senior Health & Living | not reported in the loaded dataset | 2023 |
| Carter Express, Inc. Group Health And Welfare Benefit Plan | Carter Express, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Anderson → · Anderson plans by participants → · Anderson plans with financial data → · Anderson plans with provider compensation → · $1B+ plans in Anderson →
Related Form 5500 pages
- All IN Form 5500 filings
- Operating Engineers Local 112 Health & Welfare Trust (plan 501)
- Trustees Of Operating Engineers Local 112 Health & Welfare Trust — all reported plans
- Operating Engineers Local 112 Defined Contribution Pension Plan (plan 001)
- Board Of Trustees Operating Engineers 112 Defined Contribution Pension — all reported plans
- Carter 401(K) Plan (plan 001)
- Carter Express, Inc. — all reported plans
- Keter Us, Inc. 401(K) Profit Sharing Plan (plan 001)
- Keter Us, Inc. — all reported plans
- Unified Group Services 401k Retirement Plan (plan 001)
- Unified Group Services Inc. — all reported plans
- Perfecto Tool & Engineering Company, Inc. Profit Sharing Plan & Trust (plan 001)
- Perfecto Tool & Engineering Company, Inc. — all reported plans
- Indiana Automation, Inc. 401(K)Plan (plan 001)
- Indiana Automation, Inc. — all reported plans
- Douglas Stone, Inc. 401k Profit Sharing Plan (plan 001)
- Douglas Stone, Inc. — all reported plans
- Top Choice Fence LLC Employee Group Health Plan (plan 501)
- Top Choice Fence LLC — all reported plans
- Hy-Pro Corporation 401k Plan (plan 001)
- Hy-Pro Corporation — all reported plans
- Resin Partners, Inc. Health Benefits Plan (plan 501)
- Unified Group Services, Inc. (plan 501)
- Community Ltc Dba Essential Senior Health & Living Employee Benefit Plan (plan 501)
- Community Ltc Dba Essential Senior Health & Living — all reported plans
- Carter Express, Inc. Group Health And Welfare Benefit Plan (plan 503)
- Carter Express, Inc. — all reported plans
- Methodology
- Data sources