Newburgh, 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, Newburgh, IN has 21 loaded benefit plan(s) reported by 13 plan sponsor(s), with $117,384,412 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $117,384,412
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $117,384,412
Contributions & income
- Employer contributions
- $8,607,654
- Participant contributions
- $6,512,070
- Total income / additions
- $32,444,032
Expenses & distributions
- Benefits paid / distributions
- $34,783,508
- Total expenses
- $35,585,448
- Net increase / (decrease)
- -$3,141,416
Coverage
- Total reported participants
- 7,214
- Plans with financial statements
- 11
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newburgh, 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 |
|---|---|---|---|
| Energy Systems Group, LLC 401(K) Plan | Energy Systems Group, LLC | $56,492,777 | 2023 |
| Women'S Health Care, P. C. Profit Sharing And 401(K) Plan | Women'S Health Care, P.C. | $21,533,778 | 2023 |
| Heritage Federal Credit Union 401(K) Plan | Heritage Federal Credit Union | $17,845,324 | 2023 |
| Kaiser Aluminum Warrick Pension Plan | Kaiser Aluminum Warrick, LLC | $12,547,249 | 2023 |
| Evansville Christian School Retirement Plan | Evansville Christian School, Inc. | $3,575,314 | 2023 |
| Morley And Associates, Inc. 401(K) Profit Sharing Plan | Morley And Associates, Inc. | $3,137,424 | 2023 |
| First Advantage Realty, Inc. 401(K) Plan | First Advantage Realty, Inc. | $1,481,472 | 2023 |
| G-Tek Enterprises Inc. 401(K) Plan | G-Tek Enterprises Inc. | $670,962 | 2023 |
| Southern Experiences Inc. | Southern Experiences Inc. | $100,112 | 2023 |
| Deaconess Womens Hospital Of Southern Indiana LLC 401(K) Plan | Deaconess Womens Hospital Of Southern Indiana LLC | $0 | 2023 |
| Bedford Nugent Corp. Employees Profit Sharing Plan | Bedford Nugent Corp | $0 | 2023 |
| Deaconess Womens Hospital Of Southern Indiana Health And Welfare Benefit Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Deaconess Womens Hospital Group Life Insurance Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Ragle, Inc. Welfare Plan | Ragle, Inc. | not reported in the loaded dataset | 2023 |
| Deaconess Womens Hospital Std Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Deaconess Womens Hospital Ltd Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Deaconess Womens Hospital Vision Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Heritage Federal Credit Union Health & Welfare Plan | Heritage Federal Credit Union | not reported in the loaded dataset | 2023 |
| Deaconess Womens Hospital Dental Plan | Deaconess Womens Hospital Of Southern Indiana, LLC | not reported in the loaded dataset | 2023 |
| Newburgh Healthcare Center, Inc. | Newburgh Healthcare And Residental Center, Inc. | not reported in the loaded dataset | 2023 |
| Energy Systems Group Health & Welfare Benefits Plan | Energy Systems Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Newburgh → · Newburgh plans by participants → · Newburgh plans with financial data → · Newburgh plans with provider compensation → · $1B+ plans in Newburgh →
Related Form 5500 pages
- All IN Form 5500 filings
- Energy Systems Group, LLC 401(K) Plan (plan 002)
- Energy Systems Group, LLC — all reported plans
- Women'S Health Care, P. C. Profit Sharing And 401(K) Plan (plan 001)
- Women'S Health Care, P.C. — all reported plans
- Heritage Federal Credit Union 401(K) Plan (plan 033)
- Heritage Federal Credit Union — all reported plans
- Kaiser Aluminum Warrick Pension Plan (plan 002)
- Kaiser Aluminum Warrick, LLC — all reported plans
- Evansville Christian School Retirement Plan (plan 001)
- Evansville Christian School, Inc. — all reported plans
- Morley And Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Morley And Associates, Inc. — all reported plans
- First Advantage Realty, Inc. 401(K) Plan (plan 001)
- First Advantage Realty, Inc. — all reported plans
- G-Tek Enterprises Inc. 401(K) Plan (plan 001)
- G-Tek Enterprises Inc. — all reported plans
- Southern Experiences Inc. (plan 001)
- Southern Experiences Inc. — all reported plans
- Deaconess Womens Hospital Of Southern Indiana LLC 401(K) Plan (plan 001)
- Deaconess Womens Hospital Of Southern Indiana LLC — all reported plans
- Bedford Nugent Corp. Employees Profit Sharing Plan (plan 001)
- Bedford Nugent Corp — all reported plans
- Deaconess Womens Hospital Of Southern Indiana Health And Welfare Benefit Plan (plan 501)
- Deaconess Womens Hospital Group Life Insurance Plan (plan 502)
- Ragle, Inc. Welfare Plan (plan 501)
- Ragle, Inc. — all reported plans
- Deaconess Womens Hospital Std Plan (plan 504)
- Methodology
- Data sources