Portland, 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, Portland, IN has 20 loaded benefit plan(s) reported by 7 plan sponsor(s), with $117,839,287 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $117,839,287
- Total reported liabilities (EOY)
- $2,070,718
- Total reported net assets (EOY)
- $115,768,569
Contributions & income
- Employer contributions
- $4,173,626
- Participant contributions
- $5,918,310
- Total income / additions
- $25,232,631
Expenses & distributions
- Benefits paid / distributions
- $9,998,089
- Total expenses
- $10,491,867
- Net increase / (decrease)
- $14,740,764
Coverage
- Total reported participants
- 7,927
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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 |
|---|---|---|---|
| Fcc Associates' Retirement Plan | Fcc Indiana, Inc. | $54,531,291 | 2023 |
| Jay Petroleum Inc. Employee Stock Ownership Plan | Jay Petroleum, Inc. | $31,731,376 | 2023 |
| Premier Forge Group Non-Union 401(K) Plan | Premier Forge Group, LLC | $14,887,306 | 2023 |
| Priority Plastics Inc. 401k Plan | Priority Plastics Inc. | $6,975,643 | 2023 |
| Jay Petroleum Inc. 401k Plan | Jay Petroleum Inc. | $4,572,611 | 2023 |
| Premier Forge Group Retirement Plan | Premier Forge Group, LLC | $3,966,566 | 2023 |
| Sorting Solutions, Inc. 401(K) Plan | Sorting Solutions, Inc. | $1,043,917 | 2023 |
| Collins Enterprises Retirement Plan | Collins Enterprises, Inc. | $130,577 | 2023 |
| Premier Forge Group Voluntary Life And Ad&D | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Accident Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Critical Illness Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Voluntary Hospital Indemnity Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Dental Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Priority Plastics Health & Welfare Plan | Priority Plastics, Inc. | not reported in the loaded dataset | 2023 |
| Premier Forge Group Health Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Fcc (North America), Inc. Health And Welfare Plan | Fcc North America, Inc. | not reported in the loaded dataset | 2023 |
| Premier Forge Group Vision Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Life Insurance Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Short Term Disability Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
| Premier Forge Group Long Term Disability Plan | Premier Forge Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All IN Form 5500 filings
- Fcc Associates' Retirement Plan (plan 001)
- Fcc Indiana, Inc. — all reported plans
- Jay Petroleum Inc. Employee Stock Ownership Plan (plan 002)
- Jay Petroleum, Inc. — all reported plans
- Premier Forge Group Non-Union 401(K) Plan (plan 002)
- Premier Forge Group, LLC — all reported plans
- Priority Plastics Inc. 401k Plan (plan 004)
- Priority Plastics Inc. — all reported plans
- Jay Petroleum Inc. 401k Plan (plan 001)
- Premier Forge Group Retirement Plan (plan 001)
- Sorting Solutions, Inc. 401(K) Plan (plan 001)
- Sorting Solutions, Inc. — all reported plans
- Collins Enterprises Retirement Plan (plan 001)
- Collins Enterprises, Inc. — all reported plans
- Premier Forge Group Voluntary Life And Ad&D (plan 510)
- Premier Forge Group Voluntary Accident Plan (plan 511)
- Premier Forge Group Voluntary Critical Illness Plan (plan 512)
- Premier Forge Group Voluntary Hospital Indemnity Plan (plan 513)
- Premier Forge Group Dental Plan (plan 502)
- Priority Plastics Health & Welfare Plan (plan 501)
- Premier Forge Group Health Plan (plan 501)
- Methodology
- Data sources