Schererville, 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, Schererville, IN has 17 loaded benefit plan(s) reported by 15 plan sponsor(s), with $67,875,802 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
15
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,875,802
Total reported liabilities (EOY)
$58
Total reported net assets (EOY)
$67,876,756

Contributions & income

Employer contributions
$974,594
Participant contributions
$423,783
Total income / additions
$6,898,502

Expenses & distributions

Benefits paid / distributions
$5,539,515
Total expenses
$5,910,532
Net increase / (decrease)
$987,970

Coverage

Total reported participants
498
Plans with financial statements
16
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Schererville, 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

Largest loaded plans in Schererville, IN
PlanSponsorReported assets (EOY)Year
Arcelormittal Defined Benefit Plans Master TrustArcelormittal Sales & Administration LLC$27,174,1022023
Arcelormittal Sales & Administration LLC Main Pension PlanArcelormittal Sales & Administration LLC$19,373,5672023
Pension Plan For Hourly And Bargaining Unit Employees Of Arcelormittal Usa Research LLCArcelormittal Sales & Administration LLC$7,800,5342023
Albert'S Diamond Jewelers, Inc. 401(K) Profit Sharing PlanAlbert'S Diamond Jewelers, Inc.$7,184,0892023
Arthur Katz, M.D., S.C. Defined Benefit PlanArthur Katz, M.D., S.C.$2,913,8912023
Thomas W. Daniels & Co., P.C. 401(K) PlanThomas W. Daniels & Co., P.C.$1,127,8052023
David M Radovich Profit Sharing PlanDavid Radovich, Dds Radovich$628,6162023
Tactical Marketing Inc. Retirement PlanTactical Marketing Inc.$561,1682023
Ogden Welding Systems, Inc. Employee Stock Ownership Plan And TrustOgden Welding Systems, Inc.$558,0722023
Big Bird Nerds Inc. 401(K) PlanBig Bird Nerds Inc.$519,5492023
Let Us Bake LLC 401(K) PlanLet Us Bake LLC$34,2112023
Employee Health Plan Of Krygier Management, Inc.Krygier Management, Inc.$1982023
The Marvel Group 401(K) And Profit Sharing PlanThe Marvel Group, Inc.$02023
Vanis Entities Retirement PlanVanis, Inc.$02023
Wildrose Brewing Company 401(K) PlanWildrose Brewing Company$02023
Blue Transfer, LLC Welfare Benefit PlanBlue Transfer, LLCnot reported in the loaded dataset2023
Employee Health Plan Of Nova EngineeringNova Engineeringnot reported in the loaded dataset2023

Related Form 5500 pages