Washington, 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, Washington, IN has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $84,897,512 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$84,897,512
Total reported liabilities (EOY)
$46,576,221
Total reported net assets (EOY)
$38,321,291

Contributions & income

Employer contributions
$4,227,375
Participant contributions
$2,557,202
Total income / additions
$9,965,881

Expenses & distributions

Benefits paid / distributions
$1,987,600
Total expenses
$2,204,999
Net increase / (decrease)
$7,760,882

Coverage

Total reported participants
2,023
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Washington, 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 Washington, IN
PlanSponsorReported assets (EOY)Year
Reformed Truescripts Holdings, Inc. Employee Stock Ownership PlanTruescripts Holdings, Inc.$45,510,0002023
Williams Bros. Healthcare Pharmacy, Inc. 401(K) PlanWilliams Bros. Healthcare Pharmacy, Inc.$17,726,1292023
Truescripts Management Services, LLC 401(K) PlanTruescripts Management Services, LLC$10,658,0292023
Nasco Industries, Inc. Employee Stock Ownership And 401(K) PlanNasco Industries, Inc.$5,649,9732023
Midwest Natural Gas Corporation Employee Stock Ownership PlanMidwest Natural Gas Corporation$5,353,3812023
Williams Bros. Health Care Pharmacy Ancillary Benefit PlanWilliams Bros. Health Care Pharmacynot reported in the loaded dataset2023
Williams Bros. Health Care Pharmacy Group Health PlanWilliams Bros. Health Care Pharmacynot reported in the loaded dataset2023
True Rx Health Strategists Group Health PlanTrue Rx Health Strategistsnot reported in the loaded dataset2023
Truescripts Management Services, LLC Health And Welfare PlanTruescripts Management Services, LLCnot reported in the loaded dataset2023

Related Form 5500 pages