Henderson, KY 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, Henderson, KY has 18 loaded benefit plan(s) reported by 16 plan sponsor(s), with $258,055,396 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$258,055,396
Total reported liabilities (EOY)
$45,047,263
Total reported net assets (EOY)
$213,008,133

Contributions & income

Employer contributions
$50,943,851
Participant contributions
$6,625,837
Total income / additions
$92,532,935

Expenses & distributions

Benefits paid / distributions
$63,352,146
Total expenses
$67,841,695
Net increase / (decrease)
$24,691,240

Coverage

Total reported participants
6,199
Plans with financial statements
14
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Henderson, KY 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 Henderson, KY
PlanSponsorReported assets (EOY)Year
Intl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust FundIntl Union Of Operating Engrs Local Unions 181 320 Welfare Trust$93,066,7182023
Pittsburg Tank & Tower Group, Inc. Employee Stock Ownership PlanPittsburg Tank & Tower Group, Inc.$79,190,0002023
Methodist Hospital, Inc. 403(B) PlanMethodist Health, Inc.$24,215,1982023
Field & Main Bank 401(K) PlanField & Main Bank$20,793,3492023
Pittsburg Tank & Tower Co., Inc. Employees Savings TrustPittsburg Tank & Tower Co, Inc.$12,780,2222023
Dr John Rashidian 401(K) PlanDr. John Rashidian$7,448,4502023
Sitex Corporation Team Members Retirement PlanSitex Corporation$5,231,4872023
Sunspring 401(K) PlanSunspring America, Inc.$4,153,9232023
Meuth Construction Supply, Inc. 401(K) PlanMeuth Construction Supply, Inc.$3,946,0962023
St. Anthony'S Hospice, Inc. 401(K) PlanSt. Anthony'S Hospice, Inc.$2,788,9492023
Kuldeep R. Pandit, Md 401(K) Profit Sharing PlanKuldeep R. Pandit, Md$2,550,6252023
King, Deep & Branaman 401(K) Profit Sharing PlanKing, Deep & Branaman$1,890,3792023
Zenaida A. Maddela M.D. Profit Sharing PlanZenaida A. Maddela M.D.$02023
Scott Industries Employee Benefit PlanScott Industries, LLCnot reported in the loaded dataset2023
Field And Main Bank Health And Welfare PlanField & Main Banknot reported in the loaded dataset2023
Pittsburg Tank & Tower Company, Inc. Employee Benefits PlanPittsburg Tank & Tower Company, Inc.not reported in the loaded dataset2023
Employee Health Plan Of Stb IncStb Incnot reported in the loaded dataset2023
Kenergy Corporation Health & Welfare PlanKenergynot reported in the loaded dataset2023

Related Form 5500 pages