Bel Air, MD 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, Bel Air, MD has 21 loaded benefit plan(s) reported by 20 plan sponsor(s), with $396,781,171 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
20
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$396,781,171
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$396,781,171

Contributions & income

Employer contributions
$6,293,961
Participant contributions
$18,323,456
Total income / additions
$82,971,348

Expenses & distributions

Benefits paid / distributions
$26,441,905
Total expenses
$27,692,036
Net increase / (decrease)
$55,279,312

Coverage

Total reported participants
6,158
Plans with financial statements
19
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bel Air, MD 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 Bel Air, MD
PlanSponsorReported assets (EOY)Year
Upper Chesapeake Health 403(B) Savings PlanUniversity Of Maryland Upper Chesapeake Health System, Inc.$275,088,9212023
The Harford Mutual Insurance Group Retirement Savings PlanThe Harford Mutual Insurance Company$45,317,2162023
Vascular Surgery Associates, LLC 401(K) PlanVascular Surgery Associates, LLC$22,028,2782023
Jones Junction Inc 401(K) Profit Sharing Plan & TrustJones Junction Inc$19,793,9192023
Freedom Fcu 401(K) Savings PlanFreedom Of Maryland Federal Credit Union$7,966,9622023
Mnr Industries, LLC 401(K) Retirement PlanMnr Industries, LLC$7,598,1522023
Kelly Financial Group, LLC 401(K) P/S PlanKelly Financial Group, LLC$4,717,2852023
Brown, Brown & Young 401(K) P/S PlanBrown, Brown & Young$4,259,4512023
The Mill Of Bel Air 401(K) Profit Sharing Plan & TrustB.A.F.S., Inc.$3,453,7302023
Frank Hajek & Associates Retirement Plan TrustFrank Hajek & Associates, P.A. Retirement Plan Trust$2,823,9032023
Simbionte Investment Group Inc. Retirement PlanSimbionte Investment Group Inc.$1,259,0982023
Jrpage Enterprise Inc. Retirement PlanJrpage Enterprise Inc.$798,1432023
Btbc Corp. Profit Sharing PlanBtbc Corp.$476,6842023
A&M Illumination Inc. Retirement PlanA&M Illumination Inc.$438,6992023
Studio 4-10 Salon And Suites Inc. Retirement PlanStudio 4-10 Salon And Suites Inc.$316,3382023
D&J Home Organization Inc. Retirement PlanD&J Home Organization Inc.$160,0012023
R & J Senior Advisors Inc. Retirement PlanR & J Senior Advisors Inc.$146,7052023
Stand Tall Industries Incorporated 401(K) PlanStand Tall Industries Incorporated$133,6272023
Sabet Enterprises, Inc. 401(K) Profit Sharing PlanSabet Enterprises, Inc.$4,0592023
Spartan Surfaces, Inc. Health & Welfare PlanSpartan Surfaces, Incnot reported in the loaded dataset2023
The Harford Mutual Insurance Company Welfare Benefits PlanThe Harford Mutual Insurance Companynot reported in the loaded dataset2023

Related Form 5500 pages