Bolivar, MO 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, Bolivar, MO has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $121,602,766 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$121,602,766
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$121,602,766

Contributions & income

Employer contributions
$2,863,005
Participant contributions
$8,718,106
Total income / additions
$28,865,006

Expenses & distributions

Benefits paid / distributions
$11,207,198
Total expenses
$11,657,130
Net increase / (decrease)
$17,207,876

Coverage

Total reported participants
6,506
Plans with financial statements
3
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bolivar, MO 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 Bolivar, MO
PlanSponsorReported assets (EOY)Year
Citizens Memorial Health Care System Matched Savings PlanCitizens Memorial Hospital District$75,968,1512023
Citizens Memorial Health Care System Profit Sharing PlanCitizens Memorial Hospital District$40,712,7542023
Woods Supermarket, Inc. 401(K) Profit Sharing PlanWoods Supermarket, Inc.$4,921,8612023
Woods Supermarket Health And Welfare PlanWoods Supermarketnot reported in the loaded dataset2023
Group Section 125 Flexible Benefits Medical,Dental.Life,And Long Term Disability PlanCitizens Memorial Health Care Foundationnot reported in the loaded dataset2023

Related Form 5500 pages