Moberly, 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, Moberly, MO has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $94,565,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $94,565,890
- Total reported liabilities (EOY)
- $462,200
- Total reported net assets (EOY)
- $94,103,690
Contributions & income
- Employer contributions
- $2,464,737
- Participant contributions
- $5,095,557
- Total income / additions
- $22,542,645
Expenses & distributions
- Benefits paid / distributions
- $18,253,265
- Total expenses
- $18,787,250
- Net increase / (decrease)
- $3,755,395
Coverage
- Total reported participants
- 9,183
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Moberly, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Orscheln Industries Retirement Program | Orscheln Industries | $68,753,240 | 2023 |
| Mid-Am Holdings, LLC 401(K) Profit Sharing Plan | Mid-Am Holdings, LLC | $24,722,942 | 2023 |
| Orscheln Industries Health Plan For Orscheln Products, LLC | Orscheln Products, LLC | $496,423 | 2023 |
| Zabava Enterprises, Inc. 401(K) Plan | Zabava Enterprises, Inc. | $423,451 | 2023 |
| Kac Franchises Inc. 401(K) Profit Sharing Plan | Kac Franchises Inc. | $169,834 | 2023 |
| Orscheln Life Insurance Plan | Orscheln Management Company | not reported in the loaded dataset | 2023 |
| Orscheln Domestic Travel Accident Plan | Orscheln Management Company | not reported in the loaded dataset | 2023 |
| Group Long Term & Short Term Disability Plan | Orscheln Management Company | not reported in the loaded dataset | 2023 |
Largest plans in Moberly → · Moberly plans by participants → · Moberly plans with financial data → · Moberly plans with provider compensation → · $1B+ plans in Moberly →
Related Form 5500 pages
- All MO Form 5500 filings
- Orscheln Industries Retirement Program (plan 001)
- Orscheln Industries — all reported plans
- Mid-Am Holdings, LLC 401(K) Profit Sharing Plan (plan 001)
- Mid-Am Holdings, LLC — all reported plans
- Orscheln Industries Health Plan For Orscheln Products, LLC (plan 501)
- Orscheln Products, LLC — all reported plans
- Zabava Enterprises, Inc. 401(K) Plan (plan 002)
- Zabava Enterprises, Inc. — all reported plans
- Kac Franchises Inc. 401(K) Profit Sharing Plan (plan 001)
- Kac Franchises Inc. — all reported plans
- Orscheln Life Insurance Plan (plan 503)
- Orscheln Domestic Travel Accident Plan (plan 506)
- Group Long Term & Short Term Disability Plan (plan 502)
- Methodology
- Data sources