Lavista, NE 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, Lavista, NE has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $494,173 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$494,173
Total reported liabilities (EOY)
$404,989
Total reported net assets (EOY)
$89,184

Contributions & income

Employer contributions
$2,192,693
Participant contributions
$2,454,170
Total income / additions
$4,646,960

Expenses & distributions

Benefits paid / distributions
$4,063,345
Total expenses
$4,696,471
Net increase / (decrease)
-$49,511

Coverage

Total reported participants
2,047
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lavista, NE 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 Lavista, NE
PlanSponsorReported assets (EOY)Year
Advance Services, Inc. Group Benefit PlanAdvance Services, Inc.$494,1732023
Standard Heating & Air Conditioning Inc. Health Care PlanStandard Heating & Air Conditioning Incnot reported in the loaded dataset2023
Standard Heating & Air Conditioning, Inc. Welfare PlanStandard Heating & Air Conditioning Inc.not reported in the loaded dataset2023
Standard Heating & Air Conditioning Dental PlanStandard Heating & Air Conditioning, Inc.not reported in the loaded dataset2023

Related Form 5500 pages