Coldwater, OH 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, Coldwater, OH has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,748,081 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,748,081
- Total reported liabilities (EOY)
- $4,252
- Total reported net assets (EOY)
- $28,743,829
Contributions & income
- Employer contributions
- $603,978
- Participant contributions
- $2,341,781
- Total income / additions
- $7,596,169
Expenses & distributions
- Benefits paid / distributions
- $490,137
- Total expenses
- $503,484
- Net increase / (decrease)
- $7,092,685
Coverage
- Total reported participants
- 1,363
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coldwater, OH 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 |
|---|---|---|---|
| Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan | Signature Partners, Inc. | $16,089,825 | 2023 |
| Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan | Medf Physicians Corp. | $10,228,134 | 2023 |
| Casad Company 401(K) Plan | Casad Company, Inc. | $2,430,122 | 2023 |
| Signature Partners, Inc. Health Plan | Signature Partners, Inc. | not reported in the loaded dataset | 2023 |
| Signature Partners, Inc. Welfare Plan | Signature Partners, Inc. | not reported in the loaded dataset | 2023 |
| Mercer Health Medical Group Plan | Mercer Health Medical Group | not reported in the loaded dataset | 2023 |
Largest plans in Coldwater → · Coldwater plans by participants → · Coldwater plans with financial data → · Coldwater plans with provider compensation → · $1B+ plans in Coldwater →
Related Form 5500 pages
- All OH Form 5500 filings
- Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan (plan 001)
- Signature Partners, Inc. — all reported plans
- Medf Physicians Corp. Voluntary Tax Deferred Annuity Plan (plan 001)
- Medf Physicians Corp. — all reported plans
- Casad Company 401(K) Plan (plan 002)
- Casad Company, Inc. — all reported plans
- Signature Partners, Inc. Health Plan (plan 501)
- Signature Partners, Inc. Welfare Plan (plan 502)
- Mercer Health Medical Group Plan (plan 501)
- Methodology
- Data sources