St. Henry, 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, St. Henry, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,900,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,900,000
- Total reported liabilities (EOY)
- $15,516,877
- Total reported net assets (EOY)
- $9,383,123
Contributions & income
- Employer contributions
- $1,305,750
- Total income / additions
- $10,605,750
Expenses & distributions
- Benefits paid / distributions
- $282,690
- Total expenses
- $842,012
- Net increase / (decrease)
- $9,763,738
Coverage
- Total reported participants
- 568
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Henry, 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 |
|---|---|---|---|
| Bruns Holding Group Employee Stock Ownership Plan | Bruns Holding Group, Inc. | $24,900,000 | 2023 |
| Schockman Lumber Group Health Plan | Schockman Lumber Company | not reported in the loaded dataset | 2023 |
| Bruns Construction Enterprises, Inc. Health Plan | Bruns Construction Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in St. Henry → · St. Henry plans by participants → · St. Henry plans with financial data → · St. Henry plans with provider compensation → · $1B+ plans in St. Henry →
Related Form 5500 pages
- All OH Form 5500 filings
- Bruns Holding Group Employee Stock Ownership Plan (plan 002)
- Bruns Holding Group, Inc. — all reported plans
- Schockman Lumber Group Health Plan (plan 501)
- Schockman Lumber Company — all reported plans
- Bruns Construction Enterprises, Inc. Health Plan (plan 502)
- Bruns Construction Enterprises, Inc. — all reported plans
- Methodology
- Data sources