Lancaster, SC 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, Lancaster, SC has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $189,386,156 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$189,386,156
Total reported liabilities (EOY)
$188,935
Total reported net assets (EOY)
$189,197,221

Contributions & income

Employer contributions
$9,629,362
Participant contributions
$6,491,201
Total income / additions
$42,925,042

Expenses & distributions

Benefits paid / distributions
$19,294,972
Total expenses
$19,457,153
Net increase / (decrease)
$23,467,889

Coverage

Total reported participants
5,420
Plans with financial statements
6
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lancaster, SC 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 Lancaster, SC
PlanSponsorReported assets (EOY)Year
Founders Federal Credit Union Defined Contribution PlanFounders Federal Credit Union$124,018,0162023
Nutramax Laboratories, Inc. 401(K) Profit Sharing PlanNutramax Laboratories, Inc.$62,391,8662023
Cch Holdings Co. Retirement PlanCarolina Country Homes Inc.$2,087,7522023
Catawba Falls Event Center, Inc. Retirement PlanCatawba Falls Event Center, Inc.$819,4432023
Sweet Legacy Inc. Retirement PlanSweet Legacy Inc.$69,0792023
Gritfit Inc. 401(K) PlanGritfit Inc.$02023
Group Life And Accidental Death And Dismemberment Insurance For Employees Of Founders Federal Credit UnionFounders Federal Credit Unionnot reported in the loaded dataset2023
Founders Federal Credit Union Flexible Compensation PlanFounders Federal Credit Unionnot reported in the loaded dataset2023
Group Long Term Disability For Founders Federal Credit UnionFounders Federal Credit Unionnot reported in the loaded dataset2023
Founders Federal Credit Union Health Benefits PlanFounders Federal Credit Unionnot reported in the loaded dataset2023
Nutramax Laboratories, Inc. Health & Welfare PlanNutramax Laboratories, Inc.not reported in the loaded dataset2023

Related Form 5500 pages