Herriman, UT 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, Herriman, UT has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $11,646,421 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,646,421
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,646,421

Contributions & income

Employer contributions
$738,486
Participant contributions
$522,037
Total income / additions
$3,490,445

Expenses & distributions

Benefits paid / distributions
$874,367
Total expenses
$935,087
Net increase / (decrease)
$2,555,358

Coverage

Total reported participants
1,320
Plans with financial statements
10
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Herriman, UT 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 Herriman, UT
PlanSponsorReported assets (EOY)Year
Retirement Income Security Plan-Providence HallProvidence Hall$9,432,8812023
Cobalt 3 Inc. Retirement PlanCobalt 3 Inc.$817,7232023
Hoggan Capital Inc 401(K) PlanHoggan Capital Inc$440,8622023
Pappy Inc. 401(K) PlanPappy Inc.$417,2792023
New Heights Management Inc 401(K) PlanNew Heights Management Inc$159,5522023
Quality Convenience Group Profit Sharing PlanQuality Convenience Group, Inc.$154,9842023
Tsubaki One 401kTsubaki One Inc.$78,1442023
Jarnel, Inc. 401(K) PlanJarnel, Inc.$71,5722023
Rj Fusion Inc 401(K) PlanRj Fusion Inc$46,4682023
Treme Corporation 401k Profit Sharing PlanTreme Corporation$26,9562023
Bullfrog Spas Life Insurance PlanBullfrog International, L.C.not reported in the loaded dataset2023
Bullfrog International Vision PlanBullfrog International, L.C.not reported in the loaded dataset2023
Bullfrog Spas Employee Benefit PlanBullfrog International, L.C.not reported in the loaded dataset2023

Related Form 5500 pages