Nephi, 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, Nephi, UT has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $30,736,359 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
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,736,359
Total reported liabilities (EOY)
$91
Total reported net assets (EOY)
$30,736,268

Contributions & income

Employer contributions
$222,319
Participant contributions
$787,506
Total income / additions
$4,490,547

Expenses & distributions

Benefits paid / distributions
$549,183
Total expenses
$1,338,519
Net increase / (decrease)
$3,152,028

Coverage

Total reported participants
985
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nephi, 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 Nephi, UT
PlanSponsorReported assets (EOY)Year
Central Valley Medical Center 403(B) Retirement PlanCentral Valley Medical Center$17,347,7892023
Mid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants$12,477,1462023
Rocky Mountain West Telecom 401(K) Profit Sharing PlanRmwt, Inc.$911,4242023
Rural Health Management Corporation Cafeteria Plan Employee Benefit PlanRural Health Management Corporationnot reported in the loaded dataset2023

Related Form 5500 pages