Cumberland, WI 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, Cumberland, WI has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,863,931 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,863,931
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$22,863,931

Contributions & income

Employer contributions
$350,954
Participant contributions
$1,531,257
Total income / additions
$5,154,690

Expenses & distributions

Benefits paid / distributions
$2,236,254
Total expenses
$2,339,526
Net increase / (decrease)
$2,815,164

Coverage

Total reported participants
871
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cumberland, WI 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 Cumberland, WI
PlanSponsorReported assets (EOY)Year
Cumberland Healthcare 403(B) PlanCumberland Healthcare$16,755,7152023
Ardisam, Inc. 401(K) Profit Sharing PlanArdisam, Inc.$6,108,2162023
Cumberland Memorial Hospital, Inc. Health And Dental PlanCumberland Healthcarenot reported in the loaded dataset2023
Cumberland Memorial Hospital, Inc. Life Insurance PlanCumberland Healthcarenot reported in the loaded dataset2023
Ardisam International, Inc. Health And Welfare Benefit PlanArdisam International, Inc.not reported in the loaded dataset2023

Related Form 5500 pages