Lancaster, 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, Lancaster, WI has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $62,665,569 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $62,665,569
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $62,665,569
Contributions & income
- Employer contributions
- $1,511,713
- Participant contributions
- $3,745,513
- Total income / additions
- $13,943,507
Expenses & distributions
- Benefits paid / distributions
- $6,270,124
- Total expenses
- $6,282,523
- Net increase / (decrease)
- $7,660,984
Coverage
- Total reported participants
- 1,708
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lancaster, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Tricor, LLC. 401(K) Profit Sharing Plan | Tricor, LLC | $36,291,298 | 2023 |
| Grant Regional Health Center Retirement Plan | Grant Regional Health Center | $26,057,666 | 2023 |
| Family Medical Center Retirement Plan | Lancaster Family Medical Center Sc | $316,605 | 2023 |
| Grant Regional Health Center Dental Plan | Grant Regional Health Center | not reported in the loaded dataset | 2023 |
| Grant Regional Health Center Health Insurance | Grant Regional Health Center | not reported in the loaded dataset | 2023 |
| Grant Regional Health Center Group Vision Plan | Grant Regional Health Center | not reported in the loaded dataset | 2023 |
| Grant Regional Health Center Eap Plan | Grant Regional Health Center | not reported in the loaded dataset | 2023 |
| Tricor LLC Wrap Plan | Tricor LLC | not reported in the loaded dataset | 2023 |
| Group Life Insurance Benefits For The Employees Of Grant Regional Health Center | Grant Regional Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Lancaster → · Lancaster plans by participants → · Lancaster plans with financial data → · Lancaster plans with provider compensation → · $1B+ plans in Lancaster →
Related Form 5500 pages
- All WI Form 5500 filings
- Tricor, LLC. 401(K) Profit Sharing Plan (plan 001)
- Tricor, LLC — all reported plans
- Grant Regional Health Center Retirement Plan (plan 001)
- Grant Regional Health Center — all reported plans
- Family Medical Center Retirement Plan (plan 001)
- Lancaster Family Medical Center Sc — all reported plans
- Grant Regional Health Center Dental Plan (plan 508)
- Grant Regional Health Center Health Insurance (plan 510)
- Grant Regional Health Center Group Vision Plan (plan 512)
- Grant Regional Health Center Eap Plan (plan 520)
- Tricor LLC Wrap Plan (plan 505)
- Group Life Insurance Benefits For The Employees Of Grant Regional Health Center (plan 504)
- Methodology
- Data sources