Marion, 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, Marion, WI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,562,491 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,562,491
- Total reported liabilities (EOY)
- $14,887
- Total reported net assets (EOY)
- $51,547,604
Contributions & income
- Employer contributions
- $961,021
- Participant contributions
- $2,160,095
- Total income / additions
- $12,244,300
Expenses & distributions
- Benefits paid / distributions
- $8,227,247
- Total expenses
- $8,437,798
- Net increase / (decrease)
- $3,806,502
Coverage
- Total reported participants
- 1,176
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 |
|---|---|---|---|
| Great Lakes Veneer, Inc. Savings And Retirement Plan | Great Lakes Veneer, Inc. | $24,843,178 | 2023 |
| Marion Body Works, Inc. Savings Plan | Marion Body Works, Inc. | $16,784,398 | 2023 |
| Premier Community Bank Retirement Savings And Employee Stock Ownership Plan | Premier Community Bank | $9,934,915 | 2023 |
| Marion Plywood Employee Benefit Plan | Great Lakes Veneer, Inc. | not reported in the loaded dataset | 2023 |
| Marion Plywood Life Insurance Plan | Great Lakes Veneer, Inc. | not reported in the loaded dataset | 2023 |
| Marion Body Works, Inc. Employee Welfare Plan | Marion Body Works, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All WI Form 5500 filings
- Great Lakes Veneer, Inc. Savings And Retirement Plan (plan 001)
- Great Lakes Veneer, Inc. — all reported plans
- Marion Body Works, Inc. Savings Plan (plan 002)
- Marion Body Works, Inc. — all reported plans
- Premier Community Bank Retirement Savings And Employee Stock Ownership Plan (plan 002)
- Premier Community Bank — all reported plans
- Marion Plywood Employee Benefit Plan (plan 501)
- Great Lakes Veneer, Inc. — all reported plans
- Marion Plywood Life Insurance Plan (plan 503)
- Marion Body Works, Inc. Employee Welfare Plan (plan 501)
- Methodology
- Data sources