Osceola, 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, Osceola, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $53,948,236 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $53,948,236
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $53,948,236
Contributions & income
- Employer contributions
- $1,506,967
- Participant contributions
- $3,958,793
- Total income / additions
- $13,428,182
Expenses & distributions
- Benefits paid / distributions
- $6,898,315
- Total expenses
- $7,183,580
- Net increase / (decrease)
- $6,244,602
Coverage
- Total reported participants
- 1,930
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Osceola, 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 |
|---|---|---|---|
| Tenere Inc. 401(K) Retirement Plan | Tenere Inc | $18,778,000 | 2023 |
| Osceola Medical Center 403(B) Tax Deferred Annuity Plan | Ladd Memorial Hospital Dba Osceola Medical Center | $15,361,106 | 2023 |
| Northwire, Inc. 401(K) Plan | Northwire, Inc. | $13,694,563 | 2023 |
| Core Products International Inc 401(K) Profit Sharing Plan | Core Products International, Inc. | $5,184,725 | 2023 |
| Core Products Employee Stock Ownership Plan | Core Products International, Inc. | $929,842 | 2023 |
| Northwire, Inc. Welfare Benefit Plan | Northwire, Inc. | not reported in the loaded dataset | 2023 |
| Osceola Medical Center Welfare Benefit Plan | Ladd Memorial Hospital Dba Osceola Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Osceola → · Osceola plans by participants → · Osceola plans with financial data → · Osceola plans with provider compensation → · $1B+ plans in Osceola →
Related Form 5500 pages
- All WI Form 5500 filings
- Tenere Inc. 401(K) Retirement Plan (plan 002)
- Tenere Inc — all reported plans
- Osceola Medical Center 403(B) Tax Deferred Annuity Plan (plan 002)
- Ladd Memorial Hospital Dba Osceola Medical Center — all reported plans
- Northwire, Inc. 401(K) Plan (plan 003)
- Northwire, Inc. — all reported plans
- Core Products International Inc 401(K) Profit Sharing Plan (plan 001)
- Core Products International, Inc. — all reported plans
- Core Products Employee Stock Ownership Plan (plan 002)
- Northwire, Inc. Welfare Benefit Plan (plan 505)
- Osceola Medical Center Welfare Benefit Plan (plan 505)
- Methodology
- Data sources