Simmons Hanly Conroy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Simmons Hanly Conroy (EIN 37-1387830) is a plan sponsor located in Alton, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
37-1387830
Location
Alton, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$114,851,732
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$114,851,732

Contributions & income

Employer contributions
$4,225,096
Participant contributions
$4,592,820
Total income / additions
$25,496,251

Expenses & distributions

Benefits paid / distributions
$5,083,433
Total expenses
$5,163,905
Net increase / (decrease)
$20,332,346

Coverage

Total reported participants
835
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Simmons Hanly Conroy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Simmons Hanly Conroy 401(K) Plan001468$114,851,7322023
Simmons Hanly Conroy Employee Welfare Benefit Plan501367not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Simmons Hanly Conroy
YearPlanParticipantsSchedulesFiling
2023Simmons Hanly Conroy 401(K) Plan468H, C20241010100639NAL0020797793001
2023Simmons Hanly Conroy Employee Welfare Benefit Plan36720250910111509NAL0045052418001

Related Form 5500 pages