Midwestone Financial Group Inc — 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, Midwestone Financial Group Inc (EIN 42-1206172) is a plan sponsor located in Iowa City, IA with 2 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
- 42-1206172
- Location
- Iowa City, IA
- Loaded plans
- 5
- Total reported participants
- 3,817
- Total reported plan assets (EOY)
- $103,048,078
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Midwestone Financial Group, Inc. 401(K) Plan | 006 | 1,071 | $89,757,259 | 2023 |
| Midwestone Financial Group, Inc. Employee Stock Ownership Plan | 001 | 867 | $13,290,819 | 2023 |
| Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability | 505 | 788 | not reported in the loaded dataset | 2023 |
| Midwestone Financial Group & Subsidiaries Vision & Dental Plan | 506 | 659 | not reported in the loaded dataset | 2023 |
| Midwestone Financial Group Inc. Cafeteria Plan | 510 | 432 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Midwestone Financial Group Inc. Cafeteria Plan | 432 | — | 20240722112758NAL0010349393001 |
| 2023 | Midwestone Financial Group & Subsidiaries Vision & Dental Plan | 659 | — | 20240722113415NAL0010351089001 |
| 2023 | Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability | 788 | — | 20240722113516NAL0009866881001 |
| 2023 | Midwestone Financial Group, Inc. 401(K) Plan | 1,071 | H, C | 20241015093124NAL0014316291001 |
| 2023 | Midwestone Financial Group, Inc. Employee Stock Ownership Plan | 867 | H, C | 20250325085715NAL0007609107001 |