Mississippi Bankers Association — 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, Mississippi Bankers Association (EIN 64-0204860) is a plan sponsor located in Jackson, MS 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
64-0204860
Location
Jackson, MS
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mississippi Bankers Association

  • 4 loaded plans hold $14.6M in reported assets.
  • The largest, Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 7,395 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,506,113
Total reported assets$14.6M$14,648,697
Total reported participants7.4K7,395
Total reported liabilities$4.1M$4,142,584

Reported net position

Reported assets = net assets + liabilities (summed)$14.6M total assets
Net assets$10.5MLiabilities$4.1M
Contributions & income
Employer contributions$18.5M
Participant contributions$5.7M
Total income / additions$24.9M
Expenses & distributions
Benefits paid / distributions$21.5M
Total expenses$25.2M
Net increase / (decrease)-$268.5K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust
Participants per plan1,849Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #501 · 2,520 participants · 2023
  2. 2
    Plan #504 · 2,400 participants · 2023
  3. 3
    Mba Vision & Dental Plannot reported in the loaded dataset
    Plan #505 · 1,725 participants · 2023
  4. 4
    Mississippi Bankers Association Ad&Dnot reported in the loaded dataset
    Plan #503 · 750 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mississippi Bankers Association. Open one for its full reported snapshot.

  1. 2023
    Mississippi Bankers Association Ad&D750 participants · 3No schedules
    View filing →
  2. 2023
    Mba Vision & Dental Plan1,725 participants · 3No schedules
    View filing →
  3. 2023
    Mississippi Bankers Association Salary Continuance Accident & Sickness2,400 participants · 3No schedules
    View filing →
  4. 2023
    Ms Bankers Voluntary Employees' Beneficiary Assn. Plan & Trust2,520 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mississippi Bankers Association report on Form 5500?
Mississippi Bankers Association (EIN 64-0204860) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mississippi Bankers Association?
The Employer Identification Number (EIN) reported for Mississippi Bankers Association is 64-0204860.
What is the latest Form 5500 filing year for Mississippi Bankers Association?
The latest loaded Form 5500 filing year for Mississippi Bankers Association is 2023.

Related Form 5500 pages