Search public Form 5500 filings

Plans

• planValparaiso University Retirement PlanFinancial statementProvider compensation2023 filing
  $224.7Mreported assets (EOY)
  Sponsor: The Lutheran University Association, IncEIN: 35-0868125Plan: 001Participants: 2,312Assets: $224,652,628Net assets: $224.7MAssets / participant: $97.2KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planIndiana Beverage, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $37.6Mreported assets (EOY)
  Sponsor: Indiana Beverage, Inc.EIN: 35-1074994Plan: 001Participants: 265Assets: $37,554,259Net assets: $37.6MAssets / participant: $141.7KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planTask Force Tips, LLC 401(K) & Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $31.7Mreported assets (EOY)
  Sponsor: Task Force Tips, LLCEIN: 35-1187949Plan: 001Participants: 293Assets: $31,685,256Net assets: $31.7MAssets / participant: $108.1KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planVon Tobel Corporation Employee Stock Ownership PlanFinancial statement2023 filing
  $30.7Mreported assets (EOY)
  Sponsor: Von Tobel CorporationEIN: 35-1182953Plan: 002Participants: 246Assets: $30,707,328Net assets: $21.9MAssets / participant: $124.8KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planPorter-Starke Services, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $18.4Mreported assets (EOY)
  Sponsor: Porter-Starke Services, Inc.EIN: 35-1330771Plan: 001Participants: 487Assets: $18,403,520Net assets: $18.3MAssets / participant: $37.8KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planHealthlinc, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
  $14.6Mreported assets (EOY)
  Sponsor: Healthlinc, Inc.EIN: 35-2147791Plan: 002Participants: 517Assets: $14,619,693Net assets: $14.6MAssets / participant: $28.3KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planBlachly, Tabor, Bozik & Hartman 401(K) Salary Reduction Plan & TrustFinancial statement2023 filing
  $12Mreported assets (EOY)
  Sponsor: Blachly Tabor Bozik & Hartman, LLCEIN: 35-1069713Plan: 001Participants: 28Assets: $12,018,451Net assets: $12MAssets / participant: $429.2KLocation: Valparaiso, INLatest: 2023
  View financial statement →
• planVon Tobel Lumber Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $10.1Mreported assets (EOY)
  Sponsor: Von Tobel CorporationEIN: 35-1182953Plan: 001Participants: 178Assets: $10,146,360Net assets: $10.1MAssets / participant: $57KLocation: Valparaiso, INLatest: 2023
  View financial statement →