Homer, AK 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, Homer, AK has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $37,769,129 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,769,129
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $37,769,129
Contributions & income
- Employer contributions
- $2,879,243
- Participant contributions
- $2,020,973
- Total income / additions
- $9,567,840
Expenses & distributions
- Benefits paid / distributions
- $11,115,663
- Total expenses
- $11,163,872
- Net increase / (decrease)
- -$1,596,032
Coverage
- Total reported participants
- 1,407
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Homer, AK 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 |
|---|---|---|---|
| South Peninsula Hospital Employees Pension Plan And Trust | South Peninsula Hospital | $16,769,030 | 2023 |
| South Peninsula Hospital 403(B) Plan For Non-Union Employees | South Peninsula Hospital, Inc. | $13,411,931 | 2023 |
| South Peninsula Hospital 403(B) Plan For Union Employees | South Peninsula Hospital, Inc. | $7,259,052 | 2023 |
| Destination Alaska Charters, Inc. Retirement Plan | Destination Alaska Charters, Inc. | $329,116 | 2023 |
| Blanket Travel Accident Policy For Homer Electric Association Inc | Homer Electric Association Inc | not reported in the loaded dataset | 2023 |
| South Peninsula Hospital Health Care Plan | South Peninsula Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Homer → · Homer plans by participants → · Homer plans with financial data → · Homer plans with provider compensation → · $1B+ plans in Homer →
Related Form 5500 pages
- All AK Form 5500 filings
- South Peninsula Hospital Employees Pension Plan And Trust (plan 001)
- South Peninsula Hospital — all reported plans
- South Peninsula Hospital 403(B) Plan For Non-Union Employees (plan 003)
- South Peninsula Hospital 403(B) Plan For Union Employees (plan 004)
- Destination Alaska Charters, Inc. Retirement Plan (plan 001)
- Destination Alaska Charters, Inc. — all reported plans
- Blanket Travel Accident Policy For Homer Electric Association Inc (plan 502)
- Homer Electric Association Inc — all reported plans
- South Peninsula Hospital Health Care Plan (plan 502)
- Methodology
- Data sources