Plan5500

Cuba, AL 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, Cuba, AL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,790,864 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Cuba

  • 2 loaded plans hold $8.8M in reported assets across 1 sponsors.
  • The largest, Mcelroy Group 401(K) Plan, holds 100% of reported Cuba plan assets.
  • Plans cover 1,144 participants — about 572 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,790,864
Total reported assets$8.8M$8,790,864
Total reported participants1.1K1,144
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.5M
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$5.1M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cuba, AL 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

Cuba market comparison

Largest plan share of assets100%Mcelroy Group 401(K) Plan
Participants per plan572Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Cuba

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

  1. 1
    Mcelroy Group 401(K) Plan$8.8M
    Mcelroy Truck Lines, Inc · 2023
  2. 2
    Mcelroy Truck Lines, Inc. Medical Benefits Plan$4.3K
    Mcelroy Truck Lines, Inc. · 2023

Largest plans in Cuba → · Cuba plans by participants → · Cuba plans with financial data → · Cuba plans with provider compensation → · $1B+ plans in Cuba →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cuba, AL?
2 plan(s) reported by 1 sponsor(s) are loaded for Cuba, AL.

Related Form 5500 pages