Marana, AZ 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, Marana, AZ has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $39,597,457 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,597,457
Total reported liabilities (EOY)
$223,691
Total reported net assets (EOY)
$39,373,766

Contributions & income

Employer contributions
$3,199,145
Participant contributions
$3,374,600
Total income / additions
$10,295,214

Expenses & distributions

Benefits paid / distributions
$4,361,063
Total expenses
$4,617,764
Net increase / (decrease)
$5,677,450

Coverage

Total reported participants
3,512
Plans with financial statements
7
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marana, AZ 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

Largest loaded plans in Marana, AZ
PlanSponsorReported assets (EOY)Year
Marana Health Center, Inc. 403b PlanMarana Health Center, Inc.$27,609,3732023
Ascent Aviation Services, LLC 401(K) PlanAscent Aviation Services, LLC$6,542,3182023
Pvb Fabrications 401(K) PlanPvb Fabrications Inc$3,876,4202023
Dione Schwartz Inc. Retirement PlanDione Schwartz Inc.$881,2202023
Tucson Twins Az Holdings Company 401(K) PlanTucson Twins Az Holdings Company$333,4422023
Cti Veba Plan TrustCti V.E.B.A. Plan Trust$199,5022023
Terratrotters Holdings, Inc. 401k Profit Sharing PlanTerratrotters Holdings, Inc.$155,1822023
Ascent Aviation Health And Welfare PlanAscent Aviationnot reported in the loaded dataset2023
Pvb Fabrications, Inc. Health & Welfare PlanPvb Fabrications, Inc.not reported in the loaded dataset2023
Marana Health Center, Inc. Welfare PlanMarana Main Health Centernot reported in the loaded dataset2023
Trico Electric Cooperative, Inc Employee Assistance PlanTrico Electric Cooperative Incnot reported in the loaded dataset2023
Trico Electric Health PlanTrico Electric Cooperative Incnot reported in the loaded dataset2023

Related Form 5500 pages