Plan5500

Elk Run Heights, IA 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, Elk Run Heights, IA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,444,867 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 Elk Run Heights

  • 2 loaded plans hold $9.4M in reported assets across 1 sponsors.
  • The largest, Bmc Aggregates L.C. Plan, holds 100% of reported Elk Run Heights plan assets.
  • Plans cover 280 participants — about 140 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,444,867
Total reported assets$9.4M$9,444,867
Total reported participants280
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$390.4K
Participant contributions$560.4K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$645.6K
Total expenses$648.9K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elk Run Heights, IA 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

Elk Run Heights market comparison

Largest plan share of assets100%Bmc Aggregates L.C. Plan
Participants per plan140Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Elk Run Heights

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

  1. 1
    Bmc Aggregates L.C. Plan$9.4M
    Bmc Aggregates L.C. · 2023
  2. 2
    Bmc Aggregates, Lc Welfare Plannot reported in the loaded dataset
    Bmc Aggregates, Lc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elk Run Heights, IA?
2 plan(s) reported by 1 sponsor(s) are loaded for Elk Run Heights, IA.

Related Form 5500 pages