Fayette, 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, Fayette, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $47,958,475 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48MSummed across loaded plans$47,958,475
Total reported assets$48M$47,958,475
Total reported participants1.4K1,446
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48M total assets
Net assets$48MLiabilities$0
Contributions & income
Employer contributions$426.5K
Participant contributions$978.8K
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.2M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fayette, 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.

Largest loaded plans by reported assets

Largest loaded plans in Fayette, IA
PlanSponsorReported assets (EOY)Year
Upper Iowa University 403(B) Retirement PlanUpper Iowa University$46,056,1022023
Prairie View Management, Inc. Employee Retirement PlanPrairie View Management, Inc.$1,902,3732023
Upper Iowa University Group Health PlanUpper Iowa Universitynot reported in the loaded dataset2023

Related Form 5500 pages