North Liberty, 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, North Liberty, IA has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $466,571,306 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $466,571,306
- Total reported liabilities (EOY)
- $27,144
- Total reported net assets (EOY)
- $466,544,162
Contributions & income
- Employer contributions
- $14,729,727
- Participant contributions
- $20,472,836
- Total income / additions
- $100,834,180
Expenses & distributions
- Benefits paid / distributions
- $43,046,841
- Total expenses
- $43,693,603
- Net increase / (decrease)
- $57,140,577
Coverage
- Total reported participants
- 10,783
- Plans with financial statements
- 9
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Liberty, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Greenstate Credit Union 401(K) Retirement Plan | Greenstate Credit Union | $102,041,201 | 2023 |
| Heartland Express, Inc. Of Iowa 401(K) Plan | Heartland Express, Inc. Of Iowa | $100,591,111 | 2023 |
| Centro, Inc. 401(K) Profit Sharing Plan | Centro, Inc. | $74,125,731 | 2023 |
| Hills Bank And Trust Co 401(K) Profit Sharing Plan | Hills Bank And Trust Company | $73,474,178 | 2023 |
| Hills Bank And Trust Employee Stock Ownership Plan | Hills Bank And Trust Company | $55,036,726 | 2023 |
| Eldon C. Stutsman, Inc. 401(K) Profit Sharing Plan | Eldon C. Stutsman, Inc. | $31,742,597 | 2023 |
| Iowa Donor Network 401(K) Plan | Iowa Donor Network | $20,036,086 | 2023 |
| Fiberutilities Group 401(K) Plan | Fiberutilities Group LLC C/O Hills Bank And Trust Company | $8,714,015 | 2023 |
| Copper Scroll, Inc. 401(K) Plan | Copper Scroll, Inc. | $809,661 | 2023 |
| Centro Inc. Group Health And Welfare Benefit Plan | Centro, Inc. | not reported in the loaded dataset | 2023 |
| Greenstate Credit Union Welfare Plan | Greenstate Credit Union | not reported in the loaded dataset | 2023 |
| Heartland Express, Inc. Of Iowa Employee Benefits Plan | Heartland Express, Inc. Of Iowa | not reported in the loaded dataset | 2023 |
| Iowa Donor Network Insured Benefits Plan | Iowa Donor Network | not reported in the loaded dataset | 2023 |
Largest plans in North Liberty → · North Liberty plans by participants → · North Liberty plans with financial data → · North Liberty plans with provider compensation → · $1B+ plans in North Liberty →
Related Form 5500 pages
- All IA Form 5500 filings
- Greenstate Credit Union 401(K) Retirement Plan (plan 001)
- Greenstate Credit Union — all reported plans
- Heartland Express, Inc. Of Iowa 401(K) Plan (plan 001)
- Heartland Express, Inc. Of Iowa — all reported plans
- Centro, Inc. 401(K) Profit Sharing Plan (plan 001)
- Centro, Inc. — all reported plans
- Hills Bank And Trust Co 401(K) Profit Sharing Plan (plan 002)
- Hills Bank And Trust Company — all reported plans
- Hills Bank And Trust Employee Stock Ownership Plan (plan 001)
- Eldon C. Stutsman, Inc. 401(K) Profit Sharing Plan (plan 001)
- Eldon C. Stutsman, Inc. — all reported plans
- Iowa Donor Network 401(K) Plan (plan 002)
- Iowa Donor Network — all reported plans
- Fiberutilities Group 401(K) Plan (plan 001)
- Fiberutilities Group LLC C/O Hills Bank And Trust Company — all reported plans
- Copper Scroll, Inc. 401(K) Plan (plan 001)
- Copper Scroll, Inc. — all reported plans
- Centro Inc. Group Health And Welfare Benefit Plan (plan 503)
- Greenstate Credit Union Welfare Plan (plan 520)
- Heartland Express, Inc. Of Iowa Employee Benefits Plan (plan 504)
- Iowa Donor Network Insured Benefits Plan (plan 501)
- Methodology
- Data sources