Onawa, 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, Onawa, IA has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $15,741,795 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $15,741,795
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $15,741,795
Contributions & income
- Employer contributions
- $376,875
- Participant contributions
- $986,049
- Total income / additions
- $3,699,556
Expenses & distributions
- Benefits paid / distributions
- $1,759,368
- Total expenses
- $1,868,849
- Net increase / (decrease)
- $1,830,707
Coverage
- Total reported participants
- 1,152
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Onawa, 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 |
|---|---|---|---|
| Burgess Health Center 403(B) Plan | Burgess Health Center | $15,322,430 | 2023 |
| Blackbird Bend Corporation 401(K) Profit Sharing Plan And T | Blackbird Bend Corporation | $419,365 | 2023 |
| Employees' Group Long Term Disability Insurance Plan | Burgess Health Center | not reported in the loaded dataset | 2023 |
| Employees Group Life And Ad&D Insurance Plan | Burgess Health Center | not reported in the loaded dataset | 2023 |
| Burgess Health Center Group Health Plan | Burgess Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Onawa → · Onawa plans by participants → · Onawa plans with financial data → · Onawa plans with provider compensation → · $1B+ plans in Onawa →
Related Form 5500 pages
- All IA Form 5500 filings
- Burgess Health Center 403(B) Plan (plan 001)
- Burgess Health Center — all reported plans
- Blackbird Bend Corporation 401(K) Profit Sharing Plan And T (plan 001)
- Blackbird Bend Corporation — all reported plans
- Employees' Group Long Term Disability Insurance Plan (plan 502)
- Employees Group Life And Ad&D Insurance Plan (plan 503)
- Burgess Health Center Group Health Plan (plan 504)
- Methodology
- Data sources