Ossian, 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, Ossian, IA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,138,976 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,138,976
- Total reported liabilities (EOY)
- $5,661
- Total reported net assets (EOY)
- $24,133,315
Contributions & income
- Employer contributions
- $1,549,343
- Participant contributions
- $1,436,725
- Total income / additions
- $7,126,323
Expenses & distributions
- Benefits paid / distributions
- $4,355,593
- Total expenses
- $4,527,833
- Net increase / (decrease)
- $2,598,490
Coverage
- Total reported participants
- 608
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ossian, 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 |
|---|---|---|---|
| Reilly Construction Employees Salary Savings Plan And Trust | Reilly Construction Company, Inc. | $15,238,980 | 2023 |
| The Restated Noncontributory Retirement Plan For Cooperatives | Farmers Union Cooperative | $8,640,045 | 2023 |
| Charles Patrick Henry D.D.S. Fidelity Money Purchase Plan | Charles Patrick Henry | $156,357 | 2023 |
| Reilly Construction Employee Welfare Trust | Reilly Construction Co., Inc Welfare Trust | $93,818 | 2023 |
| Charles Patrick Henry Profit Sharing Plan | Charles Patrick Henry | $9,776 | 2023 |
Largest plans in Ossian → · Ossian plans by participants → · Ossian plans with financial data → · Ossian plans with provider compensation → · $1B+ plans in Ossian →
Related Form 5500 pages
- All IA Form 5500 filings
- Reilly Construction Employees Salary Savings Plan And Trust (plan 003)
- Reilly Construction Company, Inc. — all reported plans
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Farmers Union Cooperative — all reported plans
- Charles Patrick Henry D.D.S. Fidelity Money Purchase Plan (plan 003)
- Charles Patrick Henry — all reported plans
- Reilly Construction Employee Welfare Trust (plan 501)
- Reilly Construction Co., Inc Welfare Trust — all reported plans
- Charles Patrick Henry Profit Sharing Plan (plan 002)
- Methodology
- Data sources