West Burlington, 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, West Burlington, IA has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $320,494,192 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $320,494,192
- Total reported liabilities (EOY)
- $174
- Total reported net assets (EOY)
- $320,494,018
Contributions & income
- Employer contributions
- $8,590,692
- Participant contributions
- $18,002,214
- Total income / additions
- $78,150,116
Expenses & distributions
- Benefits paid / distributions
- $32,583,046
- Total expenses
- $33,293,001
- Net increase / (decrease)
- $44,857,115
Coverage
- Total reported participants
- 7,353
- Plans with financial statements
- 6
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Burlington, 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 |
|---|---|---|---|
| Great River Health System, Inc. 401(K) Retirement Plan | Great River Health System, Inc. | $159,092,240 | 2023 |
| Southeast Iowa Regional Medical Center 403(B) | Southeast Iowa Regional Medical Center, Inc. | $85,821,548 | 2023 |
| Shottenkirk 401(K) Retirement Savings Plan | Shottenkirk Automotive Group, Inc. | $35,433,907 | 2023 |
| Big River Resources West Burlington, LLC Ee 401(K) Savings Plan | Big River Resources West Burlington, LLC | $24,826,176 | 2023 |
| Ideal Ready Mix Company 401(K) Plan | Ideal Ready Mix Company, Inc. | $9,681,113 | 2023 |
| Kpi Concepts, LLC 401(K) Plan | Kpi Concepts, LLC | $5,639,208 | 2023 |
| Kpi Concepts Inc. H&W | Kpi Concepts, LLC | not reported in the loaded dataset | 2023 |
| Ideal Ready Mix Company, Inc. Employee Benefits Plan | Ideal Ready Mix Company, Inc. | not reported in the loaded dataset | 2023 |
| Great River Health Systems, Inc. Flexible Benefits Plan | Great River Health Systems, Inc. | not reported in the loaded dataset | 2023 |
| Irc Section 125 Premium Only Plan | Borghi Usa, Inc. Oilhydraulic Cond | not reported in the loaded dataset | 2023 |
| Community Health Centers Of Southestern Iowa, Inc. Health & Welfare Plan | Community Health Centers Of Southeastern Iowa, Inc | not reported in the loaded dataset | 2023 |
| Big River Resources West Burlington, LLC Health & Welfare Benefit Plan | Big River Resources West Burlington, LLC | not reported in the loaded dataset | 2023 |
Largest plans in West Burlington → · West Burlington plans by participants → · West Burlington plans with financial data → · West Burlington plans with provider compensation → · $1B+ plans in West Burlington →
Related Form 5500 pages
- All IA Form 5500 filings
- Great River Health System, Inc. 401(K) Retirement Plan (plan 002)
- Great River Health System, Inc. — all reported plans
- Southeast Iowa Regional Medical Center 403(B) (plan 001)
- Southeast Iowa Regional Medical Center, Inc. — all reported plans
- Shottenkirk 401(K) Retirement Savings Plan (plan 001)
- Shottenkirk Automotive Group, Inc. — all reported plans
- Big River Resources West Burlington, LLC Ee 401(K) Savings Plan (plan 001)
- Big River Resources West Burlington, LLC — all reported plans
- Ideal Ready Mix Company 401(K) Plan (plan 002)
- Ideal Ready Mix Company, Inc. — all reported plans
- Kpi Concepts, LLC 401(K) Plan (plan 001)
- Kpi Concepts, LLC — all reported plans
- Kpi Concepts Inc. H&W (plan 501)
- Ideal Ready Mix Company, Inc. Employee Benefits Plan (plan 501)
- Great River Health Systems, Inc. Flexible Benefits Plan (plan 501)
- Irc Section 125 Premium Only Plan (plan 501)
- Borghi Usa, Inc. Oilhydraulic Cond — all reported plans
- Community Health Centers Of Southestern Iowa, Inc. Health & Welfare Plan (plan 505)
- Community Health Centers Of Southeastern Iowa, Inc — all reported plans
- Big River Resources West Burlington, LLC Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources