Plan5500

West Union, 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 Union, IA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $34,434,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in West Union

  • 4 loaded plans hold $34.4M in reported assets across 3 sponsors.
  • The largest, Palmer Lutheran Health Center, Inc. 403(B) Plan, holds 52% of reported West Union plan assets.
  • Plans cover 483 participants — about 121 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.5MSummed across loaded plans$25,535,311
Total reported assets$34.4M$34,434,143
Total reported participants483
Total reported liabilities$8.9M$8,898,832

Reported net position

Reported assets = net assets + liabilities (summed)$34.4M total assets
Net assets$25.5MLiabilities$8.9M
Contributions & income
Employer contributions$1.2M
Participant contributions$1.2M
Total income / additions$10M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Computed from loaded plans

West Union market comparison

Largest plan share of assets52%Palmer Lutheran Health Center, Inc. 403(B) Plan
Participants per plan121Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in West Union

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Palmer Lutheran Health Center, Inc. 403(B) Plan$17.9M
    Palmer Lutheran Health Center, Inc · 2023
  2. 2
    West Union Trenching, Inc. Employee Stock Ownership Plan$14.1M
    West Union Trenching · 2023
  3. 3
    Bank 1st Employee Stock Ownership Plan$2.4M
    Bank 1st · 2023
  4. 4
    Palmer Lutheran Health Center Health Care Plannot reported in the loaded dataset
    Palmer Lutheran Health Center, Inc. · 2023

Largest plans in West Union → · West Union plans by participants → · West Union plans with financial data → · West Union plans with provider compensation → · $1B+ plans in West Union →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Union, IA?
4 plan(s) reported by 3 sponsor(s) are loaded for West Union, IA.

Related Form 5500 pages