Belleville, IL 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, Belleville, IL has 36 loaded benefit plan(s) reported by 27 plan sponsor(s), with $368,891,416 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
36
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$368,891,416
Total reported liabilities (EOY)
$4,877,959
Total reported net assets (EOY)
$364,013,457

Contributions & income

Employer contributions
$15,783,824
Participant contributions
$8,048,297
Total income / additions
$78,378,840

Expenses & distributions

Benefits paid / distributions
$30,340,974
Total expenses
$31,982,565
Net increase / (decrease)
$46,396,275

Coverage

Total reported participants
10,200
Plans with financial statements
27
Plans with provider compensation
18

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belleville, IL 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

Largest loaded plans in Belleville, IL
PlanSponsorReported assets (EOY)Year
Southwestern Illinois Laborers Annuity FundBoard Of Trustees Of Southwestern Illinois Laborers Annuity Fund$82,407,7852023
Plumbers & Fitters Local 101 Restated Pension PlanBoard Of Trustees Of Plumbers & Fitters Local 101 Pension Plan$80,535,4602023
Allsup, LLC Retirement Savings PlanAllsup, LLC$40,593,4402023
Pts Employee'S 401(K) PlanProfessional Therapy Services, Inc.$19,770,1782023
Plumbers And Fitters Local 101 Supplemental Pension PlanPlumbers And Fitters Local 101 Supplemental Pension Plan$17,180,9122023
Belleville Shoe Manufacturing Company Employee Savings & Investment PlanBelleville Shoe Manufacturing Company Dba Belleville Boot Company$15,911,3042023
Motomart 401(K) PlanFkg Oil Company Dba Motomart$14,519,7552023
Empire Comfort Systems, Inc. Savings Incentive & Profit Sharing (Sips) PlanEmpire Comfort Systems, Inc.$12,364,9512023
Stove, Furnace, Allied Appliance, And Enamel Workers Union Pension PlanTrustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan$11,831,2642023
Precision Practice Management, Inc. 401(K) PlanPrecision Practice Management, Inc.$9,956,5572023
Nelson & Nelson Profit Sharing PlanNelson & Nelson Profit-Sharing Plan$9,829,1702023
403(B) Thrift Plan For Employees Of Christian Social Services Of Illinois D/B/A Caritas Family SolutionsChristian Social Services Of I$9,586,4462023
Wilke Window & Door Company Inc. Profit Sharing & Savings PlanWilke Window & Door Company Inc.$9,288,5492023
Midwestern Teamsters 401(K) Retirement PlanTeamsters,Automotive, Petroleum And Allied Trades Local No. 50$6,970,5322023
Robert Chick Fritz, Inc. Profit Sharing Plan And TrustRobert Chick Fritz, Inc.$6,884,4782023
Plumbers & Fitters Local 101 Health & Welfare FundPlumbers & Fitters Local 101 Health & Welfare Fund$5,088,0812023
Hospice Of Southern Illinois, Inc. 403(B) PlanHospice Of Southern Illinois, Inc.$4,861,1732023
Troverco, Inc. Profit Sharing PlanTroverco, Inc.$3,776,4832023
Allsup Charitable Services, Inc. Retirement PlanAllsup Charitable Services, Inc.$2,703,0552023
Breakthru Beverage Illinois Belleville, LLC 401(K) Profit Sharing PlanBreakthru Beverage Illinois Belleville, LLC$1,912,7452023
Vi, Inc. Profit Sharing PlanVi, Inc.$861,5002023
Mcglynn & Mcglynn Self Employed Retirement PlanMcglynn & Mcglynn$659,3912023
Marco 401k PlanMarco Investment Group, LLC$488,1912023
The Clean Machine, Inc. P/S Plan Dated 1/1/03The Clean Machine, Inc.$459,2552023
Breakthru Beverage Illinois Belleville, LLC Local 50 401(K) PlanBreakthru Beverage Illinois Belleville, LLC$450,7612023

Related Form 5500 pages