Plan5500

Bethalto, 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, Bethalto, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $397,447 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Bethalto

  • 2 loaded plans hold $397.4K in reported assets across 2 sponsors.
  • The largest, Pagari Life Science Investment Plan, holds 100% of reported Bethalto plan assets.
  • Plans cover 164 participants — about 82 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$397.4KSummed across loaded plans$397,447
Total reported assets$397.4K$397,447
Total reported participants164
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$397.4K total assets
Net assets$397.4KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$397.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$397.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Computed from loaded plans

Bethalto market comparison

Largest plan share of assets100%Pagari Life Science Investment Plan
Participants per plan82Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bethalto

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

  1. 1
    Pagari Life Science Investment Plan$397.4K
    Pagari Life Science Corp · 2023
  2. 2
    1st Midamerica Credit Union Employee Benefits Welfare Plannot reported in the loaded dataset
    1st Midamerica Credit Union · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethalto, IL?
2 plan(s) reported by 2 sponsor(s) are loaded for Bethalto, IL.

Related Form 5500 pages