Effingham, 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, Effingham, IL has 29 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,394,165,361 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,394,165,361
- Total reported liabilities (EOY)
- $1,182,384
- Total reported net assets (EOY)
- $1,392,982,977
Contributions & income
- Employer contributions
- $9,439,168
- Participant contributions
- $96,203,604
- Total income / additions
- $321,758,845
Expenses & distributions
- Benefits paid / distributions
- $108,056,322
- Total expenses
- $110,803,403
- Net increase / (decrease)
- $210,955,442
Coverage
- Total reported participants
- 57,823
- Plans with financial statements
- 16
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Effingham, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Heartland Dental 401k And Stock Participation Plan | Heartland Dental, LLC | $996,952,237 | 2023 |
| Midland States Bank 401(K) Profit Sharing Plan | Midland States Bank | $116,009,219 | 2023 |
| Effingham Equity Savings Plan & Trust | Effingham Equity | $70,267,248 | 2023 |
| American Dental Partners, Inc. Savings And Retirement Plan | American Dental Partners, Inc. | $53,646,751 | 2023 |
| J & J Ventures Gaming, LLC 401(K) Savings Plan And Trust | J & J Ventures Gaming, LLC | $27,029,757 | 2023 |
| John Boos & Co. 401(K) Plan | John Boos & Co. | $25,417,980 | 2023 |
| Koerner Distributor, Inc. 401(K) Profit Sharing Plan And Trust | Koerner Distributor, Inc. | $25,227,282 | 2023 |
| Agracel, Inc. Employee Stock Ownership Plan | Agracel, Inc. | $16,825,313 | 2023 |
| Dieterich Bank 401k Retirement & Savings Plan | Dieterich Bank | $16,184,061 | 2023 |
| Kingery Printing Company 401(K) Retirement Plan | Kingery Printing Company | $13,974,716 | 2023 |
| Emac 401(K) Plan | Effingham Machining & Assembly Components, Inc. | $12,637,797 | 2023 |
| Defined Benefit Pension Plan For Former Heartland Bank Employees | Midland States Bank | $12,019,959 | 2023 |
| C.E.F.S. Economic Opportunity Corporation Plan | C.E.F.S. Economic Opportunity Corporation | $5,412,540 | 2023 |
| Peerless Of America | Peerless Of America, LLC | $1,394,564 | 2023 |
| Djk Enterprises LLC Christophe 401(K) Profit Sharing Plan & Trust | Djk Enterprises LLC Christophe | $583,445 | 2023 |
| Nova Solutions, Inc. 401(K) Plan | Nova Solutions, Inc. | $582,492 | 2023 |
| Dieterich Bank Group Insurance Plan | Dieterich Bank | not reported in the loaded dataset | 2023 |
| J&J Ventures Wrap Benefit Plan | J&J Ventures Gaming LLC | not reported in the loaded dataset | 2023 |
| Kingery Printing Co Group Health Insurance Plan | Kingery Printing Company | not reported in the loaded dataset | 2023 |
| Heartland Dental, LLC Ancillary Benefit Plans | Heartland Dental, LLC | not reported in the loaded dataset | 2023 |
| Koerner Distributor Inc. Health Benefit Plan | Koerner Distributor Inc. | not reported in the loaded dataset | 2023 |
| Heartland Dental, LLC Group Health And Welfare Plan For Limited Services Pcs | Heartland Dental, LLC | not reported in the loaded dataset | 2023 |
| C.E.F.S. Economic Opportunity Corporation - Premium Only Plan | C.E.F.S. Economic Opportunity Corporation | not reported in the loaded dataset | 2023 |
| Effingham Equity Group Insurance | Effingham Equity | not reported in the loaded dataset | 2023 |
| Heartland Dental, LLC Health And Welfare Plan | Heartland Dental, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Effingham → · Effingham plans by participants → · Effingham plans with financial data → · Effingham plans with provider compensation → · $1B+ plans in Effingham →
Related Form 5500 pages
- All IL Form 5500 filings
- Heartland Dental 401k And Stock Participation Plan (plan 001)
- Heartland Dental, LLC — all reported plans
- Midland States Bank 401(K) Profit Sharing Plan (plan 002)
- Midland States Bank — all reported plans
- Effingham Equity Savings Plan & Trust (plan 001)
- Effingham Equity — all reported plans
- American Dental Partners, Inc. Savings And Retirement Plan (plan 001)
- American Dental Partners, Inc. — all reported plans
- J & J Ventures Gaming, LLC 401(K) Savings Plan And Trust (plan 001)
- J & J Ventures Gaming, LLC — all reported plans
- John Boos & Co. 401(K) Plan (plan 003)
- John Boos & Co. — all reported plans
- Koerner Distributor, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Koerner Distributor, Inc. — all reported plans
- Agracel, Inc. Employee Stock Ownership Plan (plan 002)
- Agracel, Inc. — all reported plans
- Dieterich Bank 401k Retirement & Savings Plan (plan 001)
- Dieterich Bank — all reported plans
- Kingery Printing Company 401(K) Retirement Plan (plan 001)
- Kingery Printing Company — all reported plans
- Emac 401(K) Plan (plan 001)
- Effingham Machining & Assembly Components, Inc. — all reported plans
- Defined Benefit Pension Plan For Former Heartland Bank Employees (plan 003)
- C.E.F.S. Economic Opportunity Corporation Plan (plan 001)
- C.E.F.S. Economic Opportunity Corporation — all reported plans
- Peerless Of America (plan 003)
- Peerless Of America, LLC — all reported plans
- Djk Enterprises LLC Christophe 401(K) Profit Sharing Plan & Trust (plan 001)
- Djk Enterprises LLC Christophe — all reported plans
- Methodology
- Data sources