Lincoln, 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, Lincoln, IL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $304,531,761 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $304,531,761
- Total reported liabilities (EOY)
- $4,829,081
- Total reported net assets (EOY)
- $299,702,680
Contributions & income
- Employer contributions
- $49,411,396
- Participant contributions
- $2,417,902
- Total income / additions
- $82,194,736
Expenses & distributions
- Benefits paid / distributions
- $43,691,851
- Total expenses
- $46,439,637
- Net increase / (decrease)
- $35,755,099
Coverage
- Total reported participants
- 9,585
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincoln, 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 |
|---|---|---|---|
| Central Illinois Carpenters Retirement Savings Fun | Board Of Trustees Central Illinois Carpenters Retirement Savings Fund | $230,479,329 | 2023 |
| Central Illinois Carpenters Health And Welfare Fun | Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu | $72,884,583 | 2023 |
| Dr. Wm. Todd Walker D.M.D. 401(K) Plan | Dr. Wm. Todd Walker D.M.D. | $1,167,849 | 2023 |
| Logan County Section 125 Cafeteria Plan | Logan County | not reported in the loaded dataset | 2023 |
Largest plans in Lincoln → · Lincoln plans by participants → · Lincoln plans with financial data → · Lincoln plans with provider compensation → · $1B+ plans in Lincoln →
Related Form 5500 pages
- All IL Form 5500 filings
- Central Illinois Carpenters Retirement Savings Fun (plan 001)
- Board Of Trustees Central Illinois Carpenters Retirement Savings Fund — all reported plans
- Central Illinois Carpenters Health And Welfare Fun (plan 501)
- Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu — all reported plans
- Dr. Wm. Todd Walker D.M.D. 401(K) Plan (plan 001)
- Dr. Wm. Todd Walker D.M.D. — all reported plans
- Logan County Section 125 Cafeteria Plan (plan 501)
- Logan County — all reported plans
- Methodology
- Data sources