Mount Vernon, 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, Mount Vernon, IL has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $50,499,438 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,499,438
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $50,499,438
Contributions & income
- Employer contributions
- $805,323
- Participant contributions
- $2,077,703
- Total income / additions
- $15,481,196
Expenses & distributions
- Benefits paid / distributions
- $1,999,356
- Total expenses
- $2,172,876
- Net increase / (decrease)
- $13,308,320
Coverage
- Total reported participants
- 1,618
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Vernon, 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 |
|---|---|---|---|
| Market Street Bancshares, Inc. Employee Stock Ownership Plan And Trust | Market Street Bancshares, Inc. | $40,222,098 | 2023 |
| Trm Nre Acquisition LLC 401(K) Plan | Trm Nre Acquisition LLC | $7,258,993 | 2023 |
| Jefferson County Comprehensive Services, Inc. 401(K) Plan | Jefferson County Comprehensive Services, Inc. | $2,230,815 | 2023 |
| Hodge Investments And Insurance Group Retirement Plan | Hodge Insurance Group, Inc. | $459,032 | 2023 |
| Shields Insurance Group Retirement Plan | Shields Insurance Group, Inc. | $244,116 | 2023 |
| Midwest Medical And Occupational Services Inc Employees' Savings Plan | Midwest Medical And Occupational Services, Inc. | $84,384 | 2023 |
| Market Street Bancshares Inc Health & Welfare Plan | Market Street Bancshares Inc | not reported in the loaded dataset | 2023 |
| Peoples National Bank Flexible Benefits Plan | Peoples National Bank, N.A. | not reported in the loaded dataset | 2023 |
| Trm Nre Acquisitions, LLC Welfare Benefits Plan | Trm Nre Acquisitions, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mount Vernon → · Mount Vernon plans by participants → · Mount Vernon plans with financial data → · Mount Vernon plans with provider compensation → · $1B+ plans in Mount Vernon →
Related Form 5500 pages
- All IL Form 5500 filings
- Market Street Bancshares, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Market Street Bancshares, Inc. — all reported plans
- Trm Nre Acquisition LLC 401(K) Plan (plan 001)
- Trm Nre Acquisition LLC — all reported plans
- Jefferson County Comprehensive Services, Inc. 401(K) Plan (plan 002)
- Jefferson County Comprehensive Services, Inc. — all reported plans
- Hodge Investments And Insurance Group Retirement Plan (plan 001)
- Hodge Insurance Group, Inc. — all reported plans
- Shields Insurance Group Retirement Plan (plan 001)
- Shields Insurance Group, Inc. — all reported plans
- Midwest Medical And Occupational Services Inc Employees' Savings Plan (plan 001)
- Midwest Medical And Occupational Services, Inc. — all reported plans
- Market Street Bancshares Inc Health & Welfare Plan (plan 502)
- Peoples National Bank Flexible Benefits Plan (plan 501)
- Peoples National Bank, N.A. — all reported plans
- Trm Nre Acquisitions, LLC Welfare Benefits Plan (plan 501)
- Methodology
- Data sources