Swansea, 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, Swansea, IL has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $659,713,906 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)
- $659,713,906
- Total reported liabilities (EOY)
- $19,749,887
- Total reported net assets (EOY)
- $639,964,019
Contributions & income
- Employer contributions
- $52,748,873
- Participant contributions
- $4,656,575
- Total income / additions
- $127,896,440
Expenses & distributions
- Benefits paid / distributions
- $50,908,799
- Total expenses
- $53,803,923
- Net increase / (decrease)
- $74,092,517
Coverage
- Total reported participants
- 7,803
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Swansea, 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 |
|---|---|---|---|
| Employers & Operating Engineers Local 520 Pension Fund | Employers & Operating Engineers Local 520 Pension Fund Board Of Truste | $297,827,725 | 2023 |
| Operating Engineers Local 520 Annuity Plan | Board Of Trustees Operating Engineers Local 520 | $237,888,910 | 2023 |
| Employers & Operating Engineers Local 520 Health & Welfare Fund | Employers & Operating Engineers Local 520 Health | $57,047,856 | 2023 |
| Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan | Thouvenot, Wade & Moerchen, Inc. | $36,852,256 | 2023 |
| Twm / Tac 401(K) Plan | Thouvenot, Wade & Moerchen, Inc. | $21,962,678 | 2023 |
| Rice Sullivan Emp 401k Plan | Rice Sullivan, LLC | $7,621,698 | 2023 |
| Employers & Operating Engineers Local 520 Vacation Fund | Employers & Operating Engineers Local 520 Vacation Fund | $411,414 | 2023 |
| Dnd Forward Retirement Plan | Dnd Forward, Inc. | $101,369 | 2023 |
| Thouvenot, Wade & Moerchen, Inc. Life And Disability Plan. | Thouvenot, Wade & Moerchen, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Swansea → · Swansea plans by participants → · Swansea plans with financial data → · Swansea plans with provider compensation → · $1B+ plans in Swansea →
Related Form 5500 pages
- All IL Form 5500 filings
- Employers & Operating Engineers Local 520 Pension Fund (plan 001)
- Employers & Operating Engineers Local 520 Pension Fund Board Of Truste — all reported plans
- Operating Engineers Local 520 Annuity Plan (plan 101)
- Board Of Trustees Operating Engineers Local 520 — all reported plans
- Employers & Operating Engineers Local 520 Health & Welfare Fund (plan 501)
- Employers & Operating Engineers Local 520 Health — all reported plans
- Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan (plan 002)
- Thouvenot, Wade & Moerchen, Inc. — all reported plans
- Twm / Tac 401(K) Plan (plan 001)
- Rice Sullivan Emp 401k Plan (plan 002)
- Rice Sullivan, LLC — all reported plans
- Employers & Operating Engineers Local 520 Vacation Fund (plan 503)
- Employers & Operating Engineers Local 520 Vacation Fund — all reported plans
- Dnd Forward Retirement Plan (plan 001)
- Dnd Forward, Inc. — all reported plans
- Thouvenot, Wade & Moerchen, Inc. Life And Disability Plan. (plan 503)
- Methodology
- Data sources