Plan5500

Vandalia, 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, Vandalia, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,198,509 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 Vandalia

  • 2 loaded plans hold $1.2M in reported assets across 2 sponsors.
  • The largest, City Of Vandalia Health Insurance Plan, holds 100% of reported Vandalia plan assets.
  • Plans cover 131 participants — about 66 per plan.
  • 100% 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$1MSummed across loaded plans$1,016,424
Total reported assets$1.2M$1,198,509
Total reported participants131
Total reported liabilities$182.1K$182,085

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1MLiabilities$182.1K
Contributions & income
Employer contributions$1.3M
Participant contributions$147.8K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)-$1.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Vandalia market comparison

Largest plan share of assets100%City Of Vandalia Health Insurance Plan
Participants per plan66Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Vandalia

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

  1. 1
    City Of Vandalia Health Insurance Plan$1.2M
    City Of Vandalia · 2023
  2. 2
    The First National Bank Employee Stock Ownership Plan$355
    The First National Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages