West Frankfort, 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, West Frankfort, IL has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $68,659,124 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$68,659,124
Total reported liabilities (EOY)
$3,225,085
Total reported net assets (EOY)
$65,434,039

Contributions & income

Employer contributions
$4,518,685
Participant contributions
$8,056,827
Total income / additions
$18,104,614

Expenses & distributions

Benefits paid / distributions
$10,708,879
Total expenses
$11,143,470
Net increase / (decrease)
$6,961,144

Coverage

Total reported participants
3,826
Plans with financial statements
6
Plans with provider compensation
4

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

Largest loaded plans in West Frankfort, IL
PlanSponsorReported assets (EOY)Year
Plumbers And Pipefitters Local 551 Pension PlanPlumbers And Pipefitters Local 551$40,953,3052023
Special Mine Services, Inc. Employees Stock Ownership PlanSpecial Mine Services, Inc.$13,842,5082023
Community Media Group Management Services, Inc. Retirement Savings PlanCommunity Media Group Management Services, Inc.$7,909,3862023
Annual Benefit Fund Local 702Trustees Of Annual Benefit Fund Local 702$3,152,7082023
Plumbers And Pipefitters Local 551 Health And WelfPlumbers And Pipefitters Local 551 Health And Welfare Trust$2,630,8472023
Plumbers And Pipefitters Ua Local 551 Compulsory Vacation Savings PlanPlumbers And Pipefitters Ua Local 551 Vacation Savings Fund$170,3702023
Crosswalk Community Action Agency 401kCrosswalk Community Action Agency Incnot reported in the loaded dataset2023

Related Form 5500 pages