Franklin, IN 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, Franklin, IN has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $172,988,379 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $172,988,379
- Total reported liabilities (EOY)
- $7,333,363
- Total reported net assets (EOY)
- $165,655,016
Contributions & income
- Employer contributions
- $5,513,017
- Participant contributions
- $8,210,274
- Total income / additions
- $35,173,650
Expenses & distributions
- Benefits paid / distributions
- $17,459,549
- Total expenses
- $17,876,306
- Net increase / (decrease)
- $17,297,344
Coverage
- Total reported participants
- 8,277
- Plans with financial statements
- 10
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Franklin, IN 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 |
|---|---|---|---|
| Franklin College 403(B) Retirement And Tax Deferred Annuity Plan | Franklin College Of Indiana | $59,012,114 | 2023 |
| Kyb Americas Corporation 401(K) Plan | Kyb Americas Corporation | $47,213,422 | 2023 |
| Legacy 401(K) Plan | Tri-Starr Management Services, Inc | $38,107,104 | 2023 |
| Gmi Corporation, Inc. Employee Stock Ownership Plan | Gmi Corporation, Inc. | $13,009,056 | 2023 |
| Lfw, Inc. Profit Sharing Plan | Lfw, Inc. | $3,429,023 | 2023 |
| Ibc Advanced Alloys 401(K) Plan | Ibc Us Holdings, Inc. | $3,209,461 | 2023 |
| Indiana Masonic Home, Inc. 401(K) Plan | Indiana Masonic Home, Inc. | $3,206,121 | 2023 |
| Mutual Savings Bank Employees' Savings & Profit Sharing Plan & Trust | Mutual Savings Bank | $2,669,951 | 2023 |
| Alliance Of Indiana Rural Water, Inc. 401(K) Plan | Alliance Of Indiana Rural Water, Inc. | $1,620,416 | 2023 |
| Electro-Spec, Inc. Profit Sharing Plan &Trust | Electro-Spec, Inc. | $1,511,711 | 2023 |
| Legacy Supply Chain Services Welfare Benefits Plan | Tri-Starr Mgmt Svcs D/B/A Legacy Supply Chain Svcs | not reported in the loaded dataset | 2023 |
| Marshall Mechanical Employee Group Health Plan | Michael E Marshall | not reported in the loaded dataset | 2023 |
| Franklin College Welfare Benefit Plan | Franklin College | not reported in the loaded dataset | 2023 |
| Kyb Americas Corporation Wrap Plan | Kyb Americas Corporation | not reported in the loaded dataset | 2023 |
| Indiana Masonic Home Life & Ad&D | Indiana Masonic Home, Inc. | not reported in the loaded dataset | 2023 |
| Indiana Masonic Home Health Care | Indiana Masonic Home, Inc. | not reported in the loaded dataset | 2023 |
| G&H Wire Company Inc. Health & Welfare Plan | G&H Wire Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Franklin → · Franklin plans by participants → · Franklin plans with financial data → · Franklin plans with provider compensation → · $1B+ plans in Franklin →
Related Form 5500 pages
- All IN Form 5500 filings
- Franklin College 403(B) Retirement And Tax Deferred Annuity Plan (plan 003)
- Franklin College Of Indiana — all reported plans
- Kyb Americas Corporation 401(K) Plan (plan 001)
- Kyb Americas Corporation — all reported plans
- Legacy 401(K) Plan (plan 001)
- Tri-Starr Management Services, Inc — all reported plans
- Gmi Corporation, Inc. Employee Stock Ownership Plan (plan 002)
- Gmi Corporation, Inc. — all reported plans
- Lfw, Inc. Profit Sharing Plan (plan 001)
- Lfw, Inc. — all reported plans
- Ibc Advanced Alloys 401(K) Plan (plan 001)
- Ibc Us Holdings, Inc. — all reported plans
- Indiana Masonic Home, Inc. 401(K) Plan (plan 003)
- Indiana Masonic Home, Inc. — all reported plans
- Mutual Savings Bank Employees' Savings & Profit Sharing Plan & Trust (plan 004)
- Mutual Savings Bank — all reported plans
- Alliance Of Indiana Rural Water, Inc. 401(K) Plan (plan 001)
- Alliance Of Indiana Rural Water, Inc. — all reported plans
- Electro-Spec, Inc. Profit Sharing Plan &Trust (plan 001)
- Electro-Spec, Inc. — all reported plans
- Legacy Supply Chain Services Welfare Benefits Plan (plan 503)
- Marshall Mechanical Employee Group Health Plan (plan 501)
- Michael E Marshall — all reported plans
- Franklin College Welfare Benefit Plan (plan 505)
- Kyb Americas Corporation Wrap Plan (plan 501)
- Indiana Masonic Home Life & Ad&D (plan 503)
- Methodology
- Data sources