Monroe, 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, Monroe, IN has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,426,994 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,426,994
- Total reported liabilities (EOY)
- $4,086
- Total reported net assets (EOY)
- $51,422,908
Contributions & income
- Employer contributions
- $21,945,606
- Participant contributions
- $13,510,306
- Total income / additions
- $42,331,496
Expenses & distributions
- Benefits paid / distributions
- $25,915,217
- Total expenses
- $36,372,090
- Net increase / (decrease)
- $5,959,406
Coverage
- Total reported participants
- 6,104
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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 |
|---|---|---|---|
| Best-One Tire & Service 401(K) Mep | Zurcher Tire, Inc. | $49,539,434 | 2023 |
| Best-One Tire I-I-M Employee Benefit Plan | Best-One Tire & Service Association, LLC Employee | $1,100,618 | 2023 |
| Best One Tire O-K-T Employees' Benefit Plan | Best One Tire And Service Employees Association, LLC | $786,942 | 2023 |
| Strick Trailers, LLC Group Vision Plan | Strick Trailers, LLC | not reported in the loaded dataset | 2023 |
| Strick Trailers, LLC Group Life And Ltd Plan | Strick Trailers, LLC. | not reported in the loaded dataset | 2023 |
| Strick Trailers, LLC Group Medical And Dental Plan | Strick Trailers, LLC | not reported in the loaded dataset | 2023 |
| Zurcher Tire, Inc. Long Term Disability Master Plan | Zurcher Tire, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Monroe → · Monroe plans by participants → · Monroe plans with financial data → · Monroe plans with provider compensation → · $1B+ plans in Monroe →
Related Form 5500 pages
- All IN Form 5500 filings
- Best-One Tire & Service 401(K) Mep (plan 002)
- Zurcher Tire, Inc. — all reported plans
- Best-One Tire I-I-M Employee Benefit Plan (plan 503)
- Best-One Tire & Service Association, LLC Employee — all reported plans
- Best One Tire O-K-T Employees' Benefit Plan (plan 504)
- Best One Tire And Service Employees Association, LLC — all reported plans
- Strick Trailers, LLC Group Vision Plan (plan 505)
- Strick Trailers, LLC — all reported plans
- Strick Trailers, LLC Group Life And Ltd Plan (plan 502)
- Strick Trailers, LLC Group Medical And Dental Plan (plan 503)
- Zurcher Tire, Inc. Long Term Disability Master Plan (plan 508)
- Methodology
- Data sources