Rushville, 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, Rushville, IN has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $54,565,365 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)
$54,565,365
Total reported liabilities (EOY)
$170,424,330
Total reported net assets (EOY)
-$115,858,965

Contributions & income

Employer contributions
$10,817,167
Participant contributions
$2,545,248
Total income / additions
-$145,643,548

Expenses & distributions

Benefits paid / distributions
$3,587,996
Total expenses
$6,974,313
Net increase / (decrease)
-$152,617,861

Coverage

Total reported participants
2,842
Plans with financial statements
4
Plans with provider compensation
3

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

Largest loaded plans in Rushville, IN
PlanSponsorReported assets (EOY)Year
Intat Precision, Inc. Retirement Savings PlanIntat Precision, Inc$30,491,9352023
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan And TrustFraley & Schilling Holdings, Inc.$10,949,7692023
Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And TrustFraley & Schilling, Inc.$9,287,0232023
Herdrich Petroleum Corporation 401(K) Profit Sharing Plan And TrustHerdrich Petroleum Corporation$3,836,6382023
Herdrich Petroleum Corporation Employee Benefit PlanHerdrich Petroleum Corporationnot reported in the loaded dataset2023
Fraley & Schilling, Inc. Welfare Benefit PlanFraley & Schilling, Inc.not reported in the loaded dataset2023
Intat Precision, Inc. Employee Benefits PlanIntat Precision, Inc.not reported in the loaded dataset2023

Related Form 5500 pages