Baldwin, KS 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, Baldwin, KS has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $32,702,164 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,702,164
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,702,164

Contributions & income

Employer contributions
$290,403
Participant contributions
$607,736
Total income / additions
$5,460,633

Expenses & distributions

Benefits paid / distributions
$3,829,778
Total expenses
$3,892,006
Net increase / (decrease)
$1,568,627

Coverage

Total reported participants
880
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Baldwin, KS 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 Baldwin, KS
PlanSponsorReported assets (EOY)Year
Baker University Defined Contribution Retirement PlanBaker University$32,702,1642023
Heritage Tractor, Inc. Group Health PlanHeritage Tractor, Inc.not reported in the loaded dataset2023

Related Form 5500 pages