Newport, KY 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, Newport, KY has 20 loaded benefit plan(s) reported by 14 plan sponsor(s), with $248,192,570 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $248,192,570
- Total reported liabilities (EOY)
- $36,459,217
- Total reported net assets (EOY)
- $211,733,353
Contributions & income
- Employer contributions
- $10,341,014
- Participant contributions
- $9,293,977
- Total income / additions
- $61,135,129
Expenses & distributions
- Benefits paid / distributions
- $20,749,817
- Total expenses
- $22,897,664
- Net increase / (decrease)
- $38,237,465
Coverage
- Total reported participants
- 10,265
- Plans with financial statements
- 11
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport, KY 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 |
|---|---|---|---|
| P.L. Marketing, Inc. Employee Stock Ownership Plan | P.L. Marketing, Inc. | $93,095,278 | 2023 |
| Castellini Employee Savings And Profit Sharing Plan | Castellini Company LLC | $50,927,010 | 2023 |
| P. L. Marketing Inc. 401(K) Savings Plan | P. L. Marketing Inc. | $46,028,346 | 2023 |
| Art'S Rental Equipment, Inc. 401(K) Retirement Savings Plan & Trust | Art'S Rental Equipment, Inc. | $29,724,995 | 2023 |
| The Castellini Company Retirement Plan | Castellini Company LLC | $10,071,596 | 2023 |
| Brighton Center, Inc. Employee Pension Plan | Brighton Center, Inc. | $6,730,531 | 2023 |
| Ethos Holding Corp 401k & Profit Sharing Plan | Ethos Holding Corp. | $5,416,310 | 2023 |
| I-Wireless, LLC 401(K) Plan | I-Wireless, LLC | $4,188,638 | 2023 |
| Greater Comfort Heating & Air Conditioning 401(K) Plan | Greater Comfort Heating & Air Conditioning, Inc. | $1,482,496 | 2023 |
| 1825 Ventures, Inc. 401(K) Plan | 1825 Ventures, Inc. | $527,370 | 2023 |
| Comprehensive Medical Profit Sharing Plan | Comprehensive Medical Management, Ltd. | $0 | 2023 |
| Healthpoint Family Care Inc. Welfare Benefits Plan | Health Point Family Care, Inc. | not reported in the loaded dataset | 2023 |
| Cincinnati Food Industry Health And Benefit Plan For Castellini Holding Company | Castellini Holding Company LLC | not reported in the loaded dataset | 2023 |
| Cincinnati Food Industry Health And Benefit Plan For Mcs | Merchants Cold Storage LLC | not reported in the loaded dataset | 2023 |
| Divisions, Inc. Employee Benefit Plan | Divisions, Inc. | not reported in the loaded dataset | 2023 |
| Pl Marketing, Inc. Section 125 Plan | Pl Marketing, Inc. | not reported in the loaded dataset | 2023 |
| Cincinnati Food Industry Health And Benefit Plan For Transport Specialists | Transport Specialists Inc | not reported in the loaded dataset | 2023 |
| Castellini Group Life And Disability Plan | Castellini Company LLC | not reported in the loaded dataset | 2023 |
| Brighton Center, Inc. Employee Flexible Benefit Plan | Brighton Center, Inc. | not reported in the loaded dataset | 2023 |
| Ethos Holding Corp Welfare Benefit Plan | Ethos Holding Corp. | not reported in the loaded dataset | 2023 |
Largest plans in Newport → · Newport plans by participants → · Newport plans with financial data → · Newport plans with provider compensation → · $1B+ plans in Newport →
Related Form 5500 pages
- All KY Form 5500 filings
- P.L. Marketing, Inc. Employee Stock Ownership Plan (plan 002)
- P.L. Marketing, Inc. — all reported plans
- Castellini Employee Savings And Profit Sharing Plan (plan 001)
- Castellini Company LLC — all reported plans
- P. L. Marketing Inc. 401(K) Savings Plan (plan 001)
- Art'S Rental Equipment, Inc. 401(K) Retirement Savings Plan & Trust (plan 001)
- Art'S Rental Equipment, Inc. — all reported plans
- The Castellini Company Retirement Plan (plan 002)
- Brighton Center, Inc. Employee Pension Plan (plan 001)
- Brighton Center, Inc. — all reported plans
- Ethos Holding Corp 401k & Profit Sharing Plan (plan 001)
- Ethos Holding Corp. — all reported plans
- I-Wireless, LLC 401(K) Plan (plan 001)
- I-Wireless, LLC — all reported plans
- Greater Comfort Heating & Air Conditioning 401(K) Plan (plan 001)
- Greater Comfort Heating & Air Conditioning, Inc. — all reported plans
- 1825 Ventures, Inc. 401(K) Plan (plan 001)
- 1825 Ventures, Inc. — all reported plans
- Comprehensive Medical Profit Sharing Plan (plan 001)
- Comprehensive Medical Management, Ltd. — all reported plans
- Healthpoint Family Care Inc. Welfare Benefits Plan (plan 502)
- Health Point Family Care, Inc. — all reported plans
- Cincinnati Food Industry Health And Benefit Plan For Castellini Holding Company (plan 501)
- Castellini Holding Company LLC — all reported plans
- Cincinnati Food Industry Health And Benefit Plan For Mcs (plan 501)
- Merchants Cold Storage LLC — all reported plans
- Divisions, Inc. Employee Benefit Plan (plan 501)
- Divisions, Inc. — all reported plans
- Methodology
- Data sources