Plan5500

Saint Rose, LA 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, Saint Rose, LA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $15,816,011 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Saint Rose

  • 4 loaded plans hold $15.8M in reported assets across 4 sponsors.
  • The largest, Posigen, Inc. 401(K) Plan, holds 79% of reported Saint Rose plan assets.
  • Plans cover 1,221 participants — about 305 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.8MSummed across loaded plans$15,816,011
Total reported assets$15.8M$15,816,011
Total reported participants1.2K1,221
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$15.8MLiabilities$0
Contributions & income
Employer contributions$956.2K
Participant contributions$2.7M
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.8M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Rose, LA 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.

Computed from loaded plans

Saint Rose market comparison

Largest plan share of assets79%Posigen, Inc. 401(K) Plan
Participants per plan305Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Saint Rose

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Posigen, Inc. 401(K) Plan$12.5M
    Posigen, Inc. · 2023
  2. 2
    Southern Precision Inc. 401(K) Plan$3.3M
    Southern Precision, Inc. · 2023
  3. 3
    Posigen, Inc. Welfare Plannot reported in the loaded dataset
    Posigen, Inc. · 2023
  4. 4
    Coastal Gulf & International, Inc. Employee Benefit Plannot reported in the loaded dataset
    Coastal Gulf & International, Inc. · 2023

Largest plans in Saint Rose → · Saint Rose plans by participants → · Saint Rose plans with financial data → · Saint Rose plans with provider compensation → · $1B+ plans in Saint Rose →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saint Rose, LA?
4 plan(s) reported by 4 sponsor(s) are loaded for Saint Rose, LA.

Related Form 5500 pages