Plan5500

Fayette, MO 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, Fayette, MO has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $43,940,359 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
2
Latest filing year
2023

What stands out in Fayette

  • 4 loaded plans hold $43.9M in reported assets across 2 sponsors.
  • The largest, Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan, holds 91% of reported Fayette plan assets.
  • Plans cover 1,228 participants — about 307 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.9MSummed across loaded plans$43,923,127
Total reported assets$43.9M$43,940,359
Total reported participants1.2K1,228
Total reported liabilities$17.2K$17,232

Reported net position

Reported assets = net assets + liabilities (summed)$43.9M total assets
Net assets$43.9MLiabilities$17.2K
Contributions & income
Employer contributions$1.1M
Participant contributions$1.4M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Fayette market comparison

Largest plan share of assets91%Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan
Participants per plan307Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fayette

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

  1. 1
    Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan$40M
    Central Methodist University · 2023
  2. 2
    Complete Health Care Solutions, Inc. Profit Sharing Plan$3.9M
    Complete Health Care Solutions, Inc · 2023
  3. 3
    Central Methodist Universitynot reported in the loaded dataset
    Central Methodist University · 2023
  4. 4
    Complete Health Care Solutions Inc. Employee Benefits Plannot reported in the loaded dataset
    Complete Healthcare Care Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fayette, MO?
4 plan(s) reported by 2 sponsor(s) are loaded for Fayette, MO.

Related Form 5500 pages