Independence, 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, Independence, MO has 30 loaded benefit plan(s) reported by 24 plan sponsor(s), with $192,438,598 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $192,438,598
- Total reported liabilities (EOY)
- $28,046
- Total reported net assets (EOY)
- $192,410,552
Contributions & income
- Employer contributions
- $12,280,267
- Participant contributions
- $5,818,768
- Total income / additions
- $46,805,711
Expenses & distributions
- Benefits paid / distributions
- $17,833,494
- Total expenses
- $18,774,518
- Net increase / (decrease)
- $28,031,193
Coverage
- Total reported participants
- 6,570
- Plans with financial statements
- 20
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Independence, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Insulators Local No. 27 Pension Plan | Insulators Local No 27 | $54,197,839 | 2023 |
| Discover Vision Centers 401(K) Plan | Eye Care, LLC | $33,159,027 | 2023 |
| Insulators Local No 27 Supplemental Pension Fund | Heat & Frost Insulators Local 27 | $28,400,536 | 2023 |
| Burd & Fletcher Company 401(K) Profit Sharing Plan | Burd & Fletcher Company | $22,884,554 | 2023 |
| Tm Pay, Inc. 401(K) Plan | Tm Pay, Inc. | $20,766,068 | 2023 |
| Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan | Blue Ridge Bank & Trust Company | $9,589,689 | 2023 |
| Rmc/Cargo Largo 401(K) Plan | Recovery Management Corporation | $7,417,589 | 2023 |
| Blue Ridge Employees Stock Ownership Plan | Blue Ridge Bancshares, Inc. | $2,859,021 | 2023 |
| Metro Ford 401(K) Plan | Metro Ford, Inc. | $2,730,917 | 2023 |
| Foster Adopt Connect Employee Savings Plan | Foster Adopt Connect, Inc. | $2,702,421 | 2023 |
| Graphic Communications Union Locals 16-C & 235-M And Employers Health And Welfare Plan | Graphic Communications Conference Of The Intl Brotherhood Health & Wel | $2,622,979 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Harry S. Truman Children'S Neurological Center Dba Tnc Community | Harry S. Truman Children'S Neurological Center Dba Tnc Community | $1,577,167 | 2023 |
| Powell Cwm, Inc. 401(K) Savings Plan | Powell Cwm, Inc. | $1,161,770 | 2023 |
| Sickness & Accident Insurance Fund Of Local 235 Graphic Communications | Graphic Communications Intl Union Local 235 Sickness And Accident | $811,383 | 2023 |
| Glenn'S Tire & Automotive Retirement Plan | Glenn'S Tire & Automotive, Inc. | $688,976 | 2023 |
| Nyberg Properties, Inc. Pension Transfer Trust Plan | Nyberg Properties, Inc. | $400,000 | 2023 |
| Zupan Enterprises, Inc. 401(K) Profit Sharing Plan | Zupan Enterprises, Inc. | $139,644 | 2023 |
| Bnbl Firm, Inc. 401(K) Plan | Bnbl Firm, Inc. | $139,546 | 2023 |
| Jrf Pro Coatings Inc. 401(K) Plan | Jrf Pro Coatings Inc. | $136,770 | 2023 |
| Shiraz Farm 401k | Shiraz Farm Inc. | $52,702 | 2023 |
| Group Employee Benefits Program | Blue Ridge Bank & Trust Company | not reported in the loaded dataset | 2023 |
| Fosteradopt Connect Benefit Plan | Fosteradopt Connect | not reported in the loaded dataset | 2023 |
| Illicit Gardens Health & Welfare Benefits Plan | Illicit Gardens | not reported in the loaded dataset | 2023 |
| Discover Vision Centers Group Insurance Plan | Discover Vision Centers | not reported in the loaded dataset | 2023 |
| Chpsnfco Dba Aspire Senior Living Benefits Plan | Chp Snfco LLC Dba Aspire Senior Living | not reported in the loaded dataset | 2023 |
Largest plans in Independence → · Independence plans by participants → · Independence plans with financial data → · Independence plans with provider compensation → · $1B+ plans in Independence →
Related Form 5500 pages
- All MO Form 5500 filings
- Insulators Local No. 27 Pension Plan (plan 001)
- Insulators Local No 27 — all reported plans
- Discover Vision Centers 401(K) Plan (plan 001)
- Eye Care, LLC — all reported plans
- Insulators Local No 27 Supplemental Pension Fund (plan 002)
- Burd & Fletcher Company 401(K) Profit Sharing Plan (plan 001)
- Burd & Fletcher Company — all reported plans
- Tm Pay, Inc. 401(K) Plan (plan 001)
- Tm Pay, Inc. — all reported plans
- Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan (plan 001)
- Blue Ridge Bank & Trust Company — all reported plans
- Rmc/Cargo Largo 401(K) Plan (plan 001)
- Recovery Management Corporation — all reported plans
- Blue Ridge Employees Stock Ownership Plan (plan 002)
- Metro Ford 401(K) Plan (plan 001)
- Metro Ford, Inc. — all reported plans
- Foster Adopt Connect Employee Savings Plan (plan 001)
- Foster Adopt Connect, Inc. — all reported plans
- Graphic Communications Union Locals 16-C & 235-M And Employers Health And Welfare Plan (plan 501)
- Graphic Communications Conference Of The Intl Brotherhood Health & Wel — all reported plans
- 401(K) Profit Sharing Plan For Employees Of Harry S. Truman Children'S Neurological Center Dba Tnc Community (plan 005)
- Harry S. Truman Children'S Neurological Center Dba Tnc Community — all reported plans
- Powell Cwm, Inc. 401(K) Savings Plan (plan 002)
- Powell Cwm, Inc. — all reported plans
- Sickness & Accident Insurance Fund Of Local 235 Graphic Communications (plan 501)
- Graphic Communications Intl Union Local 235 Sickness And Accident — all reported plans
- Glenn'S Tire & Automotive Retirement Plan (plan 001)
- Glenn'S Tire & Automotive, Inc. — all reported plans
- Methodology
- Data sources