Osage Beach, 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, Osage Beach, MO has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $129,176,614 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $129,176,614
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $129,176,614
Contributions & income
- Employer contributions
- $3,475,872
- Participant contributions
- $9,911,128
- Total income / additions
- $32,593,866
Expenses & distributions
- Benefits paid / distributions
- $9,207,361
- Total expenses
- $9,816,210
- Net increase / (decrease)
- $22,777,656
Coverage
- Total reported participants
- 9,590
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Osage Beach, 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 |
|---|---|---|---|
| Lake Regional Health System Employees' Retirement Plan | Lake Regional Health System | $103,250,495 | 2023 |
| Systems 401(K) Retirement Plan | Systems, LLC | $10,500,747 | 2023 |
| Systems, LLC Retirement Plan | Systems, LLC | $9,282,980 | 2023 |
| First Bank Of The Lake Savings & Retirement Plan | First Bank Of The Lake | $5,971,381 | 2023 |
| P&H Investment, Corporation 401(K) Plan | P&H Investment, Corporation | $88,920 | 2023 |
| Clandamo Corp. 401(K) Plan | Clandamo Corp. | $82,091 | 2023 |
| Lake Regional Health System Welfare Benefit Plan | Lake Regional Health System | not reported in the loaded dataset | 2023 |
| Cafeteria Plan For The Employees Of Health Systems, Inc | Health Systems, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Osage Beach → · Osage Beach plans by participants → · Osage Beach plans with financial data → · Osage Beach plans with provider compensation → · $1B+ plans in Osage Beach →
Related Form 5500 pages
- All MO Form 5500 filings
- Lake Regional Health System Employees' Retirement Plan (plan 003)
- Lake Regional Health System — all reported plans
- Systems 401(K) Retirement Plan (plan 001)
- Systems, LLC — all reported plans
- Systems, LLC Retirement Plan (plan 002)
- First Bank Of The Lake Savings & Retirement Plan (plan 001)
- First Bank Of The Lake — all reported plans
- P&H Investment, Corporation 401(K) Plan (plan 001)
- P&H Investment, Corporation — all reported plans
- Clandamo Corp. 401(K) Plan (plan 001)
- Clandamo Corp. — all reported plans
- Lake Regional Health System Welfare Benefit Plan (plan 501)
- Cafeteria Plan For The Employees Of Health Systems, Inc (plan 503)
- Health Systems, Inc — all reported plans
- Methodology
- Data sources