Plan5500

Sullivan, 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, Sullivan, MO has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $34,268,706 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023

What stands out in Sullivan

  • 5 loaded plans hold $34.3M in reported assets across 2 sponsors.
  • The largest, The Meramec Group Inc Ees Pr Sh Plan, holds 63% of reported Sullivan plan assets.
  • Plans cover 810 participants — about 162 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.3MSummed across loaded plans$34,268,706
Total reported assets$34.3M$34,268,706
Total reported participants810
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.3M total assets
Net assets$34.3MLiabilities$0
Contributions & income
Employer contributions$529.9K
Participant contributions$1.1M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

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

Sullivan market comparison

Largest plan share of assets63%The Meramec Group Inc Ees Pr Sh Plan
Participants per plan162Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sullivan

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

  1. 1
    The Meramec Group Inc Ees Pr Sh Plan$21.6M
    Meramec Group, Inc. · 2023
  2. 2
    Sullivan Bank 401(K) Retirement Plan$10.1M
    Sullivan Bank · 2023
  3. 3
    Meramec Group Inc Retirement Plan$2.6M
    Meramec Group, Inc. · 2023
  4. 4
    Sullivan Bank Employee Health And Welfare Plannot reported in the loaded dataset
    Sullivan Bank · 2023
  5. 5
    Meramec Group Employee Health Care Plannot reported in the loaded dataset
    Meramec Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages