Union, 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, Union, MO has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,447,236 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,447,236
Total reported liabilities (EOY)
$55,253
Total reported net assets (EOY)
$6,391,983

Contributions & income

Employer contributions
$574,960
Participant contributions
$539,038
Total income / additions
$2,497,817

Expenses & distributions

Benefits paid / distributions
$600,097
Total expenses
$877,252
Net increase / (decrease)
$1,620,565

Coverage

Total reported participants
1,204
Plans with financial statements
3
Plans with provider compensation
2

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

Largest loaded plans in Union, MO
PlanSponsorReported assets (EOY)Year
Hth Companies, Inc. Retirement PlanHth Companies, Inc.$6,010,8362023
J. Williams 710 Corporation Retirement PlanJ. Williams 710 Corporation$400,1512023
Cb Engineering, Inc. Employee Benefit Plan (501)Cb Engineering, Inc.$36,2492023
Buddeez, Inc. Health And Welfare Wrap PlanBuddeez, Inc.not reported in the loaded dataset2023

Related Form 5500 pages