Fairbury, NE 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, Fairbury, NE has 12 loaded benefit plan(s) reported by 5 plan sponsor(s), with $37,352,286 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,352,286
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$37,352,286

Contributions & income

Employer contributions
$1,057,030
Participant contributions
$2,044,506
Total income / additions
$8,701,446

Expenses & distributions

Benefits paid / distributions
$2,534,634
Total expenses
$2,641,183
Net increase / (decrease)
$6,060,263

Coverage

Total reported participants
2,259
Plans with financial statements
5
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fairbury, NE 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 Fairbury, NE
PlanSponsorReported assets (EOY)Year
Endicott Clay Products Co. 401(K) Savings PlanEndicott Clay Products Co.$13,353,2822023
Jefferson Community Health Center Inc. Tax Deferred Annuity PlanJefferson Community Health Center Inc.$11,811,5832023
Jefferson Community Health Center Inc. Employees Pension PlanJefferson Community Health Center Inc.$7,374,7062023
Livingston Enterprises, Inc. 401(K) PlanLivingston Enterprises, Inc.$3,037,7332023
403(B) Thrift Plan Of Blue Valley Community Action PartnershipBlue Valley Community Action P$1,774,9822023
Blue Valley Community Action Ancillary Lines PlanBlue Valley Community Action, Inc.not reported in the loaded dataset2023
Lambert Vet SupplyLambert Vet Supply, LLCnot reported in the loaded dataset2023
Livingston Enterprises, Inc Health And Welfare PlanLivingston Enterprises, Inc.not reported in the loaded dataset2023
Endicott Clay Products Co. Employee Health PlanEndicott Clay Products Companynot reported in the loaded dataset2023
Endicott Clay Products Company Group Insurance PlanEndicott Clay Products Companynot reported in the loaded dataset2023
Endicott Clay Products Company Vision PlanEndicott Clay Products Companynot reported in the loaded dataset2023
Jefferson Community Health Center Employee Benefit PlanJefferson Community Health Centernot reported in the loaded dataset2023

Related Form 5500 pages