Holdrege, 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, Holdrege, NE has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $29,145,246 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,145,246
- Total reported liabilities (EOY)
- $896
- Total reported net assets (EOY)
- $29,144,350
Contributions & income
- Employer contributions
- $785,230
- Participant contributions
- $1,910,692
- Total income / additions
- $6,826,589
Expenses & distributions
- Benefits paid / distributions
- $1,776,220
- Total expenses
- $1,942,195
- Net increase / (decrease)
- $4,884,394
Coverage
- Total reported participants
- 1,166
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holdrege, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Phelps Memorial Health Center Tax Sheltered Annuity Plan | Phelps Memorial Health Center | $19,146,038 | 2023 |
| Rural Med 401(K) Plan | Nebraska Provider Alliance LLC Dba Rural Med Management Resources | $9,985,442 | 2023 |
| Holdrege Family Vision Clinic Pc Self Funded Medical Reimbursement Plan | Holdrege Family Vision Clinic Pc | $13,766 | 2023 |
| Phelps Memorial Health Center Employee Benefit Plan | Phelps Memorial Health Center | not reported in the loaded dataset | 2023 |
| Ruralmed Life, Disability And Worksite Benefit Plan | Nebraska Provider Alliance LLC | not reported in the loaded dataset | 2023 |
| Ruralmed Eap | Nebraska Provider Alliance LLC | not reported in the loaded dataset | 2023 |
| Holdrege Public Schools | Holdrege Public Schools | not reported in the loaded dataset | 2023 |
Largest plans in Holdrege → · Holdrege plans by participants → · Holdrege plans with financial data → · Holdrege plans with provider compensation → · $1B+ plans in Holdrege →
Related Form 5500 pages
- All NE Form 5500 filings
- Phelps Memorial Health Center Tax Sheltered Annuity Plan (plan 004)
- Phelps Memorial Health Center — all reported plans
- Rural Med 401(K) Plan (plan 001)
- Nebraska Provider Alliance LLC Dba Rural Med Management Resources — all reported plans
- Holdrege Family Vision Clinic Pc Self Funded Medical Reimbursement Plan (plan 501)
- Holdrege Family Vision Clinic Pc — all reported plans
- Phelps Memorial Health Center Employee Benefit Plan (plan 506)
- Ruralmed Life, Disability And Worksite Benefit Plan (plan 504)
- Ruralmed Eap (plan 510)
- Holdrege Public Schools (plan 501)
- Holdrege Public Schools — all reported plans
- Methodology
- Data sources