Plan5500

Lavista, 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, Lavista, NE has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $494,173 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
2
Latest filing year
2023

What stands out in Lavista

  • 4 loaded plans hold $494.2K in reported assets across 2 sponsors.
  • The largest, Advance Services, Inc. Group Benefit Plan, holds 100% of reported Lavista plan assets.
  • Plans cover 2,047 participants — about 512 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.2KSummed across loaded plans$89,184
Total reported assets$494.2K$494,173
Total reported participants2K2,047
Total reported liabilities$405K$404,989

Reported net position

Reported assets = net assets + liabilities (summed)$494.2K total assets
Net assets$89.2KLiabilities$405K
Contributions & income
Employer contributions$2.2M
Participant contributions$2.5M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.7M
Net increase / (decrease)-$49.5K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Computed from loaded plans

Lavista market comparison

Largest plan share of assets100%Advance Services, Inc. Group Benefit Plan
Participants per plan512Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lavista

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

  1. 1
    Advance Services, Inc. Group Benefit Plan$494.2K
    Advance Services, Inc. · 2023
  2. 2
    Standard Heating & Air Conditioning Inc. Health Care Plannot reported in the loaded dataset
    Standard Heating & Air Conditioning Inc · 2023
  3. 3
    Standard Heating & Air Conditioning, Inc. Welfare Plannot reported in the loaded dataset
    Standard Heating & Air Conditioning Inc. · 2023
  4. 4
    Standard Heating & Air Conditioning Dental Plannot reported in the loaded dataset
    Standard Heating & Air Conditioning, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lavista, NE?
4 plan(s) reported by 2 sponsor(s) are loaded for Lavista, NE.

Related Form 5500 pages