Boardman, OH 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, Boardman, OH has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $239,887,846 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$239,887,846
Total reported liabilities (EOY)
$230,746
Total reported net assets (EOY)
$239,657,100

Contributions & income

Employer contributions
$11,785,625
Participant contributions
$6,881,338
Total income / additions
$53,556,092

Expenses & distributions

Benefits paid / distributions
$14,606,482
Total expenses
$15,420,000
Net increase / (decrease)
$38,136,092

Coverage

Total reported participants
5,182
Plans with financial statements
9
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boardman, OH 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 Boardman, OH
PlanSponsorReported assets (EOY)Year
Bridge, Structural & Ornamental Ironworkers Local 207 Pension FundBridge, Structural & Ornamental Ironworkers Local 207 Pension Fund$70,235,5552023
Bridge, Structural & Ornamental Ironworkers Local 207 Annuity FundBridge, Structural & Ornamental Ironworkers Local 207 Annuity Fund$62,759,1192023
Southwoods Health 401(K) PlanThe Surgery Center At Southwoods, LLC$52,634,4312023
Modern Builders Supply, Inc. Employees' 401(K) And Profit Sharing PlanModern Builders Supply, Incorporated$34,162,6822023
Zidian Management Corp. Dba The Zidian Group 401(K) Profit Sharing PlanZidian Management Corp.$9,930,5332023
Edm Management, Inc. 401(K) Profit Sharing PlanEdm Management, Inc.$4,201,5002023
Ain Ltd 401k Profit Sharing PlanAssociates In Nephrology Ltd$2,837,4912023
Horizon Management, Inc. 401(K) Profit Sharing PlanHorizon Management, Inc.$2,179,1472023
Delicious Dreams Bakery Corporation 401(K) Profit Sharing PlanDelicious Dreams Bakery Corporation$947,3882023
The Zidian Group Health And Welfare Benefit PlanZidian Management Corp. Dba The Zidian Groupnot reported in the loaded dataset2023
Modern Builders Supply, Inc. Comprehensive Welfare Benefit PlanModern Builders Supply, Inc.not reported in the loaded dataset2023
Alta Care Group, Inc. Group Health PlanAlta Care Group, Inc.not reported in the loaded dataset2023
Sincere CareSincere Care Mangementnot reported in the loaded dataset2023

Related Form 5500 pages