Broadview Heights, 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, Broadview Heights, OH has 17 loaded benefit plan(s) reported by 11 plan sponsor(s), with $1,336,527,780 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,336,527,780
- Total reported liabilities (EOY)
- $30,026,619
- Total reported net assets (EOY)
- $1,306,501,161
Contributions & income
- Employer contributions
- $156,172,594
- Participant contributions
- $27,637,969
- Total income / additions
- $442,476,756
Expenses & distributions
- Benefits paid / distributions
- $211,991,325
- Total expenses
- $222,203,096
- Net increase / (decrease)
- $220,273,660
Coverage
- Total reported participants
- 59,084
- Plans with financial statements
- 14
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Broadview Heights, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund | United Food & Commercial Workers Union Local 880 - Retail Food | $443,631,619 | 2023 |
| United Food & Commercial Workers Union - Employer Pension Fund | United Food & Commercial Workers Union - Employer Pension Fund | $324,731,115 | 2023 |
| 401(K) Plan For Sotera Health | Sotera Health Holdings, LLC | $174,500,269 | 2023 |
| Ohio Machinery Co. Incentive Savings Plan | Ohio Machinery Co. | $127,591,807 | 2023 |
| United Food & Commercial Workers Union Employer Health & Welfare Fund | United Food & Commercial Workers Union Employer Health & Welfare Fu | $117,476,779 | 2023 |
| United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund | United Food & Commercial Workers Union Local 880 - Mercantile | $47,862,331 | 2023 |
| Ohio Cat Employees' Retirement Plan | Ohio Machinery Co. | $47,281,623 | 2023 |
| Ohio Cat Union 401k Plan | Ohio Machinery Co. | $20,530,313 | 2023 |
| Pension Plan For Employees Of United Food & Commercial Workers Union Employer Health & Welfare Fund | United Food & Commercial Workers- Employer Health & Welfare Fund | $12,462,977 | 2023 |
| Zimmer Biomet Apex Surgical 401(K) Plan | Zimmer Biomet Apex Surgical, LLC | $7,488,139 | 2023 |
| Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement Plan | Lawrence School | $7,454,702 | 2023 |
| Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust | Mutual Shareholder Services Ll | $4,918,416 | 2023 |
| Nrka Corp. Retirement Plan | Nrka Corp. | $365,722 | 2023 |
| Sb2 Retirement Plan | Sb2, Inc. | $231,968 | 2023 |
| Sotera Health Flexible Benefits Plan | Sotera Health Holdings, LLC | not reported in the loaded dataset | 2023 |
| Zimmer Biomet Apex Surgical, LLC Employee Benefit Plan | Zimmer Biomet Apex Surgical, LLC | not reported in the loaded dataset | 2023 |
| Ohio Machinery Co. Welfare Benefits Plan | Ohio Machinery Co. | not reported in the loaded dataset | 2023 |
Largest plans in Broadview Heights → · Broadview Heights plans by participants → · Broadview Heights plans with financial data → · Broadview Heights plans with provider compensation → · $1B+ plans in Broadview Heights →
Related Form 5500 pages
- All OH Form 5500 filings
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (plan 001)
- United Food & Commercial Workers Union Local 880 - Retail Food — all reported plans
- United Food & Commercial Workers Union - Employer Pension Fund (plan 001)
- United Food & Commercial Workers Union - Employer Pension Fund — all reported plans
- 401(K) Plan For Sotera Health (plan 002)
- Sotera Health Holdings, LLC — all reported plans
- Ohio Machinery Co. Incentive Savings Plan (plan 003)
- Ohio Machinery Co. — all reported plans
- United Food & Commercial Workers Union Employer Health & Welfare Fund (plan 501)
- United Food & Commercial Workers Union Employer Health & Welfare Fu — all reported plans
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund (plan 001)
- United Food & Commercial Workers Union Local 880 - Mercantile — all reported plans
- Ohio Cat Employees' Retirement Plan (plan 002)
- Ohio Cat Union 401k Plan (plan 004)
- Pension Plan For Employees Of United Food & Commercial Workers Union Employer Health & Welfare Fund (plan 001)
- Zimmer Biomet Apex Surgical 401(K) Plan (plan 001)
- Zimmer Biomet Apex Surgical, LLC — all reported plans
- Lawrence School 403(B) Defined Contribution And Tax Deferred Annuity Retirement Plan (plan 001)
- Lawrence School — all reported plans
- Mutual Shareholder Services Ll 401(K) Profit Sharing Plan & Trust (plan 001)
- Mutual Shareholder Services Ll — all reported plans
- Nrka Corp. Retirement Plan (plan 001)
- Nrka Corp. — all reported plans
- Sb2 Retirement Plan (plan 001)
- Sb2, Inc. — all reported plans
- Sotera Health Flexible Benefits Plan (plan 501)
- Methodology
- Data sources