Coldwater, 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, Coldwater, OH has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,748,081 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.7MSummed across loaded plans$28,743,829
Total reported assets$28.7M$28,748,081
Total reported participants1.4K1,363
Total reported liabilities$4.3K$4,252

Reported net position

Reported assets = net assets + liabilities (summed)$28.7M total assets
Net assets$28.7MLiabilities$4.3K
Contributions & income
Employer contributions$604K
Participant contributions$2.3M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$490.1K
Total expenses$503.5K
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coldwater, 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 Coldwater, OH
PlanSponsorReported assets (EOY)Year
Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) PlanSignature Partners, Inc.$16,089,8252023
Medf Physicians Corp. Voluntary Tax Deferred Annuity PlanMedf Physicians Corp.$10,228,1342023
Casad Company 401(K) PlanCasad Company, Inc.$2,430,1222023
Signature Partners, Inc. Health PlanSignature Partners, Inc.not reported in the loaded dataset2023
Signature Partners, Inc. Welfare PlanSignature Partners, Inc.not reported in the loaded dataset2023
Mercer Health Medical Group PlanMercer Health Medical Groupnot reported in the loaded dataset2023

Related Form 5500 pages