New Carlisle, 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, New Carlisle, OH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,203,698 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,203,698
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $12,210,198
Contributions & income
- Employer contributions
- $1,200,000
- Total income / additions
- $2,500,153
Expenses & distributions
- Benefits paid / distributions
- $596,474
- Total expenses
- $688,510
- Net increase / (decrease)
- $1,811,643
Coverage
- Total reported participants
- 927
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Carlisle, 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 |
|---|---|---|---|
| Bls Trucking, Inc. Profit Sharing Plan | Bls Trucking, Inc. | $12,203,698 | 2023 |
| Consolidated Gannon Group Inc. Retirement Plan | Consolidated Gannon Group Inc. | $0 | 2023 |
| Bls Trucking, Inc. Employee Welfare Benefits Plan | Bls Trucking, Inc. | not reported in the loaded dataset | 2023 |
| Benchmark Family Services, Inc. Employee Benefit Plan | Benchmark Family Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New Carlisle → · New Carlisle plans by participants → · New Carlisle plans with financial data → · New Carlisle plans with provider compensation → · $1B+ plans in New Carlisle →
Related Form 5500 pages
- All OH Form 5500 filings
- Bls Trucking, Inc. Profit Sharing Plan (plan 001)
- Bls Trucking, Inc. — all reported plans
- Consolidated Gannon Group Inc. Retirement Plan (plan 001)
- Consolidated Gannon Group Inc. — all reported plans
- Bls Trucking, Inc. Employee Welfare Benefits Plan (plan 501)
- Benchmark Family Services, Inc. Employee Benefit Plan (plan 501)
- Benchmark Family Services, Inc. — all reported plans
- Methodology
- Data sources