New Concord, 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 Concord, OH has 10 loaded benefit plan(s) reported by 2 plan sponsor(s), with $898,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $898,130
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $898,130
Contributions & income
- Employer contributions
- $791,744
- Participant contributions
- $960,264
- Total income / additions
- $8,285,995
Expenses & distributions
- Benefits paid / distributions
- $7,977,162
- Total expenses
- $8,024,635
- Net increase / (decrease)
- $261,360
Coverage
- Total reported participants
- 2,138
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Concord, 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 |
|---|---|---|---|
| W2 Investments Enterprise Inc. Retirement Plan | W2 Investments Enterprise Inc. | $898,130 | 2023 |
| Muskingum University Defined Contribution And Tax Deferred Annuity Plan | Muskingum University | $0 | 2023 |
| Travel Accident Insurance | Muskingum University | not reported in the loaded dataset | 2023 |
| Vision Service Plan | Muskingum University | not reported in the loaded dataset | 2023 |
| Metlife Long Term Disability | Muskingum University | not reported in the loaded dataset | 2023 |
| Metlife Insurance And Accidental Death And Dismemberment | Muskingum University | not reported in the loaded dataset | 2023 |
| Metlife Critical Illness | Muskingum University | not reported in the loaded dataset | 2023 |
| Metlife Accident | Muskingum University | not reported in the loaded dataset | 2023 |
| Metlife Hospital | Muskingum University | not reported in the loaded dataset | 2023 |
| Medben Health Insurance | Muskingum University | not reported in the loaded dataset | 2023 |
Largest plans in New Concord → · New Concord plans by participants → · New Concord plans with financial data → · New Concord plans with provider compensation → · $1B+ plans in New Concord →
Related Form 5500 pages
- All OH Form 5500 filings
- W2 Investments Enterprise Inc. Retirement Plan (plan 001)
- W2 Investments Enterprise Inc. — all reported plans
- Muskingum University Defined Contribution And Tax Deferred Annuity Plan (plan 001)
- Muskingum University — all reported plans
- Travel Accident Insurance (plan 503)
- Vision Service Plan (plan 510)
- Metlife Long Term Disability (plan 511)
- Metlife Insurance And Accidental Death And Dismemberment (plan 512)
- Metlife Critical Illness (plan 513)
- Metlife Accident (plan 514)
- Metlife Hospital (plan 515)
- Medben Health Insurance (plan 501)
- Methodology
- Data sources