Plan5500

Conneaut Lake, PA 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, Conneaut Lake, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $42,060 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Conneaut Lake

  • 2 loaded plans hold $42.1K in reported assets across 1 sponsors.
  • The largest, Viking Tool & Gage, Incorporated Group Medical Plan (502), holds 100% of reported Conneaut Lake plan assets.
  • Plans cover 196 participants — about 98 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$85.7KSummed across loaded plans-$85,662
Total reported assets$42.1K$42,060
Total reported participants196
Total reported liabilities$127.7K$127,722

Reported net position

Reported assets = net assets + liabilities (summed)$42.1K total assets
Net assets-$85.7KLiabilities$127.7K
Contributions & income
Employer contributions$879.9K
Participant contributions$221.9K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$698.3K
Total expenses$1.1M
Net increase / (decrease)$32.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Conneaut Lake, PA 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.

Computed from loaded plans

Conneaut Lake market comparison

Largest plan share of assets100%Viking Tool & Gage, Incorporated Group Medical Plan (502)
Participants per plan98Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Conneaut Lake

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Viking Tool & Gage, Incorporated Group Medical Plan (502)$42.1K
    Viking Tool & Gage, Inc. · 2023
  2. 2
    Viking Tool & Gage, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Viking Tool & Gage, Inc. · 2023

Largest plans in Conneaut Lake → · Conneaut Lake plans by participants → · Conneaut Lake plans with financial data → · Conneaut Lake plans with provider compensation → · $1B+ plans in Conneaut Lake →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Conneaut Lake, PA?
2 plan(s) reported by 1 sponsor(s) are loaded for Conneaut Lake, PA.

Related Form 5500 pages