Anderson, SC 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, Anderson, SC has 30 loaded benefit plan(s) reported by 22 plan sponsor(s), with $463,037,041 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
30
Plan sponsors
22
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$463,037,041
Total reported liabilities (EOY)
$1,197
Total reported net assets (EOY)
$463,035,844

Contributions & income

Employer contributions
$13,888,168
Participant contributions
$22,336,413
Total income / additions
$98,210,109

Expenses & distributions

Benefits paid / distributions
$42,024,452
Total expenses
$43,008,340
Net increase / (decrease)
$55,201,769

Coverage

Total reported participants
24,473
Plans with financial statements
19
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anderson, SC 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 Anderson, SC
PlanSponsorReported assets (EOY)Year
Anmed Health Retirement Savings PlanAnmed Health$219,477,2352023
Anmed Health 401(A) Retirement PlanAnmed Health$104,638,6642023
Savings Plan For Employees Of Plastic Omnium Auto Exteriors, L.L.C.Plastic Omnium Auto Exteriors, L.L.C.$54,993,4882023
Hmr Veterans Services, Inc. 401(K) PlanHmr Veterans Services, Inc.$32,921,0612023
Chomarat North America, LLC 401(K) PlanChomarat North America, LLC$14,054,8172023
Poly-Med, Inc. 401(K) Retirement PlanPoly-Med, Inc.$8,895,3802023
Anmed Health Plan, Inc. Retirement Savings PlanAnmed Health Plan, Inc.$6,508,4952023
Sp Orian, LLC 401(K) PlanSp Orian, LLC$5,027,0692023
Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Hospice Of The Upstate, Inc.Hospice Of The Upstate, Inc.$4,706,2952023
Mergon Corporation 401(K) Retirement PlanMergon Corporation$4,465,3002023
Fraenkische Usa, Lp 401(K) PlanFraenkische Usa Lp$3,374,3902023
Anderson Ophthalmology Profit-Sharing 401(K) PlanAnderson Ophthalmology, Pc$1,594,2212023
Upstate Tarheels, Inc. 401(K) PlanUpstate Tarheels, Inc.$1,105,9752023
Dcd Solutions Inc 401(K) PlanDcd Solutions Inc$882,3472023
Wsw Ventures Inc. Retirement PlanWsw Ventures Inc.$193,9472023
Elite Furniture Design Co. Retirement PlanElite Furniture Design Co.$177,5022023
Bkk&J Corporation Profit Sharing PlanBkk&J Corporation$20,8552023
Orian Rugs, Inc. 401(K) Retirement PlanOrian Rugs, Inc.$02023
Plastic Omnium Employee Benefit PlanPlastic Omnium Auto Exteriors, L.L.C.not reported in the loaded dataset2023
Pack Iq Dental Benefit PlanPack Iqnot reported in the loaded dataset2023
Mergon Corporation Employee Benefit PlanMergon Corporationnot reported in the loaded dataset2023
Hmr Veterans Services, Inc. Health And Welfare Benefit PlanHmr Veterans Services, Inc.not reported in the loaded dataset2023
Sp Orian, LLC Health And Welfare Benefit PlanSp Orian, LLCnot reported in the loaded dataset2023
Poly-Med, Inc. Employee Benefit PlanPoly-Med, Inc.not reported in the loaded dataset2023
Nfa Health Plus Employee Health Plan Of WestwindWestwindnot reported in the loaded dataset2023

Related Form 5500 pages