East Troy, WI 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, East Troy, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,183,500 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $26,183,500
- Total reported liabilities (EOY)
- $7,641
- Total reported net assets (EOY)
- $26,175,859
Contributions & income
- Employer contributions
- $99,265
- Participant contributions
- $0
- Total income / additions
- $2,839,178
Expenses & distributions
- Benefits paid / distributions
- $2,185,302
- Total expenses
- $2,508,816
- Net increase / (decrease)
- $330,362
Coverage
- Total reported participants
- 655
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Troy, WI 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 |
|---|---|---|---|
| Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust | Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen | $26,028,957 | 2023 |
| Life Worth Living Inc. 401(K) Plan | Life Worth Living Inc. | $154,543 | 2023 |
| Accurate Housing Systems, Inc. Life Plan | Accurate Housing Systems, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in East Troy → · East Troy plans by participants → · East Troy plans with financial data → · East Troy plans with provider compensation → · $1B+ plans in East Troy →
Related Form 5500 pages
- All WI Form 5500 filings
- Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust (plan 001)
- Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen — all reported plans
- Life Worth Living Inc. 401(K) Plan (plan 001)
- Life Worth Living Inc. — all reported plans
- Accurate Housing Systems, Inc. Life Plan (plan 501)
- Accurate Housing Systems, Inc. — all reported plans
- Methodology
- Data sources