Grantsburg, 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, Grantsburg, WI has 11 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,438,635 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,438,635
Total reported liabilities (EOY)
$224,076
Total reported net assets (EOY)
$21,214,559

Contributions & income

Employer contributions
$934,422
Participant contributions
$2,041,775
Total income / additions
$6,543,025

Expenses & distributions

Benefits paid / distributions
$1,947,587
Total expenses
$2,052,682
Net increase / (decrease)
$4,490,343

Coverage

Total reported participants
1,746
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grantsburg, 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

Largest loaded plans in Grantsburg, WI
PlanSponsorReported assets (EOY)Year
Burnett Dairy Co-Op 401(K) PlanBurnett Dairy Co-Op$9,775,8592023
Mcnally Industries, LLC 401(K) Savings PlanMcnally Industries, LLC$7,494,0992023
Burnett Medical Center 401(K) PlanBurnett Medical Center, Inc.$4,168,6772023
Group Health Insurance Benefits For Employees Of Burnett Medical CenterBurnett Medical Centernot reported in the loaded dataset2023
Group Dental Insurance Benefits For Employees Of Burnett Medical CenterBurnett Medical Centernot reported in the loaded dataset2023
Group Life Insurance For Employees Of Burnett Medical CenterBurnett Medical Centernot reported in the loaded dataset2023
Group Short Term Disability Insurance For Employees Of Burnett Medical CenterBurnett Medical Centernot reported in the loaded dataset2023
Burnett Dairy Cooperative Life And Disability PlanBurnett Dairy Cooperativenot reported in the loaded dataset2023
Burnett Dairy Cooperative Dental PlanBurnett Dairy Cooperativenot reported in the loaded dataset2023
Burnett Dairy Cooperative Vision PlanBurnett Dairy Cooperativenot reported in the loaded dataset2023
Burnett Dairy Cooperative Employee Health And Welfare Benefit PlanBurnett Dairy Cooperativenot reported in the loaded dataset2023

Related Form 5500 pages