Palmyra, 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, Palmyra, WI has 5 loaded benefit plan(s) reported by 1 plan sponsor(s), with $115,128,296 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$115,128,296
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$115,128,296

Contributions & income

Employer contributions
$7,556,064
Participant contributions
$4,476,144
Total income / additions
$30,445,151

Expenses & distributions

Benefits paid / distributions
$8,207,480
Total expenses
$8,387,906
Net increase / (decrease)
$22,057,245

Coverage

Total reported participants
2,463
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palmyra, 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 Palmyra, WI
PlanSponsorReported assets (EOY)Year
Standard Process Inc. 401k And Profit Sharing PlanStandard Process Inc.$115,128,2962023
Life & Accidental Death & DismembermentStandard Process Incnot reported in the loaded dataset2023
Disability Income PlanStandard Process Incnot reported in the loaded dataset2023
Standard Process Inc Employee Health Care PlanStandard Process Incnot reported in the loaded dataset2023
Standard Process Inc Flexible Benefit PlanStandard Process Incnot reported in the loaded dataset2023

Related Form 5500 pages