Plan5500

Allendale Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Allendale Association (EIN 36-2177140) is a plan sponsor located in Lake Villa, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-2177140
Location
Lake Villa, IL
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allendale Association

  • 4 loaded plans hold $33.2M in reported assets.
  • The largest, Allendale Association Retirement Savings Plan, holds 79% of this company's reported plan assets.
  • Plans cover 1,202 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.2MSummed across loaded plans$33,171,148
Total reported assets$33.2M$33,171,148
Total reported participants1.2K1,202
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.2M total assets
Net assets$33.2MLiabilities$0
Contributions & income
Employer contributions$586.4K
Participant contributions$1.2M
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets79%Allendale Association Retirement Savings Plan
Participants per plan301Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Allendale Association Retirement Savings Plan$26.3M
    Plan #007 · 521 participants · 2023
  2. 2
    Defined Benefit Pension Plan Of The Allendale Association$6.8M
    Plan #001 · 204 participants · 2023
  3. 3
    Allendale Association Single-Employer Life, Accidental Death & Dismemberment Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 267 participants · 2023
  4. 4
    Allendale Association Medical Plannot reported in the loaded dataset
    Plan #504 · 210 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allendale Association. Open one for its full reported snapshot.

  1. 2023
    Allendale Association Single-Employer Life, Accidental Death & Dismemberment Long Term Disability Plan267 participants · 2No schedules
    View filing →
  2. 2023
    Allendale Association Medical Plan210 participants · 2No schedules
    View filing →
  3. 2023
    Defined Benefit Pension Plan Of The Allendale Association204 participants · 2Sch HSch C
    View filing →
  4. 2023
    Allendale Association Retirement Savings Plan521 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allendale Association report on Form 5500?
Allendale Association (EIN 36-2177140) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allendale Association?
The Employer Identification Number (EIN) reported for Allendale Association is 36-2177140.
What is the latest Form 5500 filing year for Allendale Association?
The latest loaded Form 5500 filing year for Allendale Association is 2023.

Related Form 5500 pages