Plan5500

Strategic America, Inc. — 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, Strategic America, Inc. (EIN 42-1206760) is a plan sponsor located in West Des Moines, IA 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
42-1206760
Location
West Des Moines, IA
Loaded plans
6
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 Strategic America, Inc.

  • 6 loaded plans hold $26M in reported assets.
  • The largest, Strategic America, Inc. 401(K) Profit Sharing Plan, holds 90% of this company's reported plan assets.
  • Plans cover 790 reported participants.
  • 2 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.9MSummed across loaded plans$10,938,526
Total reported assets$26M$26,029,741
Total reported participants790
Total reported liabilities$15.1M$15,091,215

Reported net position

Reported assets = net assets + liabilities (summed)$26M total assets
Net assets$10.9MLiabilities$15.1M
Contributions & income
Employer contributions$788.1K
Participant contributions$1.1M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$4.1M
Net increase / (decrease)$61.6K

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation1 / 6 (17%)

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 assets90%Strategic America, Inc. 401(K) Profit Sharing Plan
Participants per plan132Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Strategic America, Inc. 401(K) Profit Sharing Plan$23.4M
    Plan #001 · 183 participants · 2023
  2. 2
    Strategic America, Inc. Employee Stock Ownership Plan$2.6M
    Plan #002 · 117 participants · 2023
  3. 3
    Strategic America Ubc, Life And Ad&D Plannot reported in the loaded dataset
    Plan #502 · 129 participants · 2023
  4. 4
    Strategic America, Inc. Long Term Disability Plannot reported in the loaded dataset
    Plan #503 · 129 participants · 2023
  5. 5
    Strategic America, Inc. Eap Plannot reported in the loaded dataset
    Plan #505 · 129 participants · 2023
  6. 6
    Strategic America, Inc. Medical And Dental Plannot reported in the loaded dataset
    Plan #504 · 103 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 Strategic America, Inc.. Open one for its full reported snapshot.

  1. 2023
    Strategic America Ubc, Life And Ad&D Plan129 participants · 2No schedules
    View filing →
  2. 2023
    Strategic America, Inc. Long Term Disability Plan129 participants · 2No schedules
    View filing →
  3. 2023
    Strategic America, Inc. Medical And Dental Plan103 participants · 2No schedules
    View filing →
  4. 2023
    Strategic America, Inc. 401(K) Profit Sharing Plan183 participants · 2Sch HSch C
    View filing →
  5. 2023
    Strategic America, Inc. Employee Stock Ownership Plan117 participants · 2Sch H
    View filing →
  6. 2023
    Strategic America, Inc. Eap Plan129 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Strategic America, Inc. report on Form 5500?
Strategic America, Inc. (EIN 42-1206760) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Strategic America, Inc.?
The Employer Identification Number (EIN) reported for Strategic America, Inc. is 42-1206760.
What is the latest Form 5500 filing year for Strategic America, Inc.?
The latest loaded Form 5500 filing year for Strategic America, Inc. is 2023.

Related Form 5500 pages