Albion, NY 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, Albion, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $10,431,805 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,431,805
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,431,805
Contributions & income
- Employer contributions
- $284,097
- Participant contributions
- $662,839
- Total income / additions
- $2,358,983
Expenses & distributions
- Benefits paid / distributions
- $946,516
- Total expenses
- $1,013,699
- Net increase / (decrease)
- $1,345,284
Coverage
- Total reported participants
- 716
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albion, NY 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 |
|---|---|---|---|
| Claims Recovery Financial Services 401k Plan | Claims Recovery Financial Services LLC | $4,666,169 | 2023 |
| 403(B) Thrift Plan Of Community Action Of Orleans And Genesee, Inc. | Community Action Of Orleans And Genesee, Inc. | $3,779,116 | 2023 |
| Sungrow Albion LLC 401(K) Profit Sharing Plan & Trust | Sungrow Albion LLC | $1,986,520 | 2023 |
| Northern Frontier Logistics 401k Profit Sharing Plan & Trust | Northern Frontier Logistics Corp | $0 | 2023 |
| Claims Recovery Financial Services Life And Disability | Claims Recovery Financial Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Albion → · Albion plans by participants → · Albion plans with financial data → · Albion plans with provider compensation → · $1B+ plans in Albion →
Related Form 5500 pages
- All NY Form 5500 filings
- Claims Recovery Financial Services 401k Plan (plan 001)
- Claims Recovery Financial Services LLC — all reported plans
- 403(B) Thrift Plan Of Community Action Of Orleans And Genesee, Inc. (plan 001)
- Community Action Of Orleans And Genesee, Inc. — all reported plans
- Sungrow Albion LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Sungrow Albion LLC — all reported plans
- Northern Frontier Logistics 401k Profit Sharing Plan & Trust (plan 001)
- Northern Frontier Logistics Corp — all reported plans
- Claims Recovery Financial Services Life And Disability (plan 502)
- Methodology
- Data sources