Aurora, 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, Aurora, NY has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $56,387,296 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,387,296
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$56,387,296

Contributions & income

Employer contributions
$670,994
Participant contributions
$1,440,911
Total income / additions
$9,168,181

Expenses & distributions

Benefits paid / distributions
$3,763,661
Total expenses
$3,881,423
Net increase / (decrease)
$5,286,758

Coverage

Total reported participants
1,286
Plans with financial statements
3
Plans with provider compensation
2

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

Largest loaded plans in Aurora, NY
PlanSponsorReported assets (EOY)Year
Wells College Tax Deferred Retirement PlanWells College$45,432,0142023
Mackenzie-Childs 401(K) PlanMackenzie-Childs, LLC$8,097,4732023
Inns Of Aurora, LLC 401(K) PlanInns Of Aurora, LLC$2,857,8092023
Wells College Health And Welfare Benefits PlanWells Collegenot reported in the loaded dataset2023
Mackenzie-Childs Welfare Benefits PlanMackenzie-Childs, LLCnot reported in the loaded dataset2023
Inns Of Aurora, LLC Ancillary Benefit PlanInns Of Aurora, LLCnot reported in the loaded dataset2023

Related Form 5500 pages