Plan5500

Bedford Hills, 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, Bedford Hills, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $70,903,446 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Bedford Hills

  • 4 loaded plans hold $70.9M in reported assets across 3 sponsors.
  • The largest, Savatree, LLC, holds 97% of reported Bedford Hills plan assets.
  • Plans cover 3,661 participants — about 915 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$68.5MSummed across loaded plans$68,509,701
Total reported assets$70.9M$70,903,446
Total reported participants3.7K3,661
Total reported liabilities$2.4M$2,393,745

Reported net position

Reported assets = net assets + liabilities (summed)$70.9M total assets
Net assets$68.5MLiabilities$2.4M
Contributions & income
Employer contributions$1.5M
Participant contributions$7.3M
Total income / additions$19.6M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8.1M
Net increase / (decrease)$11.5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bedford Hills, 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.

Computed from loaded plans

Bedford Hills market comparison

Largest plan share of assets97%Savatree, LLC
Participants per plan915Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bedford Hills

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

  1. 1
    Savatree, LLC$68.6M
    Savatree, LLC · 2023
  2. 2
    Robert M. Spano Plumbing & Heating, Inc. Profit Sharing Plan$2.2M
    Robert M. Spano Plumbing & Heating, Inc. · 2023
  3. 3
    Country Willow Ltd. Employee Stock Ownership Plan$78.9K
    Country Willow, Ltd. · 2023
  4. 4
    Savatree, LLC Employee Benefits Plannot reported in the loaded dataset
    Savatree, LLC · 2023

Largest plans in Bedford Hills → · Bedford Hills plans by participants → · Bedford Hills plans with financial data → · Bedford Hills plans with provider compensation → · $1B+ plans in Bedford Hills →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bedford Hills, NY?
4 plan(s) reported by 3 sponsor(s) are loaded for Bedford Hills, NY.

Related Form 5500 pages