Briarcliff Manor, 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, Briarcliff Manor, NY has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $537,224,051 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $537,224,051
- Total reported liabilities (EOY)
- $10,668,861
- Total reported net assets (EOY)
- $526,555,190
Contributions & income
- Employer contributions
- $36,850,936
- Participant contributions
- $3,796,198
- Total income / additions
- $101,738,932
Expenses & distributions
- Benefits paid / distributions
- $50,183,702
- Total expenses
- $53,431,720
- Net increase / (decrease)
- $48,307,212
Coverage
- Total reported participants
- 4,145
- Plans with financial statements
- 13
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Briarcliff Manor, 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 |
|---|---|---|---|
| Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | $242,709,931 | 2023 |
| I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r | Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | $235,276,622 | 2023 |
| Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio | Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r | $36,069,279 | 2023 |
| Pension Plan For Employees Of Local 137,137a, 137b,137c,137r Iuoe, Afl-Cio | Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio | $6,226,555 | 2023 |
| Pension Plan For Employees Of Local 137 Benefit Funds | The Welfare Plan Of The Iuoe Local 137,137a,137b,137r Iuoe, Afl-Cio | $5,797,847 | 2023 |
| Saw Mill Capital LLC 401(K) Plan | Saw Mill Capital LLC | $5,393,102 | 2023 |
| D.C. Heller & Company, Inc. 401(K) Profit Sharing Plan | D C Heller & Co Inc 401(K)/ Psp | $2,395,823 | 2023 |
| Beechmont Holding Corp. Retirement Plan | Beechmont Holding Corp. | $1,736,792 | 2023 |
| Rogers & Rogers 401(K) Plan | Rogers & Rogers, Esq. | $1,022,449 | 2023 |
| Westchester Well Being, Inc. Profit Sharing Plan | Westchester Well Being, Inc. | $303,969 | 2023 |
| Madandy Inc 401(K) Plan | Madandy Inc | $200,730 | 2023 |
| Cogente, Inc. Retirement Plan | Cogente, Inc. | $79,180 | 2023 |
| Retiree Plan Of The Iuoe Local 137 Welfare Fund | Bd Of Trustees Retiree Plan Of The Iuoe Local 137 Welfare Fund | $11,772 | 2023 |
| Association For Mentally Ill Children Of Westchester Employee Benefit Plan | Association For Mentally Ill Children Of Westchester | not reported in the loaded dataset | 2023 |
Largest plans in Briarcliff Manor → · Briarcliff Manor plans by participants → · Briarcliff Manor plans with financial data → · Briarcliff Manor plans with provider compensation → · $1B+ plans in Briarcliff Manor →
Related Form 5500 pages
- All NY Form 5500 filings
- Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio (plan 001)
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio — all reported plans
- I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r (plan 001)
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r — all reported plans
- Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio (plan 501)
- Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r — all reported plans
- Pension Plan For Employees Of Local 137,137a, 137b,137c,137r Iuoe, Afl-Cio (plan 001)
- Iuoe Local 137, 137a, 137b, 137c, 137r, Afl-Cio — all reported plans
- Pension Plan For Employees Of Local 137 Benefit Funds (plan 001)
- Saw Mill Capital LLC 401(K) Plan (plan 001)
- Saw Mill Capital LLC — all reported plans
- D.C. Heller & Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- D C Heller & Co Inc 401(K)/ Psp — all reported plans
- Beechmont Holding Corp. Retirement Plan (plan 001)
- Beechmont Holding Corp. — all reported plans
- Rogers & Rogers 401(K) Plan (plan 001)
- Rogers & Rogers, Esq. — all reported plans
- Westchester Well Being, Inc. Profit Sharing Plan (plan 001)
- Westchester Well Being, Inc. — all reported plans
- Madandy Inc 401(K) Plan (plan 001)
- Madandy Inc — all reported plans
- Cogente, Inc. Retirement Plan (plan 001)
- Cogente, Inc. — all reported plans
- Retiree Plan Of The Iuoe Local 137 Welfare Fund (plan 502)
- Association For Mentally Ill Children Of Westchester Employee Benefit Plan (plan 501)
- Association For Mentally Ill Children Of Westchester — all reported plans
- Methodology
- Data sources