Brookville, 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, Brookville, NY has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,109,707,301 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)
- $1,109,707,301
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $1,109,707,301
Contributions & income
- Employer contributions
- $9,647,955
- Participant contributions
- $10,865,810
- Total income / additions
- $153,366,659
Expenses & distributions
- Benefits paid / distributions
- $66,912,040
- Total expenses
- $67,394,506
- Net increase / (decrease)
- $85,972,153
Coverage
- Total reported participants
- 11,318
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookville, 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 |
|---|---|---|---|
| Long Island University Retirement Plan | Long Island University | $1,035,793,984 | 2023 |
| Associated Employers For The Help Of The Developmentally Disabled 403(B) Plan | Nassau County Ahrc Foundation, Inc. | $70,970,634 | 2023 |
| Shg Planning, Inc. 401(K) Plan | Shg Planning, Inc. | $2,942,683 | 2023 |
| Long Island University Welfare Benefits Plan | Long Island University | not reported in the loaded dataset | 2023 |
| Long Island University Retiree Medical Plan | Long Island University | not reported in the loaded dataset | 2023 |
| Nysarc Inc. - Nassau County Chapter Employee Welfare Plan | Nysarc Inc. - Nassau County Chapter | not reported in the loaded dataset | 2023 |
Largest plans in Brookville → · Brookville plans by participants → · Brookville plans with financial data → · Brookville plans with provider compensation → · $1B+ plans in Brookville →
Related Form 5500 pages
- All NY Form 5500 filings
- Long Island University Retirement Plan (plan 080)
- Long Island University — all reported plans
- Associated Employers For The Help Of The Developmentally Disabled 403(B) Plan (plan 002)
- Nassau County Ahrc Foundation, Inc. — all reported plans
- Shg Planning, Inc. 401(K) Plan (plan 002)
- Shg Planning, Inc. — all reported plans
- Long Island University Welfare Benefits Plan (plan 501)
- Long Island University Retiree Medical Plan (plan 502)
- Nysarc Inc. - Nassau County Chapter Employee Welfare Plan (plan 501)
- Methodology
- Data sources