Calverton, 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, Calverton, NY has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $134,526,302 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$134,526,302
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$134,526,302

Contributions & income

Employer contributions
$4,008,434
Participant contributions
$8,504,190
Total income / additions
$33,268,658

Expenses & distributions

Benefits paid / distributions
$12,853,631
Total expenses
$13,311,570
Net increase / (decrease)
$19,957,088

Coverage

Total reported participants
3,107
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Calverton, 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 Calverton, NY
PlanSponsorReported assets (EOY)Year
Riverhead Building Supply Corp. 401(K) Savings PlanRiverhead Building Supply Corp.$68,677,4892023
Miller Environmental Group, Inc. 401(K) PlanMiller Environmental Group, Inc.$23,430,1002023
Riverhead Building Supply Corp 401(K) Plan For Union EmployeesRiverhead Building Supply Corp.$16,877,0772023
Hampton Jitney, Inc. 401(K) Retirement Savings PlanHampton Jitney, Inc.$9,725,9742023
Island International Industries Inc. 401(K) PlanIsland International Industries, Inc.$9,550,2852023
Electronic Payments Inc. 401(K) PlanElectronic Payments Inc.$6,265,3772023
Riverhead Building Supply Corp. Flex Ben (Sec. 125) & Welfare PlanRiverhead Building Supply Corp.not reported in the loaded dataset2023
Miller Environmental Group Health & Welfare PlanMiller Environmental Group, Incnot reported in the loaded dataset2023
Reilly Architectural Dental And Vision PlanMichael Reilly Design, LLCnot reported in the loaded dataset2023
Electronic Payments, Inc. Life And Disability PlanElectronic Payments, Inc.not reported in the loaded dataset2023

Related Form 5500 pages