Carle Place, 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, Carle Place, NY has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $144,345,571 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $144,345,571
- Total reported liabilities (EOY)
- $26,854,565
- Total reported net assets (EOY)
- $117,491,006
Contributions & income
- Employer contributions
- $210,597,126
- Participant contributions
- $2,438,715
- Total income / additions
- $234,990,710
Expenses & distributions
- Benefits paid / distributions
- $208,411,639
- Total expenses
- $210,463,442
- Net increase / (decrease)
- $24,527,268
Coverage
- Total reported participants
- 62,185
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carle Place, 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 |
|---|---|---|---|
| International Brotherhood Of Trade Unions Local 713 Health & Welfare Fund | Board Of Trustees Local 713 Health & Wel | $48,514,654 | 2023 |
| Rey Profit Sharing Plan And Trust | Easter Unlimited , Inc. | $38,346,594 | 2023 |
| International Brotherhood Of Trade Unions Local 713 Annuity Fund | Board Of Trustees Local 713 Annuity Fund | $28,708,768 | 2023 |
| Long Island Fqhc Inc. 401(K) Profit Sharing Plan And Trust | Long Island Fqhc Inc. | $13,826,479 | 2023 |
| City-Wide Sewer & Drain Service Corp. 401(K) Profit Sharing Plan | City-Wide Sewer & Drain Service Corp. | $9,631,041 | 2023 |
| Cte Incorporated 401(K) Plan | Cte Incorporated | $5,318,035 | 2023 |
Largest plans in Carle Place → · Carle Place plans by participants → · Carle Place plans with financial data → · Carle Place plans with provider compensation → · $1B+ plans in Carle Place →
Related Form 5500 pages
- All NY Form 5500 filings
- International Brotherhood Of Trade Unions Local 713 Health & Welfare Fund (plan 501)
- Board Of Trustees Local 713 Health & Wel — all reported plans
- Rey Profit Sharing Plan And Trust (plan 001)
- Easter Unlimited , Inc. — all reported plans
- International Brotherhood Of Trade Unions Local 713 Annuity Fund (plan 001)
- Board Of Trustees Local 713 Annuity Fund — all reported plans
- Long Island Fqhc Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Long Island Fqhc Inc. — all reported plans
- City-Wide Sewer & Drain Service Corp. 401(K) Profit Sharing Plan (plan 001)
- City-Wide Sewer & Drain Service Corp. — all reported plans
- Cte Incorporated 401(K) Plan (plan 001)
- Cte Incorporated — all reported plans
- Methodology
- Data sources