Chappaqua, 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, Chappaqua, NY has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $93,778,884 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $93,778,884
- Total reported liabilities (EOY)
- $2,374,045
- Total reported net assets (EOY)
- $91,404,839
Contributions & income
- Employer contributions
- $16,166,063
- Participant contributions
- $475,089
- Total income / additions
- $31,846,097
Expenses & distributions
- Benefits paid / distributions
- $18,071,850
- Total expenses
- $20,592,903
- Net increase / (decrease)
- $11,253,194
Coverage
- Total reported participants
- 5,899
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chappaqua, 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 |
|---|---|---|---|
| Local 808 Ibt Pension Plan | Joint Board Of Trustees Of Local 808 Ibt Pension Fund | $70,950,423 | 2023 |
| Local 808 I. B. T. Health & Welfare Fund | Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund | $13,738,547 | 2023 |
| Chappaqua Transportation, Inc. Profit Sharing Plan | Chappaqua Transportation, Inc. | $3,515,236 | 2023 |
| Samalin Investment Counsel, LLC 401k Profit Sharing Plan | Samalin Investment Counsel, LLC | $3,325,188 | 2023 |
| Noi Due, Inc. 401(K) Profit Sharing Plan And Trust | Noi Due, Inc. | $1,385,030 | 2023 |
| Lipari Mangiameli Partnership 401 K Safe Harbor Profit Sharing Plan | Lipari Mangiameli Partnership | $864,460 | 2023 |
| Caremount Health Solutions LLC Welfare Benefits Plan | Caremount Health Solutions, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Chappaqua → · Chappaqua plans by participants → · Chappaqua plans with financial data → · Chappaqua plans with provider compensation → · $1B+ plans in Chappaqua →
Related Form 5500 pages
- All NY Form 5500 filings
- Local 808 Ibt Pension Plan (plan 001)
- Joint Board Of Trustees Of Local 808 Ibt Pension Fund — all reported plans
- Local 808 I. B. T. Health & Welfare Fund (plan 501)
- Board Of Trustees, Local 808 I.B.T. Health & Welfare Fund — all reported plans
- Chappaqua Transportation, Inc. Profit Sharing Plan (plan 001)
- Chappaqua Transportation, Inc. — all reported plans
- Samalin Investment Counsel, LLC 401k Profit Sharing Plan (plan 001)
- Samalin Investment Counsel, LLC — all reported plans
- Noi Due, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Noi Due, Inc. — all reported plans
- Lipari Mangiameli Partnership 401 K Safe Harbor Profit Sharing Plan (plan 003)
- Lipari Mangiameli Partnership — all reported plans
- Caremount Health Solutions LLC Welfare Benefits Plan (plan 501)
- Caremount Health Solutions, LLC — all reported plans
- Methodology
- Data sources