East Moriches, 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, East Moriches, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $63,293,195 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,293,195
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $63,293,195
Contributions & income
- Employer contributions
- $1,335,914
- Participant contributions
- $6,571,362
- Total income / additions
- $16,450,465
Expenses & distributions
- Benefits paid / distributions
- $5,710,019
- Total expenses
- $6,119,475
- Net increase / (decrease)
- $10,330,990
Coverage
- Total reported participants
- 4,562
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Moriches, 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 |
|---|---|---|---|
| 403(B) Retirement Plan For Ighl & Cdd | Independent Group Home Living Program, Inc. | $46,253,461 | 2023 |
| Independent Group Home Living Program, Inc. 401(A) | Independent Group Home Living Program, Inc. | $17,039,734 | 2023 |
| Tate'S Wholesale, LLC Welfare Benefit Plan | Tates Wholesale, LLC | not reported in the loaded dataset | 2023 |
Largest plans in East Moriches → · East Moriches plans by participants → · East Moriches plans with financial data → · East Moriches plans with provider compensation → · $1B+ plans in East Moriches →
Related Form 5500 pages
- All NY Form 5500 filings
- 403(B) Retirement Plan For Ighl & Cdd (plan 002)
- Independent Group Home Living Program, Inc. — all reported plans
- Independent Group Home Living Program, Inc. 401(A) (plan 001)
- Tate'S Wholesale, LLC Welfare Benefit Plan (plan 501)
- Tates Wholesale, LLC — all reported plans
- Methodology
- Data sources