Harriman, 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, Harriman, NY has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $373,227,031 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)
$373,227,031
Total reported liabilities (EOY)
$12,567,554
Total reported net assets (EOY)
$360,659,477

Contributions & income

Employer contributions
$47,061,189
Participant contributions
$1,950,284
Total income / additions
$88,941,503

Expenses & distributions

Benefits paid / distributions
$45,981,904
Total expenses
$50,552,948
Net increase / (decrease)
$38,388,555

Coverage

Total reported participants
6,086
Plans with financial statements
6
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harriman, 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 Harriman, NY
PlanSponsorReported assets (EOY)Year
Ibew Local 363-Money Purchase Pension PlanIbew Local 363 Money Purchase Pension Plan$150,506,6732023
Ibew Local Union 363 PensionIbew Lu 363 Pension$143,925,1002023
Ibew Local 363 Welfare PlanTrustees Of Ibew Local 363-Welfare$55,678,4392023
Ibew Local 363 Joint Apprenticeship Training FundIbew Local 363 Joint Apprenticeship Training Fund$9,546,7782023
Ibew Lu 363 Supplement Unemployment Benefit FundTrustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund$7,654,4822023
Local 363 Ibew Supply House Employee Pension FundLocal 363 Ibew Supply House Employee Pension Fund Ttees$5,915,5592023

Related Form 5500 pages