Holtsville, 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, Holtsville, NY has 15 loaded benefit plan(s) reported by 8 plan sponsor(s), with $794,892,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $794,892,932
- Total reported liabilities (EOY)
- $13,257,888
- Total reported net assets (EOY)
- $781,635,044
Contributions & income
- Employer contributions
- $90,593,055
- Participant contributions
- $5,284,351
- Total income / additions
- $187,138,281
Expenses & distributions
- Benefits paid / distributions
- $72,822,841
- Total expenses
- $79,308,767
- Net increase / (decrease)
- $107,829,514
Coverage
- Total reported participants
- 18,215
- Plans with financial statements
- 10
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holtsville, 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 |
|---|---|---|---|
| Ibew Local 1049 Craft Annuity Fund | Board Of Trustees Ibew Local 1049 | $308,078,930 | 2023 |
| Electrician'S Retirement Fund | The Building Industry Electrical Contractors Association, Inc. | $204,392,390 | 2023 |
| I.B.E.W. Local 1049 Craft Division Health & Welfare Fund | Board Of Trustees I.B.E.W. Local 1049 | $111,919,620 | 2023 |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | $104,863,317 | 2023 |
| Carco Group, Inc. Profit Sharing And 401(K) Plan | Carco Group, Inc. | $33,550,929 | 2023 |
| Building Trades Welfare Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | $19,763,174 | 2023 |
| Island Nursing And Rehab Center Retirement Plan | Island Nursing And Rehab Center | $5,918,619 | 2023 |
| Building Trades Educational Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | $5,896,235 | 2023 |
| I.B.E.W. Local 1049 Vacation Fund | Board Of Trustees I.B.E.W. Local | $502,880 | 2023 |
| C & C Burgers Inc. Retirement Plan | C & C Burgers Inc. | $6,838 | 2023 |
| Dicarlo Distributors, Inc. Health Plan | Dicarlo Distributors, Inc. | not reported in the loaded dataset | 2023 |
| Precheck Health & Welfare Benefit Plan | Carco Group, Inc. | not reported in the loaded dataset | 2023 |
| Carco Group, Inc. Life And Disability Plan | Carco Group, Inc. | not reported in the loaded dataset | 2023 |
| Carco Group, Inc. Dental Plan | Carco Group, Inc. | not reported in the loaded dataset | 2023 |
| Carco Group, Inc. Health Plan | Carco Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Holtsville → · Holtsville plans by participants → · Holtsville plans with financial data → · Holtsville plans with provider compensation → · $1B+ plans in Holtsville →
Related Form 5500 pages
- All NY Form 5500 filings
- Ibew Local 1049 Craft Annuity Fund (plan 001)
- Board Of Trustees Ibew Local 1049 — all reported plans
- Electrician'S Retirement Fund (plan 001)
- The Building Industry Electrical Contractors Association, Inc. — all reported plans
- I.B.E.W. Local 1049 Craft Division Health & Welfare Fund (plan 501)
- Board Of Trustees I.B.E.W. Local 1049 — all reported plans
- Building Trades Annuity Benefit Fund (plan 002)
- Carco Group, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Carco Group, Inc. — all reported plans
- Building Trades Welfare Benefit Fund (plan 501)
- Island Nursing And Rehab Center Retirement Plan (plan 001)
- Island Nursing And Rehab Center — all reported plans
- Building Trades Educational Benefit Fund (plan 502)
- I.B.E.W. Local 1049 Vacation Fund (plan 502)
- Board Of Trustees I.B.E.W. Local — all reported plans
- C & C Burgers Inc. Retirement Plan (plan 001)
- C & C Burgers Inc. — all reported plans
- Dicarlo Distributors, Inc. Health Plan (plan 501)
- Dicarlo Distributors, Inc. — all reported plans
- Precheck Health & Welfare Benefit Plan (plan 501)
- Carco Group, Inc. Life And Disability Plan (plan 502)
- Carco Group, Inc. Dental Plan (plan 503)
- Carco Group, Inc. Health Plan (plan 504)
- Methodology
- Data sources