Mountainville, 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, Mountainville, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $173,805,161 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $173,805,161
- Total reported liabilities (EOY)
- $5,764,902
- Total reported net assets (EOY)
- $168,040,259
Contributions & income
- Employer contributions
- $17,619,012
- Participant contributions
- $3,475,466
- Total income / additions
- $44,959,505
Expenses & distributions
- Benefits paid / distributions
- $17,988,775
- Total expenses
- $19,031,899
- Net increase / (decrease)
- $25,927,606
Coverage
- Total reported participants
- 2,268
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountainville, 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 |
|---|---|---|---|
| Plumbers & Steamfitters Pension Fund Local Union 373 | Board Of Trustees Local Union 373 U.A. Pension Fund | $68,180,069 | 2023 |
| Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. 401(K) Profit Sharing Plan And Trust | Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. | $47,177,008 | 2023 |
| Local Union 373 U.A. Annuity Fund | Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu | $43,499,825 | 2023 |
| Health & Welfare Fund Of Local Union 373 U.A. | Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. | $14,948,259 | 2023 |
| Jlci 401k | Jlc Youngs, Inc. | $0 | 2023 |
| Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. Health And Welfare Benefit Plan Spy | Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. | not reported in the loaded dataset | 2023 |
Largest plans in Mountainville → · Mountainville plans by participants → · Mountainville plans with financial data → · Mountainville plans with provider compensation → · $1B+ plans in Mountainville →
Related Form 5500 pages
- All NY Form 5500 filings
- Plumbers & Steamfitters Pension Fund Local Union 373 (plan 001)
- Board Of Trustees Local Union 373 U.A. Pension Fund — all reported plans
- Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. — all reported plans
- Local Union 373 U.A. Annuity Fund (plan 001)
- Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu — all reported plans
- Health & Welfare Fund Of Local Union 373 U.A. (plan 501)
- Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. — all reported plans
- Jlci 401k (plan 001)
- Jlc Youngs, Inc. — all reported plans
- Tectonic Engineering Consultants, Geologists & Land Surveyors, D.P.C. Health And Welfare Benefit Plan Spy (plan 502)
- Methodology
- Data sources