New Berlin, 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, New Berlin, NY has 11 loaded benefit plan(s) reported by 3 plan sponsor(s), with $281,683,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$281,683,266
Total reported liabilities (EOY)
$13,104,000
Total reported net assets (EOY)
$268,579,266

Contributions & income

Employer contributions
$9,747,809
Participant contributions
$17,497,957
Total income / additions
$71,946,385

Expenses & distributions

Benefits paid / distributions
$21,614,740
Total expenses
$22,329,485
Net increase / (decrease)
$49,616,900

Coverage

Total reported participants
8,611
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Berlin, 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 New Berlin, NY
PlanSponsorReported assets (EOY)Year
Chobani Global Holdings, LLC 401(K) Profit Sharing Plan & TrustChobani Global Holdings, LLC$147,745,4082023
Preferred Mutual Insurance Company Retirement Benefit Accumulation PlanPreferred Mutual Insurance Company$49,401,8222023
Preferred Mutual Insurance Company Employees' Cash And Deferred Savings Profit Sharing PlanPreferred Mutual Insurance Company$44,356,6222023
Golden Artist Colors, Inc. 401k Profit SharingGolden Artist Colors, Inc.$24,160,2312023
Golden Artist Colors, Inc. Employee Stock Ownership PlanGolden Artist Colors, Inc.$16,019,1832023
Preferred Mutual Dental & Vision PlanPreferred Mutual Insurance Companynot reported in the loaded dataset2023
Preferred Mutual Long Term DisabilityPreferred Mutual Insurance Companynot reported in the loaded dataset2023
Preferred Mutual Medical BenefitsPreferred Mutual Insurance Companynot reported in the loaded dataset2023
Preferred Mutual Insurance Company Life Insurance ProgramPreferred Mutual Insurance Companynot reported in the loaded dataset2023
Golden Artist Colors Inc. Welfare Benefit PlanGolden Artist Colors, Incnot reported in the loaded dataset2023
Chobani Health And Welfare PlanChobani Global Holdingsnot reported in the loaded dataset2023

Related Form 5500 pages