Ogdensburg, 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, Ogdensburg, NY has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $131,836,162 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $131,836,162
- Total reported liabilities (EOY)
- $20,609
- Total reported net assets (EOY)
- $131,815,553
Contributions & income
- Employer contributions
- $5,224,692
- Participant contributions
- $4,398,367
- Total income / additions
- $26,627,339
Expenses & distributions
- Benefits paid / distributions
- $13,227,047
- Total expenses
- $14,598,248
- Net increase / (decrease)
- $12,029,091
Coverage
- Total reported participants
- 4,149
- Plans with financial statements
- 5
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ogdensburg, 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 |
|---|---|---|---|
| Claxton-Hepburn Medical Center 403b Retirement Plan | Claxton-Hepburn Medical Center | $81,272,108 | 2023 |
| Retirement Plan For Employees Of Claxton-Hepburn Medical Center | Claxton-Hepburn Medical Center | $34,664,487 | 2023 |
| United Helpers 401(K) Retirement Plan | United Helpers Management Company, Inc. | $8,672,981 | 2023 |
| United Helpers Group Health Plan Trust | United Helpers Management Company | $4,418,858 | 2023 |
| Bill Rapp 401(K) Profit Sharing Plan And Trust | B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg | $2,807,728 | 2023 |
| Claxton-Hepburn Medical Center Group Health Benefit Plan | Claxton-Hepburn Medical Center | not reported in the loaded dataset | 2023 |
| Claxton-Hepburn Medical Center Welfare Benefit Plan | Claxton-Hepburn Medical Center | not reported in the loaded dataset | 2023 |
| Bill Rapp, Inc. Welfare Benefit Plan | Bill Rapp, Inc. | not reported in the loaded dataset | 2023 |
| Ross Video, Inc. Health & Welfare Benefit Plan | Ross Video, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Ogdensburg → · Ogdensburg plans by participants → · Ogdensburg plans with financial data → · Ogdensburg plans with provider compensation → · $1B+ plans in Ogdensburg →
Related Form 5500 pages
- All NY Form 5500 filings
- Claxton-Hepburn Medical Center 403b Retirement Plan (plan 004)
- Claxton-Hepburn Medical Center — all reported plans
- Retirement Plan For Employees Of Claxton-Hepburn Medical Center (plan 001)
- United Helpers 401(K) Retirement Plan (plan 003)
- United Helpers Management Company, Inc. — all reported plans
- United Helpers Group Health Plan Trust (plan 505)
- Bill Rapp 401(K) Profit Sharing Plan And Trust (plan 001)
- B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg — all reported plans
- Claxton-Hepburn Medical Center Group Health Benefit Plan (plan 501)
- Claxton-Hepburn Medical Center Welfare Benefit Plan (plan 502)
- Bill Rapp, Inc. Welfare Benefit Plan (plan 501)
- Bill Rapp, Inc. — all reported plans
- Ross Video, Inc. Health & Welfare Benefit Plan (plan 501)
- Ross Video, Inc. — all reported plans
- Methodology
- Data sources