Ozone Park, 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, Ozone Park, NY has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $66,726,142 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
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,726,142
Total reported liabilities (EOY)
$524,889
Total reported net assets (EOY)
$81,496,874

Contributions & income

Employer contributions
$19,881,783
Participant contributions
$2,034,276
Total income / additions
$30,051,006

Expenses & distributions

Benefits paid / distributions
$12,167,623
Total expenses
$14,009,117
Net increase / (decrease)
$16,041,889

Coverage

Total reported participants
4,515
Plans with financial statements
7
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ozone Park, 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 Ozone Park, NY
PlanSponsorReported assets (EOY)Year
Building Services Local 2 - Welfare FundLocal 2, Building Service Employees & Factory Workers,Uswu-Iujat$23,926,4932023
Bctgm Atlantic Health And Welfare FundBoard Of Trustees Bctgm Atlantic Health And Welfare Fund$14,182,7962023
New Horizon Counseling Center, Inc. 401(K) Profit Sharing PlanNew Horizon Counseling Center$8,977,1532023
Building Services Local 2 Retirement Plan & TrustBuilding Services Local 2$8,503,6002023
Worksman Cycles Company, Inc. 401(K) PlanWorksman Cycles Company, Inc$4,012,0952023
James Funeral Home Of Queens, Inc. Profit Sharing PlanJames Funeral Home Of Queens, Inc.$3,625,7352023
Guardian Bus Company, Inc. 401(K) PlanGuardian Bus Company, Inc.$3,498,2702023
Lynn Agency, Inc Preventive Care Medical PlanLynn Agency, Incnot reported in the loaded dataset2023
Caring Home Care Health & Welfare PlanCaring Lhcsa, LLCnot reported in the loaded dataset2023
The New York Racing Association, Inc. Insured Health And Welfare PlanNew York Racing Association, Inc.not reported in the loaded dataset2023
The New York Racing Association, Inc. Self-Funded Health And Welfare PlanNew York Racing Association, Inc.not reported in the loaded dataset2023

Related Form 5500 pages