Roosevelt, 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, Roosevelt, NY has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,924,381 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,924,381
- Total reported liabilities (EOY)
- $163,270
- Total reported net assets (EOY)
- $51,761,111
Contributions & income
- Employer contributions
- $1,810,786
- Participant contributions
- $1,551,382
- Total income / additions
- $9,409,233
Expenses & distributions
- Benefits paid / distributions
- $5,378,907
- Total expenses
- $5,837,413
- Net increase / (decrease)
- $3,571,820
Coverage
- Total reported participants
- 2,860
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roosevelt, 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 |
|---|---|---|---|
| 403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc. | United Cerebral Palsy Association Of Nassau County, Inc. | $26,459,864 | 2023 |
| United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust | United Cerebral Palsy Association Of Nassau County | $18,099,751 | 2023 |
| Roosevelt Children'S Academy Charter School 401(K) Plan | Roosevelt Children'S Academy Charter School | $3,842,695 | 2023 |
| Roosevelt Children'S Academy Charter School Cash Balance Plan | Roosevelt Children'S Academy Charter School | $3,522,071 | 2023 |
| Cerebral Palsy Association Of Nassau County, Inc. Employee Benefits | Cerebral Palsy Association Of Nassau County, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Roosevelt → · Roosevelt plans by participants → · Roosevelt plans with financial data → · Roosevelt plans with provider compensation → · $1B+ plans in Roosevelt →
Related Form 5500 pages
- All NY Form 5500 filings
- 403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc. (plan 002)
- United Cerebral Palsy Association Of Nassau County, Inc. — all reported plans
- United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust (plan 001)
- Roosevelt Children'S Academy Charter School 401(K) Plan (plan 001)
- Roosevelt Children'S Academy Charter School — all reported plans
- Roosevelt Children'S Academy Charter School Cash Balance Plan (plan 002)
- Cerebral Palsy Association Of Nassau County, Inc. Employee Benefits (plan 502)
- Methodology
- Data sources