Valley Stream, 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, Valley Stream, NY has 33 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,290,626,585 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,290,626,585
- Total reported liabilities (EOY)
- $43,865,172
- Total reported net assets (EOY)
- $1,249,523,224
Contributions & income
- Employer contributions
- $263,512,172
- Participant contributions
- $57,179,821
- Total income / additions
- $504,373,485
Expenses & distributions
- Benefits paid / distributions
- $320,753,085
- Total expenses
- $339,515,022
- Net increase / (decrease)
- $164,858,463
Coverage
- Total reported participants
- 77,734
- Plans with financial statements
- 28
- Plans with provider compensation
- 21
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley Stream, 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 |
|---|---|---|---|
| Division 1181 Atu- Ny Employees Pension Fund And Plan | Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund | $766,905,247 | 2023 |
| Nhca And Affiliates Retirement And Savings Plan | Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan | $196,278,506 | 2023 |
| Division 1181 Atu - New York Welfare Fund | Division 1181 Atu Ny Welfare Fund & Plan | $120,001,891 | 2023 |
| All Metro Health Care 401(K) Profit Sharing Plan And Trust | All Metro Health Care | $29,715,600 | 2023 |
| Local 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund) | Bd. Of Trustees Of Local 1931 Pension Fund | $27,148,898 | 2023 |
| Local 298 Health Benefit Fund I | Board Of Trustees Of Local 298 Health Benefit Fund 1 | $23,094,575 | 2023 |
| Local 22 Health Fund | Local 22 Health Fund | $21,780,044 | 2023 |
| Valley Stream Payroll Corp. 401k Plan | Valley Stream Payroll Corp. | $21,364,635 | 2023 |
| The Grand Healthcare System 401(K) Plan | Strauss Ventures, LLC D/B/A The Grand Healthcare System | $12,557,925 | 2023 |
| Local 298 Annuity Fund | Board Of Trustees Of Local 298 Annuity Fund | $11,717,596 | 2023 |
| International Shoppes, Inc. 401(K) Profit Sharing Plan | International Shoppes, Inc. | $11,265,566 | 2023 |
| Alba Wheels Up International, LLC 401(K) Profit Sharing Plan | Alba Wheels Up International, LLC | $9,967,495 | 2023 |
| Newport Sales, Inc./M&H Cosmetics, Inc. Profit Sharing Plan | Newport Sales, Inc. | $8,438,264 | 2023 |
| Triangle Services, Inc. 401(K) Profit Sharing Plan | Triangle Services, Inc | $6,082,338 | 2023 |
| Walker International 401(K) Plan | Walker International Transportation, L.L.C. | $6,000,392 | 2023 |
| Local 298 Health Benefit Fund Ii | Board Of Trustees Of Local 298 Health Benefit Fund Ii | $4,947,409 | 2023 |
| Team Laurino 401(K) Plan | Gsl Conduit Food Company, Inc. | $3,159,984 | 2023 |
| Emerald Healthcare, LLC 401(K) Plan | Emerald Healthcare, LLC | $2,057,318 | 2023 |
| Local 426 Health Benefit Fund | Board Of Trustees Of Local 426 Health Benefit Fund | $1,738,659 | 2023 |
| Ne 11 Holdings Opco LLC 401(K) Plan | Ne 11 Holdings Opco LLC | $1,605,869 | 2023 |
| James D. Ciancarelli, Dmd, Pc Retirement Plan | James D. Ciancarelli, Dmd, Pc | $1,327,900 | 2023 |
| Healthcare Services 401(K) Plan | Priority Care Group, LLC | $1,188,225 | 2023 |
| National Health Care Assoc., Inc. & Affiliates Voluntary Employee Benefit Assoc. Plan | Riverside Health Care Center, Inc. | $1,169,305 | 2023 |
| Echeverria Enterprises, Inc. 401k Profit Sharing Plan | Echeverria Enterprises, Inc. | $583,536 | 2023 |
| Applied Behavioral Mental Health Counseling, Pc 401(K) Plan | Applied Behavioral Mental Health Counseling, Pc | $244,979 | 2023 |
Largest plans in Valley Stream → · Valley Stream plans by participants → · Valley Stream plans with financial data → · Valley Stream plans with provider compensation → · $1B+ plans in Valley Stream →
Related Form 5500 pages
- All NY Form 5500 filings
- Division 1181 Atu- Ny Employees Pension Fund And Plan (plan 001)
- Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund — all reported plans
- Nhca And Affiliates Retirement And Savings Plan (plan 001)
- Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan — all reported plans
- Division 1181 Atu - New York Welfare Fund (plan 503)
- Division 1181 Atu Ny Welfare Fund & Plan — all reported plans
- All Metro Health Care 401(K) Profit Sharing Plan And Trust (plan 001)
- All Metro Health Care — all reported plans
- Local 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund) (plan 001)
- Bd. Of Trustees Of Local 1931 Pension Fund — all reported plans
- Local 298 Health Benefit Fund I (plan 501)
- Board Of Trustees Of Local 298 Health Benefit Fund 1 — all reported plans
- Local 22 Health Fund (plan 501)
- Local 22 Health Fund — all reported plans
- Valley Stream Payroll Corp. 401k Plan (plan 001)
- Valley Stream Payroll Corp. — all reported plans
- The Grand Healthcare System 401(K) Plan (plan 001)
- Strauss Ventures, LLC D/B/A The Grand Healthcare System — all reported plans
- Local 298 Annuity Fund (plan 002)
- Board Of Trustees Of Local 298 Annuity Fund — all reported plans
- International Shoppes, Inc. 401(K) Profit Sharing Plan (plan 001)
- International Shoppes, Inc. — all reported plans
- Alba Wheels Up International, LLC 401(K) Profit Sharing Plan (plan 002)
- Alba Wheels Up International, LLC — all reported plans
- Newport Sales, Inc./M&H Cosmetics, Inc. Profit Sharing Plan (plan 001)
- Newport Sales, Inc. — all reported plans
- Triangle Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Triangle Services, Inc — all reported plans
- Walker International 401(K) Plan (plan 001)
- Walker International Transportation, L.L.C. — all reported plans
- Methodology
- Data sources