Warsaw, 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, Warsaw, NY has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $134,958,125 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $134,958,125
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $134,958,125
Contributions & income
- Participant contributions
- $4,450,579
- Total income / additions
- $27,632,522
Expenses & distributions
- Benefits paid / distributions
- $14,874,139
- Total expenses
- $15,580,546
- Net increase / (decrease)
- $12,051,976
Coverage
- Total reported participants
- 2,754
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warsaw, 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 |
|---|---|---|---|
| Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System | Financial Institutions, Inc. | $71,594,861 | 2023 |
| Financial Institutions, Inc. 401(K) Plan | Financial Institutions, Inc. | $63,363,264 | 2023 |
| Financial Institutions Inc. , Health And Welfare Benefit Plan | Financial Institutions Inc | not reported in the loaded dataset | 2023 |
| Financial Institutions Inc. Health And Welfare Benefit Plan | Financial Institutions Inc | not reported in the loaded dataset | 2023 |
Largest plans in Warsaw → · Warsaw plans by participants → · Warsaw plans with financial data → · Warsaw plans with provider compensation → · $1B+ plans in Warsaw →
Related Form 5500 pages
- All NY Form 5500 filings
- Financial Institutions, Inc. Pension Plan As A Member Of The New York State Bankers Retirement System (plan 001)
- Financial Institutions, Inc. — all reported plans
- Financial Institutions, Inc. 401(K) Plan (plan 002)
- Financial Institutions Inc. , Health And Welfare Benefit Plan (plan 503)
- Financial Institutions Inc. Health And Welfare Benefit Plan (plan 504)
- Methodology
- Data sources