Plan5500

North Fork Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, North Fork Holdings, Inc. (EIN 27-1627713) is a plan sponsor located in Schaumburg, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1627713
Location
Schaumburg, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for North Fork Holdings, Inc.

  • 2 loaded plans hold $7.6M in reported assets.
  • The largest, North Fork Holdings, Inc. 401(K) Ret. Plan, holds 100% of this company's reported plan assets.
  • Plans cover 413 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,608,986
Total reported assets$7.6M$7,608,986
Total reported participants413
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities$0
Contributions & income
Employer contributions$215.4K
Participant contributions$1.3M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$181K
Total expenses$203K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%North Fork Holdings, Inc. 401(K) Ret. Plan
Participants per plan207Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    North Fork Holdings, Inc. 401(K) Ret. Plan$7.6M
    Plan #001 · 258 participants · 2023
  2. 2
    North Fork Holdings, LLC Dba The Shelby Group Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 155 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for North Fork Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    North Fork Holdings, LLC Dba The Shelby Group Employee Benefits Plan155 participants · 2No schedules
    View filing →
  2. 2023
    North Fork Holdings, Inc. 401(K) Ret. Plan258 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does North Fork Holdings, Inc. report on Form 5500?
North Fork Holdings, Inc. (EIN 27-1627713) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for North Fork Holdings, Inc.?
The Employer Identification Number (EIN) reported for North Fork Holdings, Inc. is 27-1627713.
What is the latest Form 5500 filing year for North Fork Holdings, Inc.?
The latest loaded Form 5500 filing year for North Fork Holdings, Inc. is 2023.

Related Form 5500 pages