Catskill Teachers Association Benefit Trust — Form 5500 plan (Catskill Teachers Association Benefit Trust Fund)

Plain-English plan 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, Catskill Teachers Association Benefit Trust is a benefit plan reported by Catskill Teachers Association Benefit Trust Fund under EIN 74-3032986 and plan number 501. The latest loaded filing year is 2023. The filing reports 150 participants and $149,392 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$131.6KPlan net assets, end of year$131,642
Participants150Covered participants reported
Assets / participant$996Computed: assets ÷ participants$996 (computed)
Provider compensationNone reported
Plan sponsor
Catskill Teachers Association Benefit Trust Fund
EIN
74-3032986
Plan number
501
Plan type
2
Location
Leeds, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    150 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$149.4K total assets
Net assets$131.6KLiabilities$17.8K
Money in vs. money out
Total income / additions$223.6K
Total expenses$219.6K
Benefits paid / distributions$197.3K
Contributions
Employer$163.6K
Participant$57.8K
Full reported line items

Net assets

Total assets (EOY)
$149,392
Total liabilities (EOY)
$17,750
Net assets (EOY)
$131,642
Net assets (BOY)
$127,645

Income & contributions

Employer contributions
$163,588
Participant contributions
$57,761
Total contributions
$223,559
Total income / additions
$223,625

Expenses & distributions

Benefits paid
$197,337
Administrative expenses
$22,291
Total expenses
$219,628
Net increase / (decrease)
$3,997
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 74%Participant 26%
Total expenses ÷ net assets167%Computed ratio
Benefits paid ÷ total income88%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Catskill Teachers Association Benefit Trust?
Catskill Teachers Association Benefit Trust is reported as sponsored by Catskill Teachers Association Benefit Trust Fund (EIN 74-3032986, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Catskill Teachers Association Benefit Trust?
The latest Form 5500 filing year loaded for Catskill Teachers Association Benefit Trust is 2023.
How many participants does Catskill Teachers Association Benefit Trust report?
Catskill Teachers Association Benefit Trust reports 150 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Catskill Teachers Association Benefit Trust?
Catskill Teachers Association Benefit Trust reports $149,392 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages