Great Barrington, MA 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, Great Barrington, MA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $29,389,120 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,389,120
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,389,120

Contributions & income

Employer contributions
$600,989
Participant contributions
$2,206,017
Total income / additions
$7,110,216

Expenses & distributions

Benefits paid / distributions
$4,354,107
Total expenses
$4,447,229
Net increase / (decrease)
$2,662,987

Coverage

Total reported participants
1,071
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Great Barrington, MA 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

Largest loaded plans in Great Barrington, MA
PlanSponsorReported assets (EOY)Year
Iredale Cosmetics, Inc. 401(K) PlanIredale Cosmetics, Inc.$16,519,7722023
403(B) Thrift Plan For Community Health Programs, Inc.Community Health Programs, Inc.$10,425,9752023
G. A. Blanco & Sons, Inc. Profit Sharing Plan And TrustG. A. Blanco & Sons, Inc.$2,391,4342023
Sun Services Incorporated Retirement PlanSun Services Incorporated$51,9392023
Community Health Programs, Inc.Community Health Programs, Inc.not reported in the loaded dataset2023
Berkshire Corporation Welfare Benefits PlanBerkshire Corporationnot reported in the loaded dataset2023
Iredale Cosmetics, Inc.Iredale Cosmetics, Inc.not reported in the loaded dataset2023

Related Form 5500 pages