Baldwin, 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, Baldwin, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $340,462,141 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)
- $340,462,141
- Total reported liabilities (EOY)
- $355,374
- Total reported net assets (EOY)
- $340,106,767
Contributions & income
- Employer contributions
- $21,756,294
- Participant contributions
- $127,879
- Total income / additions
- $56,137,814
Expenses & distributions
- Benefits paid / distributions
- $49,184,388
- Total expenses
- $51,121,405
- Net increase / (decrease)
- $5,016,409
Coverage
- Total reported participants
- 4,508
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Baldwin, 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 |
|---|---|---|---|
| Teamsters Local 802 Annuity Fund | Board Of Trustees Teamsters Local 802 Annuity Fund | $140,185,134 | 2023 |
| Local 138 Pension Trust Fund | Board Of Trustees Of Local 138 Pension Trust Fund | $115,897,312 | 2023 |
| Bakery Drivers Local 802 Pension Fund | Board Of Trustees Bakery Drivers Local 802 Pension Fund | $76,160,286 | 2023 |
| Bakery Drivers Local 802 Welfare Fund | Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund | $5,975,223 | 2023 |
| Evergreen Land, Inc. Profit Sharing Plan | Evergreen Land, Inc. | $1,192,083 | 2023 |
| Evergreen Land, Inc. Cash Balance Plan | Evergreen Land, Inc. | $1,041,079 | 2023 |
| Sfase Consulting, Inc. 401(K) Plan | Sfase Consulting, Inc. | $11,024 | 2023 |
Largest plans in Baldwin → · Baldwin plans by participants → · Baldwin plans with financial data → · Baldwin plans with provider compensation → · $1B+ plans in Baldwin →
Related Form 5500 pages
- All NY Form 5500 filings
- Teamsters Local 802 Annuity Fund (plan 001)
- Board Of Trustees Teamsters Local 802 Annuity Fund — all reported plans
- Local 138 Pension Trust Fund (plan 001)
- Board Of Trustees Of Local 138 Pension Trust Fund — all reported plans
- Bakery Drivers Local 802 Pension Fund (plan 001)
- Board Of Trustees Bakery Drivers Local 802 Pension Fund — all reported plans
- Bakery Drivers Local 802 Welfare Fund (plan 501)
- Evergreen Land, Inc. Profit Sharing Plan (plan 001)
- Evergreen Land, Inc. — all reported plans
- Evergreen Land, Inc. Cash Balance Plan (plan 002)
- Sfase Consulting, Inc. 401(K) Plan (plan 001)
- Sfase Consulting, Inc. — all reported plans
- Methodology
- Data sources