Brewster, 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, Brewster, NY has 25 loaded benefit plan(s) reported by 15 plan sponsor(s), with $443,085,443 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $443,085,443
- Total reported liabilities (EOY)
- $1,865,350
- Total reported net assets (EOY)
- $441,220,093
Contributions & income
- Employer contributions
- $21,723,905
- Participant contributions
- $14,962,302
- Total income / additions
- $96,907,793
Expenses & distributions
- Benefits paid / distributions
- $76,665,757
- Total expenses
- $78,940,376
- Net increase / (decrease)
- $17,967,417
Coverage
- Total reported participants
- 8,628
- Plans with financial statements
- 19
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brewster, 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 |
|---|---|---|---|
| Sheet Metal Workers Union Local 38 Profit Sharing Fund | Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd | $201,221,027 | 2023 |
| Peckham Industries, Inc. Deferred Compensation Profit Sharing Thrift Plan | Peckham Industries, Inc. | $84,717,592 | 2023 |
| Ace Endico Corp. 401(K) Plan | Ace Endico Corp. | $26,708,665 | 2023 |
| The Retirement Plan Of Pcsb | Pcsb Bank | $21,864,523 | 2023 |
| Unilock Retirement Plan And Trust (New York) | Unilock New York, Inc. | $21,100,660 | 2023 |
| Northern Medical Group, Pllc Retirement Savings Plan | Northern Medical Group, Pllc | $19,710,729 | 2023 |
| Sheet Metal Workers Union Local 38 Insurance And Welfare Fund | Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd | $17,237,889 | 2023 |
| Green Chimneys Children'S Service Profit Sharing Plan | Green Chimneys Children'S Service | $11,207,719 | 2023 |
| Northeast Radiology, P.C. 401(K) Profit Sharing Plan | Northeast Radiology, P.C. | $10,233,517 | 2023 |
| Green Chimneys Children'S Service Tax Sheltered Annuity Plan | Green Chimneys Children'S Service | $9,062,690 | 2023 |
| Putnam Precision Products, Inc. Profit Sharing 401(K) Plan | Putnam Precision Products, Inc. | $8,909,117 | 2023 |
| Pcsb Bank Employee Stock Ownership | Pcsb Bank | $4,514,085 | 2023 |
| Fiesta Mexicana 401(K) Plan | Luis Inc. | $2,010,402 | 2023 |
| Envirostar Innovation Corp. Retirement Plan | Envirostar Innovation Corp. | $1,954,554 | 2023 |
| Brewster Ford Sales Inc. 401(K) Plan | Brewster Ford Sales, Inc. | $1,860,102 | 2023 |
| Pudney & Company Cpas P.C. 401k Plan | Pudney & Company, Cpas P.C. | $548,417 | 2023 |
| Paulaura Corp. 401k Profit Sharing Plan | Paulaura Corp. | $223,755 | 2023 |
| John S. Lane & Son, Inc. 401(K) Union Plan | Peckham Industries, Inc. | $0 | 2023 |
| Pcsb Bank 401(K) Savings Plan | Pcsb Bank | $0 | 2023 |
| Peckham Industries, Inc. Health And Welfare Benefit Plan | Peckham Industries, Inc. | not reported in the loaded dataset | 2023 |
| Ace Endico Corp (Hwp) | Ace Endico Corp. (Hwp) | not reported in the loaded dataset | 2023 |
| Putnam Precision Products, Inc. Welfare Benefits Plan | Putnam Precision Products, Inc. | not reported in the loaded dataset | 2023 |
| Green Chimneys Childrens Services, Inc. Section 125 Cafeteria Plan | Green Chimneys Childrens Services | not reported in the loaded dataset | 2023 |
| Green Chimneys Childrens Services, Inc. Welfare Benefits Plan | Green Chimneys Childrens Services | not reported in the loaded dataset | 2023 |
| Green Chimneys Childrens Services, Inc. Section 105(H) Health Reimbursement Arrangement | Green Chimneys Childrens Services | not reported in the loaded dataset | 2023 |
Largest plans in Brewster → · Brewster plans by participants → · Brewster plans with financial data → · Brewster plans with provider compensation → · $1B+ plans in Brewster →
Related Form 5500 pages
- All NY Form 5500 filings
- Sheet Metal Workers Union Local 38 Profit Sharing Fund (plan 001)
- Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd — all reported plans
- Peckham Industries, Inc. Deferred Compensation Profit Sharing Thrift Plan (plan 002)
- Peckham Industries, Inc. — all reported plans
- Ace Endico Corp. 401(K) Plan (plan 001)
- Ace Endico Corp. — all reported plans
- The Retirement Plan Of Pcsb (plan 001)
- Pcsb Bank — all reported plans
- Unilock Retirement Plan And Trust (New York) (plan 001)
- Unilock New York, Inc. — all reported plans
- Northern Medical Group, Pllc Retirement Savings Plan (plan 001)
- Northern Medical Group, Pllc — all reported plans
- Sheet Metal Workers Union Local 38 Insurance And Welfare Fund (plan 501)
- Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd — all reported plans
- Green Chimneys Children'S Service Profit Sharing Plan (plan 002)
- Green Chimneys Children'S Service — all reported plans
- Northeast Radiology, P.C. 401(K) Profit Sharing Plan (plan 001)
- Northeast Radiology, P.C. — all reported plans
- Green Chimneys Children'S Service Tax Sheltered Annuity Plan (plan 003)
- Putnam Precision Products, Inc. Profit Sharing 401(K) Plan (plan 002)
- Putnam Precision Products, Inc. — all reported plans
- Pcsb Bank Employee Stock Ownership (plan 003)
- Fiesta Mexicana 401(K) Plan (plan 002)
- Luis Inc. — all reported plans
- Envirostar Innovation Corp. Retirement Plan (plan 001)
- Envirostar Innovation Corp. — all reported plans
- Brewster Ford Sales Inc. 401(K) Plan (plan 002)
- Brewster Ford Sales, Inc. — all reported plans
- Methodology
- Data sources