Brookhaven, 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, Brookhaven, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $244,432,371 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$244,432,371
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$244,671,148

Contributions & income

Employer contributions
$10,545,176
Participant contributions
$20,609,267
Total income / additions
$68,726,753

Expenses & distributions

Benefits paid / distributions
$16,627,230
Total expenses
$17,052,029
Net increase / (decrease)
$51,674,724

Coverage

Total reported participants
4,481
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookhaven, 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

Largest loaded plans in Brookhaven, NY
PlanSponsorReported assets (EOY)Year
Amneal Pharmaceuticals LLC And Subsidiaries 401(K) PlanAmneal Pharmaceuticals LLC$235,020,3202023
Health Facility Retirement PlanBellhaven Managemen LLC Dba$8,797,6492023
Belle Terre Enterprises, Inc. 401(K) PlanBelle Terre Enterprises, Inc.$614,4022023
Bellhaven Center For RehabBellhaven Center For Rehabilitation And Nursing Carenot reported in the loaded dataset2023
M & M Fisheries, Inc. 401(K) Profit Sharing PlanM & M Fisheries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages