Geneva, 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, Geneva, NY has 26 loaded benefit plan(s) reported by 16 plan sponsor(s), with $434,995,150 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $434,995,150
- Total reported liabilities (EOY)
- $1,761,428
- Total reported net assets (EOY)
- $433,233,722
Contributions & income
- Employer contributions
- $11,855,422
- Participant contributions
- $10,716,249
- Total income / additions
- $79,093,391
Expenses & distributions
- Benefits paid / distributions
- $38,853,449
- Total expenses
- $40,262,738
- Net increase / (decrease)
- $38,830,653
Coverage
- Total reported participants
- 9,209
- Plans with financial statements
- 15
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Geneva, 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 |
|---|---|---|---|
| Hobart And William Smith Colleges Retirement Plan | Hobart And William Smith Colleges | $228,520,919 | 2023 |
| Retirement Savings Plan Of Finger Lakes Regional Health System | Finger Lakes Regional Health System, Inc. | $99,788,701 | 2023 |
| Ibew Local 840 Pension Fund | Ibew Local 840 Pension Fund Board Of Trustees | $28,891,365 | 2023 |
| Ability Partners Retirement Plan | Finger Lakes United Cerebral Palsy, Inc. | $21,010,423 | 2023 |
| Local 840 Ibew Annuity Fund | Board Of Trustees Of Ibew Local 840 Annuity Fund | $15,583,089 | 2023 |
| Vance Metal Fabricators, Inc. Employee Stock Ownership Plan | Vance Metal Fabricators, Inc. | $11,971,024 | 2023 |
| Tax Deferred Annuity Plan For Legal Assistance Of Western New York, Inc. | Legal Assistance Of Western New York, Inc. | $10,972,399 | 2023 |
| Local No. 840 I.B.E.W. Group Insurance Plan | Board Of Trustees Local No. 840 Ibew Health Insurance Plan | $6,287,561 | 2023 |
| Lakeview Health 401(K) Plan | Lakeview Health Services, Inc. | $4,865,049 | 2023 |
| Timothy J Buckley Self Employed Retirement Plan | Timothy J. Buckley | $2,434,909 | 2023 |
| 401(A) Profit-Sharing Plan For Employees Of Legal Assistance Of Western New York, Inc. | Legal Assistance Of Western New York, Inc. | $2,116,401 | 2023 |
| Bond, Mcdonald & Lehman, P.C. Pension Plan | Bond, Mcdonald And Lehman, P.C. | $1,217,238 | 2023 |
| Heaton & Venuti Llp, 401k Profit Sharing Plan | Heaton & Venuti Llp | $789,291 | 2023 |
| Ports C & G Inc 401(K) Profit Sharing Plan & Trust | Ports C & G Inc | $471,042 | 2023 |
| Hb Mor Enterprise Inc. 401k Plan | Hb Mor Enterprise Inc. | $75,739 | 2023 |
| Lyons National Bank Plan 501 | Lyons National Bank | not reported in the loaded dataset | 2023 |
| Lyons National Bank Plan 504 | Lyons National Bank | not reported in the loaded dataset | 2023 |
| Lyons National Bank Plan 506 | Lyons National Bank | not reported in the loaded dataset | 2023 |
| The Lyons National Bank Health And Welfare Plan | The Lyons National Bank | not reported in the loaded dataset | 2023 |
| Finger Lakes Health Flex-Ability Benefits Plan | Finger Lakes Regional Health System | not reported in the loaded dataset | 2023 |
| Hobart And William Smith Colleges Section 125 Flexible Benefits Plan | Hobart And William Smith Colleges | not reported in the loaded dataset | 2023 |
| Hobart And William Smith College Welfare Benefits Plan | Hobart And William Smith Colleges | not reported in the loaded dataset | 2023 |
| Welfare Benefit Plan Of Legal Assistance Of Western New York, Inc. | Legal Assistance Of Western New York, Inc. | not reported in the loaded dataset | 2023 |
| Finger Lakes United Cerebral Palsy, Inc Welfare Benefits Plan | Finger Lakes United Cerebral Palsy, Inc Welfare Plan | not reported in the loaded dataset | 2023 |
| Lakeview Health Services Welfare Benefits Plan | Lakeview Health Services | not reported in the loaded dataset | 2023 |
Largest plans in Geneva → · Geneva plans by participants → · Geneva plans with financial data → · Geneva plans with provider compensation → · $1B+ plans in Geneva →
Related Form 5500 pages
- All NY Form 5500 filings
- Hobart And William Smith Colleges Retirement Plan (plan 002)
- Hobart And William Smith Colleges — all reported plans
- Retirement Savings Plan Of Finger Lakes Regional Health System (plan 002)
- Finger Lakes Regional Health System, Inc. — all reported plans
- Ibew Local 840 Pension Fund (plan 001)
- Ibew Local 840 Pension Fund Board Of Trustees — all reported plans
- Ability Partners Retirement Plan (plan 001)
- Finger Lakes United Cerebral Palsy, Inc. — all reported plans
- Local 840 Ibew Annuity Fund (plan 002)
- Board Of Trustees Of Ibew Local 840 Annuity Fund — all reported plans
- Vance Metal Fabricators, Inc. Employee Stock Ownership Plan (plan 004)
- Vance Metal Fabricators, Inc. — all reported plans
- Tax Deferred Annuity Plan For Legal Assistance Of Western New York, Inc. (plan 003)
- Legal Assistance Of Western New York, Inc. — all reported plans
- Local No. 840 I.B.E.W. Group Insurance Plan (plan 503)
- Board Of Trustees Local No. 840 Ibew Health Insurance Plan — all reported plans
- Lakeview Health 401(K) Plan (plan 001)
- Lakeview Health Services, Inc. — all reported plans
- Timothy J Buckley Self Employed Retirement Plan (plan 002)
- Timothy J. Buckley — all reported plans
- 401(A) Profit-Sharing Plan For Employees Of Legal Assistance Of Western New York, Inc. (plan 002)
- Bond, Mcdonald & Lehman, P.C. Pension Plan (plan 002)
- Bond, Mcdonald And Lehman, P.C. — all reported plans
- Heaton & Venuti Llp, 401k Profit Sharing Plan (plan 001)
- Heaton & Venuti Llp — all reported plans
- Ports C & G Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Ports C & G Inc — all reported plans
- Hb Mor Enterprise Inc. 401k Plan (plan 001)
- Hb Mor Enterprise Inc. — all reported plans
- Methodology
- Data sources