Glenville, 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, Glenville, NY has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $117,099,572 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$117,099,572
Total reported liabilities (EOY)
$428,958
Total reported net assets (EOY)
$116,670,614

Contributions & income

Employer contributions
$234,047
Participant contributions
$1,208,175
Total income / additions
$4,171,976

Expenses & distributions

Benefits paid / distributions
$5,833,030
Total expenses
$6,487,850
Net increase / (decrease)
-$2,315,874

Coverage

Total reported participants
3,344
Plans with financial statements
4
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Glenville, 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 Glenville, NY
PlanSponsorReported assets (EOY)Year
Retirement Plan Of Trustco BankTrustco Bank$59,641,1992023
Trustco Bank Employee Benefits TrustTrustco Bank$35,352,1342023
Liberty Management Non-Union Employee Stock Ownership 401(K)PlanLiberty Behavioral Management Group, Inc.$13,531,9942023
Liberty Management Union 401(K) PlanLiberty Behavioral Management Corp$8,574,2452023
Liberty Management Group Health Insurance PlanLiberty Management Group, Inc.not reported in the loaded dataset2023
Trustco Bank Group Benefits PlanTrustco Banknot reported in the loaded dataset2023

Related Form 5500 pages