Long Island, 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, Long Island, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $152,847,129 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)
- $152,847,129
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $152,847,129
Contributions & income
- Employer contributions
- $15,465,518
- Participant contributions
- $422,099
- Total income / additions
- $35,835,544
Expenses & distributions
- Benefits paid / distributions
- $5,492,509
- Total expenses
- $5,886,841
- Net increase / (decrease)
- $29,948,703
Coverage
- Total reported participants
- 2,613
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Long Island, 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 |
|---|---|---|---|
| United Nations Federal Credit Union Cash Balance Retirement Pension Plan | United Nations Federal Credit Union | $133,375,691 | 2023 |
| The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan | Phoenix House Foundation Inc. | $19,471,438 | 2023 |
| The Metro Group, Inc. | The Metro Group, Inc. | not reported in the loaded dataset | 2023 |
| The Metro Group, Inc. | The Metro Group, Inc. | not reported in the loaded dataset | 2023 |
| The Metro Group, Inc. | The Metro Group, Inc. | not reported in the loaded dataset | 2023 |
| Phoenix Houses Of Long Island Dba Phoenix Houses Of New York | Phoenix Houses Of Long Island, Inc. | not reported in the loaded dataset | 2023 |
| Lady M Confections Co Ltd Employee Benefits Plan | Lady M Confections Co Ltd | not reported in the loaded dataset | 2023 |
Largest plans in Long Island → · Long Island plans by participants → · Long Island plans with financial data → · Long Island plans with provider compensation → · $1B+ plans in Long Island →
Related Form 5500 pages
- All NY Form 5500 filings
- United Nations Federal Credit Union Cash Balance Retirement Pension Plan (plan 022)
- United Nations Federal Credit Union — all reported plans
- The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan (plan 001)
- Phoenix House Foundation Inc. — all reported plans
- The Metro Group, Inc. (plan 501)
- The Metro Group, Inc. — all reported plans
- The Metro Group, Inc. (plan 502)
- The Metro Group, Inc. (plan 503)
- Phoenix Houses Of Long Island Dba Phoenix Houses Of New York (plan 520)
- Phoenix Houses Of Long Island, Inc. — all reported plans
- Lady M Confections Co Ltd Employee Benefits Plan (plan 501)
- Lady M Confections Co Ltd — all reported plans
- Methodology
- Data sources