Potsdam, 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, Potsdam, NY has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $547,658,339 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$547,658,339
Total reported liabilities (EOY)
$29,700,000
Total reported net assets (EOY)
$517,958,339

Contributions & income

Employer contributions
$15,835,027
Participant contributions
$15,991,994
Total income / additions
$99,225,681

Expenses & distributions

Benefits paid / distributions
$67,979,645
Total expenses
$68,811,978
Net increase / (decrease)
$30,413,703

Coverage

Total reported participants
8,446
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Potsdam, 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 Potsdam, NY
PlanSponsorReported assets (EOY)Year
Clarkson University Pension PlanClarkson University$351,152,1902023
St. Lawrence Health System 403(B) Retirement PlanSt. Lawrence Health System, Inc.$148,701,8142023
Retirement Plan For Employees Of Canton-Potsdam HospitalCanton-Potsdam Hospital$37,615,7022023
Potsdam Specialty Paper, Inc. 401k Profit Sharing PlanPotsdam Specialty Paper Inc.$10,109,5562023
Truck Drivers And Helpers Local 687 Insurance TrustTruck Drivers & Helpers Local 687 Insurance Trust$79,0772023
Group Supplemental Retirement PlanCitec, Incnot reported in the loaded dataset2023
Clarkson University Health & Welfare Benefits PlanClarkson Universitynot reported in the loaded dataset2023
St. Lawrence Health System Welfare Benefit Plan For Canton-Potsdam HospitalCanton-Potsdam Hospitalnot reported in the loaded dataset2023
Lavalle Transportation, Inc Welfare Benefits PlanLavalle Transportation, Incnot reported in the loaded dataset2023

Related Form 5500 pages