Rock Tavern, 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, Rock Tavern, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $163,542,744 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)
- $163,542,744
- Total reported liabilities (EOY)
- $2,020,050
- Total reported net assets (EOY)
- $161,522,694
Contributions & income
- Employer contributions
- $11,936,524
- Participant contributions
- $567,904
- Total income / additions
- $38,106,184
Expenses & distributions
- Benefits paid / distributions
- $28,443,502
- Total expenses
- $30,449,160
- Net increase / (decrease)
- $7,657,024
Coverage
- Total reported participants
- 3,856
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rock Tavern, 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 |
|---|---|---|---|
| Pension Fund Local 445 | Local 445 Pension Fund | $135,471,922 | 2023 |
| Local 445 Annuity Fund | Local 445 Annuity Fund | $17,745,600 | 2023 |
| Teamsters Local 445 Welfare Fund | Teamsters Local 445 Welfare Fund | $4,684,881 | 2023 |
| Uap Production LLC 401(K) Profit Sharing Plan And Trust | Uap Production LLC | $4,578,337 | 2023 |
| Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust | Thomas D. Weddell, Cpa, Pc | $868,530 | 2023 |
| Teamsters Local 445 Welfare Fund 401(K) Profit Sharing Plan And Trust | Teamsters Local 445 Benefit Funds | $193,474 | 2023 |
| Uap Productions Life And Disability Plan | Uap Productions | not reported in the loaded dataset | 2023 |
Largest plans in Rock Tavern → · Rock Tavern plans by participants → · Rock Tavern plans with financial data → · Rock Tavern plans with provider compensation → · $1B+ plans in Rock Tavern →
Related Form 5500 pages
- All NY Form 5500 filings
- Pension Fund Local 445 (plan 001)
- Local 445 Pension Fund — all reported plans
- Local 445 Annuity Fund (plan 001)
- Local 445 Annuity Fund — all reported plans
- Teamsters Local 445 Welfare Fund (plan 501)
- Teamsters Local 445 Welfare Fund — all reported plans
- Uap Production LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Uap Production LLC — all reported plans
- Thomas D. Weddell, Cpa, P.C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Thomas D. Weddell, Cpa, Pc — all reported plans
- Teamsters Local 445 Welfare Fund 401(K) Profit Sharing Plan And Trust (plan 001)
- Uap Productions Life And Disability Plan (plan 501)
- Methodology
- Data sources