Valley Cottage, 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, Valley Cottage, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $14,988,663 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,988,663
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,988,663
Contributions & income
- Employer contributions
- $238,836
- Participant contributions
- $806,506
- Total income / additions
- $3,888,644
Expenses & distributions
- Benefits paid / distributions
- $1,104,951
- Total expenses
- $1,153,250
- Net increase / (decrease)
- $2,735,394
Coverage
- Total reported participants
- 1,497
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley Cottage, 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 |
|---|---|---|---|
| Checkalt 401(K) Plan | Klik Technologies, Corp. | $7,366,609 | 2023 |
| 403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc. | Mental Health Association Of Rockland County, Inc. | $6,033,702 | 2023 |
| 403(B) Thrift Plan For Tolstoy Foundation Nursing Home Co., Inc. | Tolstoy Foundation Nursing Hom | $1,588,352 | 2023 |
| The Arc Rockland Health & Welfare Benefits Plan | The Arc Rockland | not reported in the loaded dataset | 2023 |
| Checkalt-Eras, LLC Health Plan | Checkalt-Eras, LLC | not reported in the loaded dataset | 2023 |
| Checkalt-Eras, LLC Supplemental Benefits Plan | Checkalt-Eras, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Valley Cottage → · Valley Cottage plans by participants → · Valley Cottage plans with financial data → · Valley Cottage plans with provider compensation → · $1B+ plans in Valley Cottage →
Related Form 5500 pages
- All NY Form 5500 filings
- Checkalt 401(K) Plan (plan 001)
- Klik Technologies, Corp. — all reported plans
- 403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc. (plan 001)
- Mental Health Association Of Rockland County, Inc. — all reported plans
- 403(B) Thrift Plan For Tolstoy Foundation Nursing Home Co., Inc. (plan 002)
- Tolstoy Foundation Nursing Hom — all reported plans
- The Arc Rockland Health & Welfare Benefits Plan (plan 520)
- The Arc Rockland — all reported plans
- Checkalt-Eras, LLC Health Plan (plan 501)
- Checkalt-Eras, LLC — all reported plans
- Checkalt-Eras, LLC Supplemental Benefits Plan (plan 502)
- Methodology
- Data sources