Webster, 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, Webster, NY has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $139,810,734 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$139,810,734
Total reported liabilities (EOY)
$600
Total reported net assets (EOY)
$139,423,292

Contributions & income

Employer contributions
$3,062,450
Participant contributions
$8,402,083
Total income / additions
$33,446,260

Expenses & distributions

Benefits paid / distributions
$13,488,228
Total expenses
$14,022,756
Net increase / (decrease)
$19,423,504

Coverage

Total reported participants
7,771
Plans with financial statements
20
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Webster, 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 Webster, NY
PlanSponsorReported assets (EOY)Year
Calvary Design Team, Inc. 401(K) PlanCalvary Design Team, Inc. Dba Calvary Robotics$36,251,3762023
Ur Medicine Home Care Inc. 401(K) Retirement Savings PlanUr Medicine Home Care Inc.$35,428,1332023
Cds Life Transitions 403(B) PlanCds Life Transitions$11,663,6392023
Bill Gray'S, Inc. 401(K) PlanBill Grays, Inc.$10,878,9432023
Trident Precision Manufacturing, Inc. Retirement Savings PlanTrident Precision Manufacturing Inc.$9,857,3652023
Wilberts Inc.401(K) PlanWilberts Inc.$9,373,5932023
Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension PlanUr Medicine Home Care, Certified Services, Inc.$6,029,3762023
Maplewood Nursing Home, Inc. 401(K) Retirement PlanMaplewood Nursing Home, Inc.$5,246,8672023
Datrose 401(K) PlanDatrose, Inc.$3,658,6342023
Prime Coordination, LLC 401(K) PlanPrime Care Coordination, LLC$2,919,2612023
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & TrustW G Shaheen & Associates Ltd$2,283,0032023
Allan M. Robbins, M.D. Retirement PlanAllan M. Robbins, M.D.$2,218,7652023
Gambino Insulation, Inc. 401(K) PlanGambino Insulation, Inc.$1,493,7052023
Shuman Enterprises, Inc. Retirement PlanShuman Enterprises, Inc.$1,484,2182023
Denis Holdings, Inc. Retirement PlanDenis Holdings, Inc.$371,5112023
Parkway Discount Wine & Liquor 401(K) PlanJbs Discount Wine & Liquor, Inc.$288,6472023
Schroeder Agency Inc. Pension Transfer Trust PlanSchroeder Agency, Inc.$284,6602023
Btdm Enterprises, Inc. 401(K) PlanBtdm Enterprises, Inc.$63,6942023
Health Care Support Advisors I 401(K) Profit Sharing Plan & TrustHealth Care Support Advisors I$15,3312023
Here'S A Crazy Idea Incorporated Retirement PlanHere'S A Crazy Idea Incorporated$132023
Calvary Automation Health And Welfare Benefit PlanCalvary Automation Systemsnot reported in the loaded dataset2023
Strong Home Care Group - Group Life Insurance PlanUr Medicine Home Care, Inc.not reported in the loaded dataset2023
Visiting Nurse Service Of Rochester And Monroe County, Inc. Health PlanUr Medicine Home Care, Inc.not reported in the loaded dataset2023
Visiting Nurse Service Of Rochester And Monroe County, Inc. Dental & Vision PlansUr Medicine Home Care, Inc.not reported in the loaded dataset2023
Ur Medicine Home Care, Inc. Ancillary Benefit PlanUr Medicine Home Care, Inc.not reported in the loaded dataset2023

Related Form 5500 pages