Loretto Management Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Loretto Management Corporation (EIN 22-2873640) is a plan sponsor located in Syracuse, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-2873640
Location
Syracuse, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,929,441
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$46,929,441

Contributions & income

Employer contributions
$649,636
Participant contributions
$3,549,396
Total income / additions
$11,157,893

Expenses & distributions

Benefits paid / distributions
$3,311,720
Total expenses
$3,357,173
Net increase / (decrease)
$7,800,720

Coverage

Total reported participants
2,420
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Loretto Management Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Loretto Employee 401(K) Savings Plan003871$46,929,4412023
Loretto Management Corporation Health And Welfare Benefit Plan5061,549not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Loretto Management Corporation
YearPlanParticipantsSchedulesFiling
2023Loretto Management Corporation Health And Welfare Benefit Plan1,54920240725130445NAL0014107169001
2023Loretto Employee 401(K) Savings Plan871H, C20241015155656NAL0050316112001

Related Form 5500 pages