2023 Form 5500 filing — New York Oil Heating Insurance Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015112125NAL0028183921001) for New York Oil Heating Insurance Fund, reported by New York Oil Heating Insurance Fund under EIN 13-5668120 and plan number 501. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112125NAL0028183921001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New York Oil Heating Insurance Fund
- EIN
- 13-5668120
- Plan number
- 501
- Location
- Hauppauge, NY
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,231,550
- Total liabilities (EOY)
- $239,406
- Net assets (EOY)
- $5,992,144
- Employer contributions
- $140,273
- Total income / additions
- $1,003,154
- Benefits paid
- $363,610
- Administrative expenses
- $217,647
- Total expenses
- $581,257
- Net increase / (decrease)
- $421,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pabon Financial Services, LLC | ACCT FOR EMPLOYER ASSN. | $72,263 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $38,585 | $0 |
| Buchbinder Tunick & Co., Llp | NONE | $37,000 | not reported in the loaded dataset |
| Proskauer Rose, Llp | ATT'Y FOR EMPLOYER ASSN. | $21,063 | not reported in the loaded dataset |