2023 Form 5500 filing — Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Heidelberg Materials Northeast Ny, LLC

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 20241015132445NAL0029778993001) for Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Heidelberg Materials Northeast Ny, LLC, reported by Heidelberg Materials Northeast-Ny, LLC under EIN 16-0928494 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.1MReported net assets$22,131,401
Participants109
Provider compensation$36K2 Schedule C row(s)$35,961
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132445NAL0029778993001
Plan sponsor
Heidelberg Materials Northeast-Ny, LLC
EIN
16-0928494
Plan number
001
Location
Nedrow, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.1M total assets
Net assets$22.1MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$2.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$22,131,401
Total liabilities (EOY)
$0
Net assets (EOY)
$22,131,401
Employer contributions
$2,077,485
Total income / additions
$4,516,998
Benefits paid
$2,111,716
Administrative expenses
$58,015
Total expenses
$2,169,731
Net increase / (decrease)
$2,347,267

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, Inc.NONE$21,737not reported in the loaded dataset
Firley,Moran,Freer & Eassa,Cpa,P.C.NONE$14,224not reported in the loaded dataset

Related Form 5500 pages