New York Oil Heating Insurance Fund — Form 5500 plan (New York Oil Heating Insurance Fund)
Plain-English plan 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, New York Oil Heating Insurance Fund is a benefit plan reported by New York Oil Heating Insurance Fund under EIN 13-5668120 and plan number 501. The latest loaded filing year is 2023. The filing reports 480 participants and $6,231,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Oil Heating Insurance Fund
- EIN
- 13-5668120
- Plan number
- 501
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $6,231,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20241015112125NAL0028183921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,231,550
- Total liabilities (EOY)
- $239,406
- Net assets (EOY)
- $5,992,144
- Net assets (BOY)
- $5,570,247
Income & contributions
- Employer contributions
- $140,273
- Total contributions
- $140,273
- Total income / additions
- $1,003,154
Expenses & distributions
- Benefits paid
- $363,610
- Administrative expenses
- $217,647
- Total expenses
- $581,257
- Net increase / (decrease)
- $421,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pabon Financial Services, LLC | ACCT FOR EMPLOYER ASSN. | $72,263 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $38,585 | $0 | 2023 |
| Buchbinder Tunick & Co., Llp | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | ATT'Y FOR EMPLOYER ASSN. | $21,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York Oil Heating Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Pabon Financial Services, LLC — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Buchbinder Tunick & Co., Llp — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation