Pension Plan Of Berkshire Farm Center And Services For Youth — Form 5500 plan (Berkshire Farm Center And Services For Youth)
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, Pension Plan Of Berkshire Farm Center And Services For Youth is a benefit plan reported by Berkshire Farm Center And Services For Youth under EIN 14-1368125 and plan number 001. The latest loaded filing year is 2023. The filing reports 987 participants and $78,099,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkshire Farm Center And Services For Youth
- EIN
- 14-1368125
- Plan number
- 001
- Plan type
- 2
- Location
- Canaan, NY
- Latest filing year
- 2023
- Participants
- 987
- End-of-year plan assets
- $78,099,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 987 | H, C | 20250611140535NAL0046215730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,099,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,099,541
- Net assets (BOY)
- $66,806,598
Income & contributions
- Employer contributions
- $450,000
- Participant contributions
- $61,642
- Total contributions
- $511,642
- Total income / additions
- $15,190,478
Expenses & distributions
- Benefits paid
- $3,599,228
- Administrative expenses
- $298,307
- Total expenses
- $3,897,535
- Net increase / (decrease)
- $11,292,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jennison Associates | NONE | $134,355 | not reported in the loaded dataset | 2023 |
| Svb Private Investment | NONE | $62,859 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $60,799 | not reported in the loaded dataset | 2023 |
| Nottingham Trust | NONE | $40,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkshire Farm Center And Services For Youth
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Canaan, NY
- Jennison Associates — Schedule C compensation
- Svb Private Investment — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Nottingham Trust — Schedule C compensation