Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Heidelberg Materials Northeast Ny, LLC — Form 5500 plan (Heidelberg Materials Northeast-Ny, LLC)

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, Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Heidelberg Materials Northeast Ny, LLC is a benefit plan reported by Heidelberg Materials Northeast-Ny, LLC under EIN 16-0928494 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $22,131,401 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.1MPlan net assets, end of year$22,131,401
Participants109Covered participants reported
Assets / participant$203KComputed: assets ÷ participants$203,040 (computed)
Provider compensation$36K2 Schedule C provider row(s)$35,961
Plan sponsor
Heidelberg Materials Northeast-Ny, LLC
EIN
16-0928494
Plan number
001
Plan type
2
Location
Nedrow, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241015132445NAL0029778993001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$22,131,401
Total liabilities (EOY)
$0
Net assets (EOY)
$22,131,401
Net assets (BOY)
$19,784,134

Income & contributions

Employer contributions
$2,077,485
Total contributions
$2,077,485
Total income / additions
$4,516,998

Expenses & distributions

Benefits paid
$2,111,716
Administrative expenses
$58,015
Total expenses
$2,169,731
Net increase / (decrease)
$2,347,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$21,737not reported in the loaded dataset2023
Firley,Moran,Freer & Eassa,Cpa,P.C.NONE$14,224not reported in the loaded dataset2023

Related Form 5500 pages