Upstate Cerebral Palsy — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Upstate Cerebral Palsy (EIN 15-0543657) is a plan sponsor located in Utica, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 15-0543657
- Location
- Utica, NY
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $59,218,178
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $59,218,178
Contributions & income
- Employer contributions
- $1,909,074
- Participant contributions
- $2,702,764
- Total income / additions
- $13,366,736
Expenses & distributions
- Benefits paid / distributions
- $12,399,437
- Total expenses
- $12,449,317
- Net increase / (decrease)
- $917,419
Coverage
- Total reported participants
- 6,205
- Plans with financial statements
- 1
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Upstate Caring Partners 403(B) Retirement Plan | 001 | 2,713 | $59,218,178 | 2023 |
| United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employees Dental And Vision Plan | 501 | 1,430 | not reported in the loaded dataset | 2023 |
| United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employees Life Insurance Plan | 503 | 919 | not reported in the loaded dataset | 2023 |
| United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employee Choice Plan | 505 | 664 | not reported in the loaded dataset | 2023 |
| Upstate Cerebral Palsy Flex Options Plan | 506 | 226 | not reported in the loaded dataset | 2023 |
| United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Voluntary Life Insurance Plan | 504 | 132 | not reported in the loaded dataset | 2023 |
| United Cerebral Palsy & Handicapped Persons Association Of The Utica Area Inc Other Long-Term Disability Plan | 512 | 72 | not reported in the loaded dataset | 2023 |
| Upstate Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Long-Term Disability Insurance Plan | 511 | 49 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employee Choice Plan | 664 | C | 20240716133734NAL0001607043003 |
| 2023 | United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employees Dental And Vision Plan | 1,430 | C | 20240716133734NAL0001607091001 |
| 2023 | United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Employees Life Insurance Plan | 919 | — | 20240716133734NAL0001607091002 |
| 2023 | United Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Voluntary Life Insurance Plan | 132 | — | 20240716133734NAL0001607091003 |
| 2023 | Upstate Cerebral Palsy And Handicapped Persons Association Of The Utica Area Inc Long-Term Disability Insurance Plan | 49 | — | 20240716133734NAL0001607091004 |
| 2023 | United Cerebral Palsy & Handicapped Persons Association Of The Utica Area Inc Other Long-Term Disability Plan | 72 | — | 20240716133734NAL0001607091005 |
| 2023 | Upstate Cerebral Palsy Flex Options Plan | 226 | — | 20240716140749NAL0001651843001 |
| 2023 | Upstate Caring Partners 403(B) Retirement Plan | 2,713 | H, C | 20241007084752NAL0007426819001 |