United Cerebral Palsy Heartland — 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, United Cerebral Palsy Heartland (EIN 44-0579903) is a plan sponsor located in Berkeley, MO 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
44-0579903
Location
Berkeley, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Cerebral Palsy Heartland

  • 2 loaded plans hold $7.1M in reported assets.
  • The largest, United Cerebral Palsy Heartland Employee Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 573 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.1MSummed across loaded plans$7,075,500
Total reported assets$7.1M$7,075,500
Total reported participants573
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities$0
Contributions & income
Employer contributions$383.5K
Participant contributions$247.4K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$309.8K
Total expenses$339.5K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%United Cerebral Palsy Heartland Employee Retirement Plan
Participants per plan287Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #111 · 419 participants · 2023
  2. 2
    United Cerebral Palsy Heartland, Inc. Benefit Plannot reported in the loaded dataset
    Plan #501 · 154 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Cerebral Palsy Heartland. Open one for its full reported snapshot.

  1. 2023
    United Cerebral Palsy Heartland, Inc. Benefit Plan154 participants · 2No schedules
    View filing →
  2. 2023
    United Cerebral Palsy Heartland Employee Retirement Plan419 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Cerebral Palsy Heartland report on Form 5500?
United Cerebral Palsy Heartland (EIN 44-0579903) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Cerebral Palsy Heartland?
The Employer Identification Number (EIN) reported for United Cerebral Palsy Heartland is 44-0579903.
What is the latest Form 5500 filing year for United Cerebral Palsy Heartland?
The latest loaded Form 5500 filing year for United Cerebral Palsy Heartland is 2023.

Related Form 5500 pages