2023 Form 5500 filing — United Cerebral Palsy Association Of Greater Suffolk, Inc. Management Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917135209NAL0002876225001) for United Cerebral Palsy Association Of Greater Suffolk, Inc. Management Pension Plan, reported by United Cerebral Palsy Association Of Greater Suffolk, Inc. under EIN 11-2568841 and plan number 003. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917135209NAL0002876225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Cerebral Palsy Association Of Greater Suffolk, Inc.
- EIN
- 11-2568841
- Plan number
- 003
- Location
- Hauppauge, NY
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,755,688
- Net assets (EOY)
- $6,755,688
- Employer contributions
- $413,495
- Total income / additions
- $1,243,384
- Benefits paid
- $626,852
- Administrative expenses
- $52,713
- Total expenses
- $679,565
- Net increase / (decrease)
- $563,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $42,512 | $0 |
| Signature Securities Group Corp. | BROKER | $0 | $15,265 |
| Cerini & Associates Llp | AUDITOR | $10,200 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |