2023 Form 5500 filing — Upstate Caring Partners 403(B) Retirement 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 20241007084752NAL0007426819001) for Upstate Caring Partners 403(B) Retirement Plan, reported by Upstate Cerebral Palsy Dba Upstate Caring Partners under EIN 15-0543657 and plan number 001. It reports 2,713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007084752NAL0007426819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upstate Cerebral Palsy Dba Upstate Caring Partners
- EIN
- 15-0543657
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 2,713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,218,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,218,178
- Employer contributions
- $1,909,074
- Participant contributions
- $2,702,764
- Total income / additions
- $13,366,736
- Benefits paid
- $12,399,437
- Administrative expenses
- $45,646
- Total expenses
- $12,449,317
- Net increase / (decrease)
- $917,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | SERVICE PROVIDER | $28,660 | $0 |
| Actuarial Pension Analysts Inc | SERVICE PROVIDER | $0 | $22,592 |
| Harter Secrest & Emery Llp | SERVICE PROVIDER | $16,986 | not reported in the loaded dataset |