2023 Form 5500 filing — 403(B) Thrift Plan Of Central Association For The Blind,Inc.
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 20241213100856NAL0015617665001) for 403(B) Thrift Plan Of Central Association For The Blind,Inc., reported by Central Association For The Blind, Inc. under EIN 15-0543587 and plan number 003. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213100856NAL0015617665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Association For The Blind, Inc.
- EIN
- 15-0543587
- Plan number
- 003
- Location
- Utica, NY
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,983,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,983,081
- Employer contributions
- $441,511
- Participant contributions
- $459,589
- Total income / additions
- $1,773,858
- Benefits paid
- $864,955
- Administrative expenses
- $3,581
- Total expenses
- $868,536
- Net increase / (decrease)
- $905,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $98,203 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $23,720 |
| Morgan Stanley Insurace | BROKER/ADVISER | $0 | $5,373 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,865 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $297 | $0 |