403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc. — Form 5500 plan (United Cerebral Palsy Association Of Nassau County, Inc.)
Plain-English plan 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, 403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc. is a benefit plan reported by United Cerebral Palsy Association Of Nassau County, Inc. under EIN 11-1723782 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,449 participants and $26,459,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Cerebral Palsy Association Of Nassau County, Inc.
- EIN
- 11-1723782
- Plan number
- 002
- Plan type
- 2
- Location
- Roosevelt, NY
- Latest filing year
- 2023
- Participants
- 1,449
- End-of-year plan assets
- $26,459,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,449 | H, C | 20241220120218NAL0009562448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,459,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,459,864
- Net assets (BOY)
- $24,853,315
Income & contributions
- Participant contributions
- $1,251,800
- Total contributions
- $1,446,328
- Total income / additions
- $5,391,713
Expenses & distributions
- Benefits paid
- $3,652,009
- Administrative expenses
- $133,155
- Total expenses
- $3,785,164
- Net increase / (decrease)
- $1,606,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | TPA | $100,194 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | ADVISOR | $16,666 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Adv Services LLC | ADVISOR | $9,827 | not reported in the loaded dataset | 2023 |
| Mutual Of America | INSURANCE CARRIER | $1,477 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Cerebral Palsy Association Of Nassau County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Roosevelt, NY
- Sentinel Benefits Group, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Wealth Enhancement Adv Services LLC — Schedule C compensation
- Mutual Of America — Schedule C compensation