United Cerebral Palsy Association Of Greater Suffolk, Inc. Management Pension Plan — Form 5500 plan (United Cerebral Palsy Association Of Greater Suffolk, 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, United Cerebral Palsy Association Of Greater Suffolk, Inc. Management Pension Plan is a benefit plan reported by United Cerebral Palsy Association Of Greater Suffolk, Inc. under EIN 11-2568841 and plan number 003. The latest loaded filing year is 2023. The filing reports 304 participants and $6,755,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Cerebral Palsy Association Of Greater Suffolk, Inc.
- EIN
- 11-2568841
- Plan number
- 003
- Plan type
- 2
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $6,755,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20240917135209NAL0002876225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,755,688
- Net assets (EOY)
- $6,755,688
- Net assets (BOY)
- $6,191,869
Income & contributions
- Employer contributions
- $413,495
- Total contributions
- $413,495
- Total income / additions
- $1,243,384
Expenses & distributions
- Benefits paid
- $626,852
- Administrative expenses
- $52,713
- Total expenses
- $679,565
- Net increase / (decrease)
- $563,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $42,512 | $0 | 2023 |
| Signature Securities Group Corp. | BROKER | $0 | $15,265 | 2023 |
| Cerini & Associates Llp | AUDITOR | $10,200 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Cerebral Palsy Association Of Greater Suffolk, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Signature Securities Group Corp. — Schedule C compensation
- Cerini & Associates Llp — Schedule C compensation
- National Financial Services — Schedule C compensation