Plan5500

United Cerebral Palsy Heartland Employee Retirement Plan — Form 5500 plan (United Cerebral Palsy Heartland)

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 Heartland Employee Retirement Plan is a benefit plan reported by United Cerebral Palsy Heartland under EIN 44-0579903 and plan number 111. The latest loaded filing year is 2023. The filing reports 419 participants and $7,075,500 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,075,500
Participants419Covered participants reported
Assets / participant$16.9KComputed: assets ÷ participants$16,887 (computed)
Provider compensation$28.9K1 Schedule C provider row(s)$28,913
Plan sponsor
United Cerebral Palsy Heartland
EIN
44-0579903
Plan number
111
Plan type
2
Location
Berkeley, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    419 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$339.5K
Benefits paid / distributions$309.8K
Contributions
Employer$383.5K
Participant$247.4K
Full reported line items

Net assets

Total assets (EOY)
$7,075,500
Total liabilities (EOY)
$0
Net assets (EOY)
$7,075,500
Net assets (BOY)
$6,063,600

Income & contributions

Employer contributions
$383,548
Participant contributions
$247,392
Total contributions
$683,654
Total income / additions
$1,351,392

Expenses & distributions

Benefits paid
$309,774
Administrative expenses
$29,718
Total expenses
$339,492
Net increase / (decrease)
$1,011,900
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Sec. Corp LLC$28.9K
    RECORDKEEPER · Direct $28.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the United Cerebral Palsy Heartland Employee Retirement Plan?
United Cerebral Palsy Heartland Employee Retirement Plan is reported as sponsored by United Cerebral Palsy Heartland (EIN 44-0579903, plan number 111) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Cerebral Palsy Heartland Employee Retirement Plan?
The latest Form 5500 filing year loaded for United Cerebral Palsy Heartland Employee Retirement Plan is 2023.
How many participants does United Cerebral Palsy Heartland Employee Retirement Plan report?
United Cerebral Palsy Heartland Employee Retirement Plan reports 419 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Cerebral Palsy Heartland Employee Retirement Plan?
United Cerebral Palsy Heartland Employee Retirement Plan reports $7,075,500 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages