How many benefit plans does Concepts Of Independence, Inc. report on Form 5500?

Concepts Of Independence, Inc. (EIN 51-0239824) reports 4 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Concepts Of Independence, Inc.?

The Employer Identification Number (EIN) reported for Concepts Of Independence, Inc. is 51-0239824.

What is the latest Form 5500 filing year for Concepts Of Independence, Inc.?

The latest loaded Form 5500 filing year for Concepts Of Independence, Inc. is 2023.

Concepts Of Independence, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Concepts Of Independence, Inc. (EIN 51-0239824) is a plan sponsor located in New York, NY with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 51-0239824
Location: New York, NY
Loaded plans: 4
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Concepts Of Independence, Inc.

4 loaded plans hold $21.7M in reported assets.
The largest, Concepts Of Independence, Inc. Supplemental Retirement Plan, holds 55% of this company's reported plan assets.
Plans cover 2,806 reported participants.
4 of 4 plans report full financial statements.
4 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.4MSummed across loaded plans$21,391,356

Total reported assets$21.7M$21,693,718

Total reported participants2.8K2,806

Total reported liabilities$302.4K$302,362

Reported net position

Reported assets = net assets + liabilities (summed)$21.7M total assets

Net assets$21.4MLiabilities$302.4K

Contributions & income

Employer contributions$7.6M

Participant contributions$958.5K

Total income / additions$10.6M

Expenses & distributions

Benefits paid / distributions$4.6M

Total expenses$4.9M

Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements4 / 4 (100%)

Plans with provider compensation4 / 4 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Concepts Of Independence, Inc. Supplemental Retirement Plan

Participants per plan702Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Concepts Of Independence, Inc. Supplemental Retirement Plan$12M
Plan #003 · 2,150 participants · 2023
2
Concepts Salary Deferral 403(B) Plan$5.8M
Plan #005 · 414 participants · 2023
3
Concepts Of Independence, Inc. Staff Profit Sharing Plan$3.5M
Plan #002 · 135 participants · 2023
4
Concepts Of Independence, Inc. Defined Benefit Pension$329K
Plan #001 · 107 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Concepts Of Independence, Inc.. Open one for its full reported snapshot.

2023
Concepts Of Independence, Inc. Defined Benefit Pension107 participants · 2Sch HSch C
View filing →
2023
Concepts Salary Deferral 403(B) Plan414 participants · 2Sch HSch C
View filing →
2023
Concepts Of Independence, Inc. Supplemental Retirement Plan2,150 participants · 2Sch HSch C
View filing →
2023
Concepts Of Independence, Inc. Staff Profit Sharing Plan135 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Concepts Of Independence, Inc. report on Form 5500?: Concepts Of Independence, Inc. (EIN 51-0239824) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Concepts Of Independence, Inc.?: The Employer Identification Number (EIN) reported for Concepts Of Independence, Inc. is 51-0239824.
What is the latest Form 5500 filing year for Concepts Of Independence, Inc.?: The latest loaded Form 5500 filing year for Concepts Of Independence, Inc. is 2023.