2023 Form 5500 filing — 403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, 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 20241220120218NAL0009562448001) for 403(B) Thrift Plan Of United Cerebral Palsy Association Of Nassau County, Inc., reported by United Cerebral Palsy Association Of Nassau County, Inc. under EIN 11-1723782 and plan number 002. It reports 1,449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220120218NAL0009562448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Cerebral Palsy Association Of Nassau County, Inc.
- EIN
- 11-1723782
- Plan number
- 002
- Location
- Roosevelt, NY
- Participants
- 1,449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,459,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,459,864
- Participant contributions
- $1,251,800
- Total income / additions
- $5,391,713
- Benefits paid
- $3,652,009
- Administrative expenses
- $133,155
- Total expenses
- $3,785,164
- Net increase / (decrease)
- $1,606,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | TPA | $100,194 | not reported in the loaded dataset |
| Morgan Stanley | ADVISOR | $16,666 | not reported in the loaded dataset |
| Wealth Enhancement Adv Services LLC | ADVISOR | $9,827 | not reported in the loaded dataset |
| Mutual Of America | INSURANCE CARRIER | $1,477 | $0 |