2023 Form 5500 filing — The Caring Coalition Of Central New York Tax Deferred Annuity Plan
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 20250312101417NAL0010093811001) for The Caring Coalition Of Central New York Tax Deferred Annuity Plan, reported by The Caring Coalition Of Central New York under EIN 16-1047041 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312101417NAL0010093811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Caring Coalition Of Central New York
- EIN
- 16-1047041
- Plan number
- 001
- Location
- Liverpool, NY
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,235,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,235,547
- Employer contributions
- $247,898
- Participant contributions
- $405,707
- Total income / additions
- $1,958,649
- Benefits paid
- $486,122
- Administrative expenses
- $31,253
- Total expenses
- $517,375
- Net increase / (decrease)
- $1,441,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $23,894 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servc | RECORDKEEPER | $7,910 | $0 |
| Lifetime Benefit Solutions Inc | CONTRACT ADMIN | $950 | not reported in the loaded dataset |
| Bpas | CONTRACT ADMIN | $455 | not reported in the loaded dataset |