2023 Form 5500 filing — United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust

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 20250411140542NAL0023327009001) for United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust, reported by United Cerebral Palsy Association Of Nassau County under EIN 11-1723782 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411140542NAL0023327009001
Filing year
2023
Form type
2
Plan sponsor
United Cerebral Palsy Association Of Nassau County
EIN
11-1723782
Plan number
001
Location
Roosevelt, NY
Participants
542
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,099,751
Total liabilities (EOY)
$163,270
Net assets (EOY)
$17,936,481
Employer contributions
$1,215,000
Total income / additions
$2,542,776
Benefits paid
$919,612
Administrative expenses
$311,660
Total expenses
$1,231,272
Net increase / (decrease)
$1,311,504
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Captrust Actuarial Services, LLCNONE$100,859not reported in the loaded dataset
Smith & DowneyNONE$27,704not reported in the loaded dataset
Bdo Usa, PcNONE$24,120not reported in the loaded dataset
AdpNONE$9,013not reported in the loaded dataset
VanguardNONE$6,123not reported in the loaded dataset

Related Form 5500 pages