United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust — Form 5500 plan (United Cerebral Palsy Association Of Nassau County)
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 Association Of Nassau County, Inc. Defined Benefit Plan & Trust is a benefit plan reported by United Cerebral Palsy Association Of Nassau County under EIN 11-1723782 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $18,099,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Cerebral Palsy Association Of Nassau County
- EIN
- 11-1723782
- Plan number
- 001
- Plan type
- 2
- Location
- Roosevelt, NY
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $18,099,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20250411140542NAL0023327009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,099,751
- Total liabilities (EOY)
- $163,270
- Net assets (EOY)
- $17,936,481
- Net assets (BOY)
- $16,624,977
Income & contributions
- Employer contributions
- $1,215,000
- Total contributions
- $1,215,000
- Total income / additions
- $2,542,776
Expenses & distributions
- Benefits paid
- $919,612
- Administrative expenses
- $311,660
- Total expenses
- $1,231,272
- Net increase / (decrease)
- $1,311,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Actuarial Services, LLC | NONE | $100,859 | not reported in the loaded dataset | 2023 |
| Smith & Downey | NONE | $27,704 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Pc | NONE | $24,120 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $9,013 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $6,123 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Cerebral Palsy Association Of Nassau County
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Roosevelt, NY
- Captrust Actuarial Services, LLC — Schedule C compensation
- Smith & Downey — Schedule C compensation
- Bdo Usa, Pc — Schedule C compensation
- Adp — Schedule C compensation
- Vanguard — Schedule C compensation