403(B) Thrift Plan Of Central Association For The Blind,Inc. — Form 5500 plan (Central Association For The Blind, Inc.)
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, 403(B) Thrift Plan Of Central Association For The Blind,Inc. is a benefit plan reported by Central Association For The Blind, Inc. under EIN 15-0543587 and plan number 003. The latest loaded filing year is 2023. The filing reports 310 participants and $7,983,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Association For The Blind, Inc.
- EIN
- 15-0543587
- Plan number
- 003
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $7,983,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241213100856NAL0015617665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,983,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,983,081
- Net assets (BOY)
- $7,077,759
Income & contributions
- Employer contributions
- $441,511
- Participant contributions
- $459,589
- Total contributions
- $903,116
- Total income / additions
- $1,773,858
Expenses & distributions
- Benefits paid
- $864,955
- Administrative expenses
- $3,581
- Total expenses
- $868,536
- Net increase / (decrease)
- $905,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $98,203 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $23,720 | 2023 |
| Morgan Stanley Insurace | BROKER/ADVISER | $0 | $5,373 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,865 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $297 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Association For The Blind, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Utica, NY
- Pentegra Services Inc — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Morgan Stanley Insurace — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation