Upstate Caring Partners 403(B) Retirement Plan — Form 5500 plan (Upstate Cerebral Palsy Dba Upstate Caring Partners)
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, Upstate Caring Partners 403(B) Retirement Plan is a benefit plan reported by Upstate Cerebral Palsy Dba Upstate Caring Partners under EIN 15-0543657 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,713 participants and $59,218,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upstate Cerebral Palsy Dba Upstate Caring Partners
- EIN
- 15-0543657
- Plan number
- 001
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 2,713
- End-of-year plan assets
- $59,218,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,713 | H, C | 20241007084752NAL0007426819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,218,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,218,178
- Net assets (BOY)
- $59,024,971
Income & contributions
- Employer contributions
- $1,909,074
- Participant contributions
- $2,702,764
- Total contributions
- $5,016,661
- Total income / additions
- $13,366,736
Expenses & distributions
- Benefits paid
- $12,399,437
- Administrative expenses
- $45,646
- Total expenses
- $12,449,317
- Net increase / (decrease)
- $917,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | SERVICE PROVIDER | $28,660 | $0 | 2023 |
| Actuarial Pension Analysts Inc | SERVICE PROVIDER | $0 | $22,592 | 2023 |
| Harter Secrest & Emery Llp | SERVICE PROVIDER | $16,986 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upstate Cerebral Palsy Dba Upstate Caring Partners
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Utica, NY
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Pension Analysts Inc — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation