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UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN
Plan identification number 003

UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.
Employer identification number (EIN):112568841
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-03-16
Company Identification Number: 828463
Legal Registered Office Address: 250 MARCUS BLVD.
Suffolk
HAUPPAUGE
United States of America (USA)
117882018

More information about UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JANINE KLEIN
0032016-01-01JANINE KLEIN
0032015-01-01JANINE KLEIN
0032014-01-01JANINE KLEIN
0032013-01-01JANINE KLEIN
0032012-01-01JANINE KLEIN JANINE KLEIN2013-10-08
0032011-01-01JANINE KLEIN
0032009-01-01JANINE KLEIN

Plan Statistics for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN

Measure Date Value
2023: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01304
Total number of active participants reported on line 7a of the Form 55002023-01-01141
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-0159
Total of all active and inactive participants2023-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01211
Number of participants with account balances2023-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01287
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01293
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01323
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01282
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01111
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01312
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01328
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01306
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01325
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01103
Total of all active and inactive participants2018-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01315
Number of participants with account balances2018-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01195
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01304
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01313
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01344
Number of participants with account balances2016-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01314
Total number of active participants reported on line 7a of the Form 55002015-01-01265
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01313
Number of participants with account balances2015-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01314
Total number of active participants reported on line 7a of the Form 55002014-01-01262
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01314
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01317
Total number of active participants reported on line 7a of the Form 55002013-01-01267
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01322
Total number of active participants reported on line 7a of the Form 55002012-01-01254
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01317
Number of participants with account balances2012-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01315
Total number of active participants reported on line 7a of the Form 55002011-01-01244
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01322
Number of participants with account balances2011-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01267
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN

Measure Date Value
2023 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,243,384
Total of all expenses incurred2023-12-31$679,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$626,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$413,495
Value of total assets at end of year2023-12-31$6,755,688
Value of total assets at beginning of year2023-12-31$6,191,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$52,713
Total interest from all sources2023-12-31$10,886
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$122,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$122,029
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$563,819
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,755,688
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,191,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,342,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,127,315
Interest earned on other investments2023-12-31$10,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$593,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$696,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$413,495
Employer contributions (assets) at end of year2023-12-31$413,495
Employer contributions (assets) at beginning of year2023-12-31$470,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$626,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2023-12-31113066459
2022 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-703,533
Total of all expenses incurred2022-12-31$1,369,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,311,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$470,918
Value of total assets at end of year2022-12-31$6,191,869
Value of total assets at beginning of year2022-12-31$8,265,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,407
Total interest from all sources2022-12-31$11,305
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$105,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$105,868
Administrative expenses professional fees incurred2022-12-31$10,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$48,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,073,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,191,869
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,265,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,127,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,042,432
Interest earned on other investments2022-12-31$11,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$593,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$793,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,291,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$470,918
Employer contributions (assets) at end of year2022-12-31$470,918
Employer contributions (assets) at beginning of year2022-12-31$429,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,311,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2022-12-31113066459
2021 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,427,757
Total of all expenses incurred2021-12-31$1,746,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,675,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$429,357
Value of total assets at end of year2021-12-31$8,265,130
Value of total assets at beginning of year2021-12-31$8,583,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,242
Total interest from all sources2021-12-31$13,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$93,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$93,468
Administrative expenses professional fees incurred2021-12-31$9,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$429,357
Amount contributed by the employer to the plan for this plan year2021-12-31$429,357
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$61,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-318,681
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,265,130
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,583,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,042,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,363,358
Interest earned on other investments2021-12-31$13,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$793,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$764,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$891,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$429,357
Employer contributions (assets) at end of year2021-12-31$429,357
Employer contributions (assets) at beginning of year2021-12-31$455,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,675,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2021-12-31113066459
2020 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,556,726
Total of all expenses incurred2020-12-31$745,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$682,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$455,502
Value of total assets at end of year2020-12-31$8,583,811
Value of total assets at beginning of year2020-12-31$7,772,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,338
Total interest from all sources2020-12-31$14,902
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$121,491
Administrative expenses professional fees incurred2020-12-31$9,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$455,502
Amount contributed by the employer to the plan for this plan year2020-12-31$455,502
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,358
Administrative expenses (other) incurred2020-12-31$52,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$811,433
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,583,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,772,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,363,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,678,062
Interest earned on other investments2020-12-31$14,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$764,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$670,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$964,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$455,502
Employer contributions (assets) at end of year2020-12-31$455,502
Employer contributions (assets) at beginning of year2020-12-31$424,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$681,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2020-12-31113066459
2019 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,809,007
Total of all expenses incurred2019-12-31$1,832,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,767,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$437,599
Value of total assets at end of year2019-12-31$7,772,378
Value of total assets at beginning of year2019-12-31$7,795,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,227
Total interest from all sources2019-12-31$16,812
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,678
Administrative expenses professional fees incurred2019-12-31$9,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$424,313
Amount contributed by the employer to the plan for this plan year2019-12-31$424,313
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$55,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-23,541
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,772,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,795,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,678,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,567,292
Interest earned on other investments2019-12-31$16,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$670,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$793,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,235,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$437,599
Employer contributions (assets) at end of year2019-12-31$424,313
Employer contributions (assets) at beginning of year2019-12-31$434,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,767,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2019-12-31113066459
2018 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$224,019
Total of all expenses incurred2018-12-31$754,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$688,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$434,835
Value of total assets at end of year2018-12-31$7,795,919
Value of total assets at beginning of year2018-12-31$8,325,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,759
Total interest from all sources2018-12-31$16,814
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$118,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$118,438
Administrative expenses professional fees incurred2018-12-31$9,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$434,835
Amount contributed by the employer to the plan for this plan year2018-12-31$434,835
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$56,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-529,999
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,795,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,325,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,567,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,026,613
Interest earned on other investments2018-12-31$16,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$793,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$830,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-346,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$434,835
Employer contributions (assets) at end of year2018-12-31$434,835
Employer contributions (assets) at beginning of year2018-12-31$468,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$688,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2018-12-31113066459
2017 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,481,306
Total of all expenses incurred2017-12-31$737,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$685,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$468,432
Value of total assets at end of year2017-12-31$8,325,918
Value of total assets at beginning of year2017-12-31$7,582,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,914
Total interest from all sources2017-12-31$18,603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$97,532
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$468,623
Amount contributed by the employer to the plan for this plan year2017-12-31$468,623
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$51,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$743,602
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,325,918
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,582,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,026,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,985,956
Interest earned on other investments2017-12-31$18,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,124,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,124,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$830,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$896,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$468,432
Employer contributions (assets) at end of year2017-12-31$468,623
Employer contributions (assets) at beginning of year2017-12-31$471,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$685,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2017-12-31113066459
2016 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$849,568
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$976,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$966,449
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$473,536
Value of total assets at end of year2016-12-31$7,582,316
Value of total assets at beginning of year2016-12-31$7,709,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,166
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$529
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$213,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$213,072
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$516,690
Amount contributed by the employer to the plan for this plan year2016-12-31$516,690
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$10,166
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-127,047
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,582,316
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,709,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,985,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,368,528
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,124,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$838,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$838,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$529
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$162,431
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$473,536
Employer contributions (assets) at end of year2016-12-31$471,558
Employer contributions (assets) at beginning of year2016-12-31$502,273
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$966,449
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2016-12-31113066459
2015 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$583,379
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$511,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$503,019
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$505,360
Value of total assets at end of year2015-12-31$7,709,363
Value of total assets at beginning of year2015-12-31$7,637,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,152
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$313,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$313,602
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$553,776
Amount contributed by the employer to the plan for this plan year2015-12-31$553,776
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$8,152
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$72,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,709,363
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,637,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,368,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,288,712
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$838,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$849,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$849,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$124
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-235,707
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$505,360
Employer contributions (assets) at end of year2015-12-31$502,273
Employer contributions (assets) at beginning of year2015-12-31$499,095
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$503,019
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2015-12-31113066459
2014 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$980,183
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$749,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$741,379
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$499,095
Value of total assets at end of year2014-12-31$7,637,155
Value of total assets at beginning of year2014-12-31$7,406,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,158
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$91
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$371,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$371,582
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$530,081
Amount contributed by the employer to the plan for this plan year2014-12-31$530,081
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$8,158
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$230,646
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,637,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,406,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,288,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,997,870
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$849,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$903,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$903,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$91
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$109,415
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$499,095
Employer contributions (assets) at end of year2014-12-31$499,095
Employer contributions (assets) at beginning of year2014-12-31$505,571
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$741,379
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2014-12-31113066459
2013 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,555,404
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$433,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$425,321
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$505,571
Value of total assets at end of year2013-12-31$7,406,509
Value of total assets at beginning of year2013-12-31$6,284,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,412
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$236,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$236,892
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$522,852
Amount contributed by the employer to the plan for this plan year2013-12-31$522,852
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$8,412
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,121,671
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,406,509
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,284,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,997,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,851,724
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$903,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$954,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$954,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$95
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$812,846
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$505,571
Employer contributions (assets) at end of year2013-12-31$505,571
Employer contributions (assets) at beginning of year2013-12-31$478,776
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$425,321
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2013-12-31113066459
2012 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$3,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,044,814
Total of all expenses incurred2012-12-31$460,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$451,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$478,776
Value of total assets at end of year2012-12-31$6,284,838
Value of total assets at beginning of year2012-12-31$5,696,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,569
Total interest from all sources2012-12-31$92
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$98,156
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$536,306
Amount contributed by the employer to the plan for this plan year2012-12-31$536,306
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$8,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$584,368
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,284,838
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,696,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,851,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,290,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$954,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$870,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$870,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$467,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$478,776
Employer contributions (assets) at end of year2012-12-31$478,776
Employer contributions (assets) at beginning of year2012-12-31$534,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$451,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2012-12-31113066459
2011 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$412,719
Total of all expenses incurred2011-12-31$57,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$534,858
Value of total assets at end of year2011-12-31$5,696,510
Value of total assets at beginning of year2011-12-31$5,341,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,424
Total interest from all sources2011-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$116,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$116,386
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$544,165
Amount contributed by the employer to the plan for this plan year2011-12-31$544,165
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$8,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$355,030
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,696,510
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,341,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,290,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,068,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$870,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$733,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$733,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-238,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$534,858
Employer contributions (assets) at end of year2011-12-31$534,858
Employer contributions (assets) at beginning of year2011-12-31$539,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2011-12-31113066459
2010 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,066,400
Total of all expenses incurred2010-12-31$147,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$139,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$539,509
Value of total assets at end of year2010-12-31$5,341,480
Value of total assets at beginning of year2010-12-31$4,422,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,698
Total interest from all sources2010-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$74,088
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$550,383
Amount contributed by the employer to the plan for this plan year2010-12-31$550,383
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$7,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$918,710
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,341,480
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,422,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,068,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,249,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$733,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$682,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$682,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$452,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$539,509
Employer contributions (assets) at end of year2010-12-31$539,509
Employer contributions (assets) at beginning of year2010-12-31$490,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$139,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CERINI & ASSOCIATES LLP
Accountancy firm EIN2010-12-31113066459
2009 : UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$512,453
Amount contributed by the employer to the plan for this plan year2009-12-31$512,453

Form 5500 Responses for UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN

2023: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY ASSOC. OF GREATER SUFFOLK, INC MANAGEMENT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-11-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered273
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered276
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered261
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered286
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080589
Policy instance 1
Insurance contract or identification numberTA080589
Number of Individuals Covered283
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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