401k Plan data: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN plan

UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN
Plan identification number	002

UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 OF GREATER CLEVELAND, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED CEREBRAL PALSY OF GREATER CLEVELAND, INC.

Employer identification number (EIN): 340753561

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PATRICIA OTTER
002 2016-01-01 PATRICIA OTTER
002 2015-01-01 PATRICIA OTTER
002 2014-01-01 PATRICIA OTTER
002 2013-01-01 PATRICIA OTTER
002 2012-01-01 RANDALL SIMMONS
002 2011-01-01 RANDALL SIMMONS
002 2010-01-01 PATRICIA OTTER

Plan Statistics for UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN

Measure Date Value
2023: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 165
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 72
Total of all active and inactive participants 2023-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 237
Number of participants with account balances 2023-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 52
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 153
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 193
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 235
Number of participants with account balances 2020-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 200
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 237
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 273
Number of participants with account balances 2018-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 221
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 250
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 160
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 186
Number of participants with account balances 2016-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 10
2015: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 162
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 219
Number of participants with account balances 2015-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 160
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 66
Total of all active and inactive participants 2014-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 226
Number of participants with account balances 2014-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 223
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 241
Number of participants with account balances 2013-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 172
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 177
Number of participants with account balances 2012-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 133
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 154
Number of participants with account balances 2011-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 125
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 140
Number of participants with account balances 2010-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2023: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	165
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	72
Total of all active and inactive participants	2023-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	237
Number of participants with account balances	2023-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	52
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	153
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	193
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	235
Number of participants with account balances	2020-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	200
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	237
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	273
Number of participants with account balances	2018-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	221
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	250
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	160
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	186
Number of participants with account balances	2016-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	10
2015: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	162
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	219
Number of participants with account balances	2015-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	160
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	66
Total of all active and inactive participants	2014-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	226
Number of participants with account balances	2014-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	223
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	241
Number of participants with account balances	2013-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	172
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	177
Number of participants with account balances	2012-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	133
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	154
Number of participants with account balances	2011-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	125
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	140
Number of participants with account balances	2010-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN

Measure	Date	Value
2023 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$948,408
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$188,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$187,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$411,821
Value of total assets at end of year	2023-12-31	$3,943,157
Value of total assets at beginning of year	2023-12-31	$3,183,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,192
Total interest from all sources	2023-12-31	$1,739
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$280,945
Participant contributions at end of year	2023-12-31	$35,975
Participant contributions at beginning of year	2023-12-31	$16,802
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$28,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$760,080
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,943,157
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,183,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$3,837,243
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,101,969
Interest on participant loans	2023-12-31	$1,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$69,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$64,306
Net investment gain/loss from pooled separate accounts	2023-12-31	$534,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$102,783
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$187,136
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HW&CO.
Accountancy firm EIN	2023-12-31	341663157
2022 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-300,946
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$261,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$260,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$342,832
Value of total assets at end of year	2022-12-31	$3,183,077
Value of total assets at beginning of year	2022-12-31	$3,745,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$921
Total interest from all sources	2022-12-31	$880
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$256,026
Participant contributions at end of year	2022-12-31	$16,802
Participant contributions at beginning of year	2022-12-31	$14,562
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-562,048
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,183,077
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,745,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,101,969
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,718,571
Interest on participant loans	2022-12-31	$880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$64,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$11,992
Net investment gain/loss from pooled separate accounts	2022-12-31	$-644,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$86,806
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$260,181
Contract administrator fees	2022-12-31	$921
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HW&CO.
Accountancy firm EIN	2022-12-31	341663157
2021 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$732,982
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$99,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$97,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$311,207
Value of total assets at end of year	2021-12-31	$3,745,125
Value of total assets at beginning of year	2021-12-31	$3,111,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,932
Total interest from all sources	2021-12-31	$1,730
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$232,810
Participant contributions at end of year	2021-12-31	$14,562
Participant contributions at beginning of year	2021-12-31	$30,146
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$8,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$633,618
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,745,125
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,111,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,718,571
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,058,836
Interest on participant loans	2021-12-31	$1,617
Interest earned on other investments	2021-12-31	$113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$11,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$10,389
Net investment gain/loss from pooled separate accounts	2021-12-31	$420,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$78,397
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$3,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$97,432
Contract administrator fees	2021-12-31	$1,932
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HW&CO.
Accountancy firm EIN	2021-12-31	341663157
2020 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$695,746
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$96,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$95,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$314,101
Value of total assets at end of year	2020-12-31	$3,111,507
Value of total assets at beginning of year	2020-12-31	$2,511,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$681
Total interest from all sources	2020-12-31	$2,593
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$234,000
Participant contributions at end of year	2020-12-31	$30,146
Participant contributions at beginning of year	2020-12-31	$47,502
Participant contributions at end of year	2020-12-31	$8,461
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$599,669
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,111,507
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,511,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,455,768
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,058,836
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$2,501
Interest earned on other investments	2020-12-31	$92
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$10,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,568
Net investment gain/loss from pooled separate accounts	2020-12-31	$379,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$80,101
Employer contributions (assets) at end of year	2020-12-31	$3,043
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$95,396
Contract administrator fees	2020-12-31	$681
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2020-12-31	340677006
2019 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$722,312
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$122,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$118,854
Value of total corrective distributions	2019-12-31	$2,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$309,435
Value of total assets at end of year	2019-12-31	$2,511,838
Value of total assets at beginning of year	2019-12-31	$1,912,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,534
Total interest from all sources	2019-12-31	$3,219
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$232,947
Participant contributions at end of year	2019-12-31	$47,502
Participant contributions at beginning of year	2019-12-31	$51,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$599,799
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,511,838
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,912,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,455,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,848,648
Interest on participant loans	2019-12-31	$3,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$409,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$76,488
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$118,854
Contract administrator fees	2019-12-31	$1,534
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2019-12-31	340677006
2018 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$168,222
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$38,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$36,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$317,528
Value of total assets at end of year	2018-12-31	$1,912,039
Value of total assets at beginning of year	2018-12-31	$1,782,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,008
Total interest from all sources	2018-12-31	$3,579
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,008
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$222,735
Participant contributions at end of year	2018-12-31	$51,474
Participant contributions at beginning of year	2018-12-31	$62,737
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$129,407
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,912,039
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,782,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,848,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,704,256
Interest on participant loans	2018-12-31	$3,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-152,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$79,369
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$36,807
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2018-12-31	340677006
2017 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$472,563
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$257,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$252,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$235,312
Value of total assets at end of year	2017-12-31	$1,782,632
Value of total assets at beginning of year	2017-12-31	$1,567,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,944
Total interest from all sources	2017-12-31	$599
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,944
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$172,780
Participant contributions at end of year	2017-12-31	$62,737
Participant contributions at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$215,309
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,782,632
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,567,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,704,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,554,305
Interest on participant loans	2017-12-31	$453
Interest earned on other investments	2017-12-31	$146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$13,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$236,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$62,532
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$252,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2017-12-31	340677006
2016 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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
Total income from all sources (including contributions)	2016-12-31	$324,281
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$65,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$63,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$226,745
Value of total assets at end of year	2016-12-31	$1,567,323
Value of total assets at beginning of year	2016-12-31	$1,308,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,372
Total interest from all sources	2016-12-31	$111
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,372
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$150,912
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$11,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$258,575
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,567,323
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,308,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,554,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,299,744
Interest earned on other investments	2016-12-31	$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$97,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$64,052
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$63,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2016-12-31	340677006
2015 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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
Total income from all sources (including contributions)	2015-12-31	$177,102
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$436,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$436,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$188,878
Value of total assets at end of year	2015-12-31	$1,308,748
Value of total assets at beginning of year	2015-12-31	$1,568,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$650
Total interest from all sources	2015-12-31	$2,262
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$650
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$128,701
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-259,735
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,308,748
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,568,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,299,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,347,989
Interest earned on other investments	2015-12-31	$2,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$220,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-14,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$55,389
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$436,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2015-12-31	340677006
2014 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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
Total income from all sources (including contributions)	2014-12-31	$190,100
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$95,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$93,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$220,970
Value of total assets at end of year	2014-12-31	$1,568,483
Value of total assets at beginning of year	2014-12-31	$1,473,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,460
Total interest from all sources	2014-12-31	$5,706
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$144,852
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,148
Other income not declared elsewhere	2014-12-31	$-88,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$94,805
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,568,483
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,473,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,347,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,183,082
Interest earned on other investments	2014-12-31	$5,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$220,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$202,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$51,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$69,970
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$88,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$93,835
Contract administrator fees	2014-12-31	$1,460
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2014-12-31	340677006
2013 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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
Total income from all sources (including contributions)	2013-12-31	$387,845
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$54,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$51,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$229,561
Value of total assets at end of year	2013-12-31	$1,473,678
Value of total assets at beginning of year	2013-12-31	$1,139,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,113
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$137,825
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$23,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$333,728
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,473,678
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,139,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,183,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$852,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$202,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$193,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$158,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$68,434
Employer contributions (assets) at end of year	2013-12-31	$88,376
Employer contributions (assets) at beginning of year	2013-12-31	$93,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$51,004
Contract administrator fees	2013-12-31	$3,113
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MALONEY & NOVOTNY
Accountancy firm EIN	2013-12-31	340677006
2012 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$266,334
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	$346,354
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$203,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$200,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$244,361
Value of total assets at end of year	2012-12-31	$1,139,950
Value of total assets at beginning of year	2012-12-31	$731,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,150
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$85,773
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$25,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$142,522
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,139,950
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$731,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$852,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$601,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$193,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$129,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$101,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$133,042
Employer contributions (assets) at end of year	2012-12-31	$93,746
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$200,682
Contract administrator fees	2012-12-31	$3,150
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOWARD, WERSHBALE & CO
Accountancy firm EIN	2012-12-31	341663157
2011 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$-22,479
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$29,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$27,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$731,094
Value of total assets at beginning of year	2011-12-31	$782,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,650
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$125,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-51,578
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$731,094
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$782,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$601,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$554,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$129,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$90,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-22,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$138,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$27,449
Contract administrator fees	2011-12-31	$1,650
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOWARD, WERSHBALE & CO
Accountancy firm EIN	2011-12-31	341663157
2010 : UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$207,413
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$85,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$83,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$138,475
Value of total assets at end of year	2010-12-31	$782,672
Value of total assets at beginning of year	2010-12-31	$660,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,100
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$125,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$122,066
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$782,672
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$660,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$554,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$565,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$90,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$93,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$68,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$138,475
Employer contributions (assets) at end of year	2010-12-31	$138,122
Employer contributions (assets) at beginning of year	2010-12-31	$1,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$83,247
Contract administrator fees	2010-12-31	$2,100
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOWARD, WERSHBALE & CO
Accountancy firm EIN	2010-12-31	341663157

Form 5500 Responses for UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN

2023: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	181
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	156
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	132
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	142
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	136
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	130
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813608

Policy instance

Insurance contract or identification number	813608
Number of Individuals Covered	172
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,679
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,679
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,912
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,912
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	212
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,442
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,442
Insurance broker organization code?	3
Insurance broker name	ROYAL ALLIANCE ASSOCIATES INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	203
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	163
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,339
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,333
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISORS LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	121
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,686
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFC056

Policy instance

Insurance contract or identification number	VFC056
Number of Individuals Covered	93
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,119
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	UNITED CEREBRAL PALSY OF GREATER CLEVELAND, INC.
Employer identification number (EIN):	340753561
NAIC Classification:	624100
NAIC Description:	Individual and Family Services