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UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN
Plan identification number 004

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

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

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JANINE KLEIN
0042016-01-01
0042015-01-01
0042014-01-01JANINE KLEIN
0042013-01-01JANINE KLEIN
0042012-01-01JANINE KLEIN
0042011-01-01JANINE KLEIN
0042010-01-01JANINE KLEIN
0042009-01-01JANINE KLEIN

Plan Statistics for UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN

Measure Date Value
2022: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01741
Total number of active participants reported on line 7a of the Form 55002022-01-01651
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01754
Number of participants with account balances2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01753
Total number of active participants reported on line 7a of the Form 55002021-01-01656
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01741
Number of participants with account balances2021-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01792
Total number of active participants reported on line 7a of the Form 55002020-01-01694
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01753
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01825
Total number of active participants reported on line 7a of the Form 55002019-01-01732
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01792
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01851
Total number of active participants reported on line 7a of the Form 55002018-01-01775
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01825
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01857
Total number of active participants reported on line 7a of the Form 55002017-01-01804
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01851
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01917
Total number of active participants reported on line 7a of the Form 55002016-01-01806
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01857
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01866
Total number of active participants reported on line 7a of the Form 55002015-01-01876
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01917
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01872
Total number of active participants reported on line 7a of the Form 55002014-01-01827
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01866
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01819
Total number of active participants reported on line 7a of the Form 55002013-01-01837
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01872
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01979
Total number of active participants reported on line 7a of the Form 55002012-01-01809
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01819
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01961
Total number of active participants reported on line 7a of the Form 55002011-01-01959
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01979
Number of participants with account balances2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01913
Total number of active participants reported on line 7a of the Form 55002010-01-01943
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01961
Number of participants with account balances2010-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01861
Total number of active participants reported on line 7a of the Form 55002009-01-01905
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01913
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-93,138
Total of all expenses incurred2022-12-31$992,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$951,668
Expenses. Certain deemed distributions of participant loans2022-12-31$3,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$693,367
Value of total assets at end of year2022-12-31$6,985,981
Value of total assets at beginning of year2022-12-31$8,071,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,506
Total interest from all sources2022-12-31$91,156
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$72,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$72,220
Administrative expenses professional fees incurred2022-12-31$5,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$693,367
Participant contributions at end of year2022-12-31$33,316
Participant contributions at beginning of year2022-12-31$37,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$124
Administrative expenses (other) incurred2022-12-31$31,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,085,682
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,985,981
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,071,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,374,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,449,060
Interest on participant loans2022-12-31$1,512
Interest earned on other investments2022-12-31$89,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,577,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,585,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-949,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$951,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31113066459
2021 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,703,299
Total of all expenses incurred2021-12-31$3,239,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,184,819
Expenses. Certain deemed distributions of participant loans2021-12-31$3,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$665,782
Value of total assets at end of year2021-12-31$8,071,663
Value of total assets at beginning of year2021-12-31$9,607,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,736
Total interest from all sources2021-12-31$93,014
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$71,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$71,043
Administrative expenses professional fees incurred2021-12-31$5,900
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$665,782
Participant contributions at end of year2021-12-31$37,340
Participant contributions at beginning of year2021-12-31$76,150
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$484
Administrative expenses (other) incurred2021-12-31$44,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,536,226
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,071,663
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,607,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,449,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,897,048
Interest on participant loans2021-12-31$3,438
Interest earned on other investments2021-12-31$89,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,585,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,634,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$873,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,184,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31113066459
2020 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,712,555
Total of all expenses incurred2020-12-31$424,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$370,428
Expenses. Certain deemed distributions of participant loans2020-12-31$8,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$751,513
Value of total assets at end of year2020-12-31$9,607,889
Value of total assets at beginning of year2020-12-31$8,319,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,127
Total interest from all sources2020-12-31$97,229
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$103,875
Administrative expenses professional fees incurred2020-12-31$8,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$640,028
Participant contributions at end of year2020-12-31$76,150
Participant contributions at beginning of year2020-12-31$90,644
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$758,353
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$111,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$340
Administrative expenses (other) incurred2020-12-31$36,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,288,462
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,607,889
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,319,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,897,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,980,476
Interest on participant loans2020-12-31$6,682
Interest earned on other investments2020-12-31$90,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,634,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,489,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$759,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$370,428
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31113066459
2019 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,742,200
Total income from all sources (including contributions)2019-12-31$1,742,200
Total of all expenses incurred2019-12-31$931,915
Total of all expenses incurred2019-12-31$931,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$832,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$832,714
Expenses. Certain deemed distributions of participant loans2019-12-31$59,654
Expenses. Certain deemed distributions of participant loans2019-12-31$59,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,105
Value of total assets at end of year2019-12-31$8,319,427
Value of total assets at end of year2019-12-31$8,319,427
Value of total assets at beginning of year2019-12-31$7,509,142
Value of total assets at beginning of year2019-12-31$7,509,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,547
Total interest from all sources2019-12-31$100,367
Total interest from all sources2019-12-31$100,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,932
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$90,932
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$90,932
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$617,712
Participant contributions at end of year2019-12-31$90,644
Participant contributions at end of year2019-12-31$90,644
Participant contributions at beginning of year2019-12-31$151,711
Participant contributions at beginning of year2019-12-31$151,711
Assets. Other investments not covered elsewhere at end of year2019-12-31$758,353
Assets. Other investments not covered elsewhere at end of year2019-12-31$758,353
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,664,903
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,664,903
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,393
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$340
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$416
Administrative expenses (other) incurred2019-12-31$39,547
Administrative expenses (other) incurred2019-12-31$39,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$810,285
Value of net income/loss2019-12-31$810,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,319,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,319,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,509,142
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,509,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,980,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,980,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,484,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,484,252
Interest on participant loans2019-12-31$7,818
Interest on participant loans2019-12-31$7,818
Interest earned on other investments2019-12-31$92,549
Interest earned on other investments2019-12-31$92,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,489,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,489,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$207,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$207,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$904,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$904,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$832,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$832,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CERINI & ASSOCIATES, LLP
Accountancy firm name2019-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31113066459
Accountancy firm EIN2019-12-31113066459
2018 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$507,681
Total of all expenses incurred2018-12-31$781,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$742,386
Expenses. Certain deemed distributions of participant loans2018-12-31$3,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$601,043
Value of total assets at end of year2018-12-31$7,509,142
Value of total assets at beginning of year2018-12-31$7,783,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,855
Total interest from all sources2018-12-31$107,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$76,189
Administrative expenses professional fees incurred2018-12-31$6,138
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$544,192
Participant contributions at end of year2018-12-31$151,711
Participant contributions at beginning of year2018-12-31$131,075
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,664,903
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,849,513
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$238
Administrative expenses (other) incurred2018-12-31$29,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-274,288
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,509,142
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,783,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,484,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,802,604
Interest on participant loans2018-12-31$7,983
Interest earned on other investments2018-12-31$99,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$207,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-277,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$742,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31113066459
2017 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,453,859
Total of all expenses incurred2017-12-31$798,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$662,546
Value of total assets at end of year2017-12-31$7,783,430
Value of total assets at beginning of year2017-12-31$7,128,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,832
Total interest from all sources2017-12-31$101,020
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$54,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$54,720
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$538,706
Participant contributions at end of year2017-12-31$131,075
Participant contributions at beginning of year2017-12-31$109,971
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,849,513
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,810,593
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$123,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$29,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$655,413
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,783,430
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,128,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,802,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,021,759
Interest on participant loans2017-12-31$3,633
Interest earned on other investments2017-12-31$97,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$185,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$185,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$635,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CERINI & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31113066459
2016 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,045,260
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,027,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,023,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$572,157
Value of total assets at end of year2016-12-31$7,128,017
Value of total assets at beginning of year2016-12-31$8,110,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,918
Total interest from all sources2016-12-31$100,554
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,677
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$498,877
Participant contributions at end of year2016-12-31$109,971
Participant contributions at beginning of year2016-12-31$122,464
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,810,593
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,823,511
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,280
Other income not declared elsewhere2016-12-31$80,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-982,427
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,128,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,110,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,021,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,129,037
Interest on participant loans2016-12-31$3,544
Interest earned on other investments2016-12-31$97,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$185,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$35,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$35,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$177,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,023,769
Contract administrator fees2016-12-31$3,918
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2016-12-31113066459
2015 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$781,731
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$363,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$359,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$707,678
Value of total assets at end of year2015-12-31$8,110,444
Value of total assets at beginning of year2015-12-31$7,692,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,452
Total interest from all sources2015-12-31$91,253
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$214,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$214,679
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,762
Participant contributions at end of year2015-12-31$122,464
Participant contributions at beginning of year2015-12-31$121,123
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,823,511
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,602,429
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$169,916
Other income not declared elsewhere2015-12-31$-1,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$418,423
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,110,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,692,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,129,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,949,699
Interest on participant loans2015-12-31$3,679
Interest earned on other investments2015-12-31$87,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$35,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-230,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$359,856
Contract administrator fees2015-12-31$3,452
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2015-12-31113066459
2014 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,031,536
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$356,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$353,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$558,167
Value of total assets at end of year2014-12-31$7,692,021
Value of total assets at beginning of year2014-12-31$7,016,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,243
Total interest from all sources2014-12-31$83,479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$249,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$249,233
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$443,167
Participant contributions at end of year2014-12-31$121,123
Participant contributions at beginning of year2014-12-31$132,689
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,602,429
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,503,281
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$115,000
Other income not declared elsewhere2014-12-31$97,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$675,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,692,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,016,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,949,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,352,839
Interest on participant loans2014-12-31$3,673
Interest earned on other investments2014-12-31$79,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$353,124
Contract administrator fees2014-12-31$3,243
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2014-12-31113066459
2013 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,464,516
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$242,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$239,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$514,479
Value of total assets at end of year2013-12-31$7,016,852
Value of total assets at beginning of year2013-12-31$5,794,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,428
Total interest from all sources2013-12-31$79,325
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$136,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$136,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$442,296
Participant contributions at end of year2013-12-31$132,689
Participant contributions at beginning of year2013-12-31$118,703
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,503,281
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,191,389
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,183
Other income not declared elsewhere2013-12-31$292,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,221,888
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,016,852
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,794,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,352,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,462,027
Interest on participant loans2013-12-31$3,601
Interest earned on other investments2013-12-31$75,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$441,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$239,200
Contract administrator fees2013-12-31$3,428
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2013-12-31113066459
2012 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,076,483
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$339,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$336,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$564,305
Value of total assets at end of year2012-12-31$5,794,964
Value of total assets at beginning of year2012-12-31$5,058,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,069
Total interest from all sources2012-12-31$77,974
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$49,763
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$495,892
Participant contributions at end of year2012-12-31$118,703
Participant contributions at beginning of year2012-12-31$102,734
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,191,389
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,081,793
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,413
Other income not declared elsewhere2012-12-31$135,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$736,534
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,794,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,058,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,462,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,857,948
Interest on participant loans2012-12-31$4,123
Interest earned on other investments2012-12-31$73,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$248,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$336,880
Contract administrator fees2012-12-31$3,069
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2012-12-31113066459
2011 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$535,337
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$245,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$244,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$573,395
Value of total assets at end of year2011-12-31$5,058,430
Value of total assets at beginning of year2011-12-31$4,769,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,838
Total interest from all sources2011-12-31$4,269
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,623
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$463,885
Participant contributions at end of year2011-12-31$102,734
Participant contributions at beginning of year2011-12-31$104,588
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,081,793
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,361,640
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$109,510
Other income not declared elsewhere2011-12-31$50,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$289,405
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,058,430
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,769,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,857,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,302,797
Interest on participant loans2011-12-31$4,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$244,094
Contract administrator fees2011-12-31$1,838
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2011-12-31113066459
2010 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,031,577
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$103,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$102,112
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$605,346
Value of total assets at end of year2010-12-31$4,769,025
Value of total assets at beginning of year2010-12-31$3,840,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,235
Total interest from all sources2010-12-31$2,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,717
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$513,847
Participant contributions at end of year2010-12-31$104,588
Participant contributions at beginning of year2010-12-31$110,224
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$21,772
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,361,640
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,066,415
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$91,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$240,167
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$928,230
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,769,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,840,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,302,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$642,384
Interest on participant loans2010-12-31$2,555
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$172,792
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$102,112
Contract administrator fees2010-12-31$1,235
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CERINI AND ASSOCIATES, LLP
Accountancy firm EIN2010-12-31113066459
2009 : UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN

2022: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered198
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,220
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,631
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered38
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,504
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,748
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,398
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,808
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,338
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,674
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered40
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
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 number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,884
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,134
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069853
Policy instance 4
Insurance contract or identification numberTA069853
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number665X48
Policy instance 3
Insurance contract or identification number665X48
Number of Individuals Covered25
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,534
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,521
Insurance broker organization code?3
Insurance broker nameSHERRY C CESARE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1087225
Policy instance 2
Insurance contract or identification number1087225
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number041343
Policy instance 1
Insurance contract or identification number041343
Number of Individuals Covered41
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,508
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,508
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC

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