401k Plan data: CP ROCHESTER 403(B) RETIREMENT PLAN plan

CP ROCHESTER 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	CP ROCHESTER 403(B) RETIREMENT PLAN
Plan identification number	002

CP ROCHESTER 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 THE ROCHESTER AREA has sponsored the creation of one or more 401k plans.

Company Name: UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA

Employer identification number (EIN): 160743950

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CP ROCHESTER 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 MARY BOATFIELD 2019-10-15
002 2017-01-01 MARY WALSH BOATFIELD
002 2016-01-01 MARY WALSH BOATFIELD
002 2015-01-01 MARY BOATFIELD
002 2014-04-01 BARBARA MARIANETTI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	MARY BOATFIELD	2019-10-15
002	2017-01-01	MARY WALSH BOATFIELD
002	2016-01-01	MARY WALSH BOATFIELD
002	2015-01-01	MARY BOATFIELD
002	2014-04-01	BARBARA MARIANETTI

Plan Statistics for CP ROCHESTER 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CP ROCHESTER 403(B) RETIREMENT PLAN

Measure Date Value
2017: CP ROCHESTER 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 269
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 291
Number of participants with account balances 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CP ROCHESTER 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 300
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 322
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CP ROCHESTER 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 302
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 312
Number of participants with account balances 2015-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CP ROCHESTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 255
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 302
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 5
Total of all active and inactive participants 2014-04-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 307
Number of participants with account balances 2014-04-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0

Measure	Date	Value
2017: CP ROCHESTER 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	269
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	291
Number of participants with account balances	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CP ROCHESTER 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	300
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	322
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CP ROCHESTER 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	302
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	312
Number of participants with account balances	2015-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CP ROCHESTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	255
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	302
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	5
Total of all active and inactive participants	2014-04-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	307
Number of participants with account balances	2014-04-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0

Financial Data on CP ROCHESTER 403(B) RETIREMENT PLAN

Measure	Date	Value
2017 : CP ROCHESTER 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$449,682
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$119,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$104,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$301,707
Value of total assets at end of year	2017-12-31	$1,138,425
Value of total assets at beginning of year	2017-12-31	$808,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,249
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$25,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$25,149
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$217,922
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$8,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$329,796
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,138,425
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$808,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$10,926
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,010,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$696,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$44,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$15,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$15,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$122,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$83,785
Employer contributions (assets) at end of year	2017-12-31	$83,785
Employer contributions (assets) at beginning of year	2017-12-31	$87,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$104,637
Contract administrator fees	2017-12-31	$4,323
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	THE BONADIO GROUP
Accountancy firm EIN	2017-12-31	161131146
2016 : CP ROCHESTER 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$361,162
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$83,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$60,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$310,931
Value of total assets at end of year	2016-12-31	$808,629
Value of total assets at beginning of year	2016-12-31	$530,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,532
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$18,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$18,444
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$218,983
Participant contributions at end of year	2016-12-31	$8,246
Participant contributions at beginning of year	2016-12-31	$8,627
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$278,124
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$808,629
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$530,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,610
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$696,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$421,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$15,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$10,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$10,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$31,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$87,993
Employer contributions (assets) at end of year	2016-12-31	$87,986
Employer contributions (assets) at beginning of year	2016-12-31	$90,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$60,506
Contract administrator fees	2016-12-31	$20,922
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	THE BONADIO GROUP
Accountancy firm EIN	2016-12-31	161131146
2015 : CP ROCHESTER 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$345,747
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$33,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$15,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$352,263
Value of total assets at end of year	2015-12-31	$530,505
Value of total assets at beginning of year	2015-12-31	$218,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,749
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$14,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$14,170
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$230,240
Participant contributions at end of year	2015-12-31	$8,627
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$31,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$312,331
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$530,505
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$218,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$421,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$152,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$10,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-20,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$90,416
Employer contributions (assets) at end of year	2015-12-31	$90,414
Employer contributions (assets) at beginning of year	2015-12-31	$65,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$15,667
Contract administrator fees	2015-12-31	$17,749
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THE BONADIO GROUP
Accountancy firm EIN	2015-12-31	161131146
2014 : CP ROCHESTER 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$224,762
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$221,546
Value of total assets at end of year	2014-12-31	$218,174
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,588
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,818
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,818
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$152,203
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$218,174
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$218,174
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$152,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$65,862
Employer contributions (assets) at end of year	2014-12-31	$65,862
Employer contributions (assets) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$6,588
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	THE BONADIO GROUP
Accountancy firm EIN	2014-12-31	161131146

Form 5500 Responses for CP ROCHESTER 403(B) RETIREMENT PLAN

2017: CP ROCHESTER 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CP ROCHESTER 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CP ROCHESTER 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CP ROCHESTER 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	First time form 5500 has been submitted	Yes
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA
Employer identification number (EIN):	160743950
NAIC Classification:	624100
NAIC Description:	Individual and Family Services