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UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameUNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN
Plan identification number 002

UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 OF QUEENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED CEREBRAL PALSY OF QUEENS, INC.
Employer identification number (EIN):111665821
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01TERRI ROSS2023-04-11
0022020-07-01TERRI ROSS2022-03-24 TERRI ROSS2022-03-24
0022019-07-01TERRI ROSS2021-03-11 TERRI ROSS2021-03-11
0022018-07-01TERRI ROSS2020-03-17 TERRI ROSS2020-03-17
0022017-07-01TERRI ROSS2019-03-18
0022016-07-01
0022015-07-01CHARLES HOUSTON
0022014-07-01CHARLES HOUSTON
0022013-07-01CHARLES HOUSTON
0022012-07-01CHARLES HOUSTON
0022011-07-01CHARLES HOUSTON
0022010-07-01CHARLES HOUSTON CHARLES HOUSTON2012-08-10
0022009-07-01CHARLES HOUSTON
0022009-07-01CHARLES HOUSTON CHARLES HOUSTON2011-05-12

Plan Statistics for UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN

401k plan membership statisitcs for UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN

Measure Date Value
2021: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01561
Total number of active participants reported on line 7a of the Form 55002021-07-01347
Number of retired or separated participants receiving benefits2021-07-01124
Number of other retired or separated participants entitled to future benefits2021-07-0113
Total of all active and inactive participants2021-07-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01485
Number of participants with account balances2021-07-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0112
2020: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01565
Total number of active participants reported on line 7a of the Form 55002020-07-01389
Number of retired or separated participants receiving benefits2020-07-0185
Number of other retired or separated participants entitled to future benefits2020-07-0191
Total of all active and inactive participants2020-07-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01566
Number of participants with account balances2020-07-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0120
2019: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01558
Total number of active participants reported on line 7a of the Form 55002019-07-01411
Number of retired or separated participants receiving benefits2019-07-0171
Number of other retired or separated participants entitled to future benefits2019-07-0180
Total of all active and inactive participants2019-07-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01563
Number of participants with account balances2019-07-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0120
2018: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01567
Total number of active participants reported on line 7a of the Form 55002018-07-01432
Number of retired or separated participants receiving benefits2018-07-0163
Number of other retired or separated participants entitled to future benefits2018-07-0157
Total of all active and inactive participants2018-07-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01554
Number of participants with account balances2018-07-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0117
2017: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01520
Total number of active participants reported on line 7a of the Form 55002017-07-01443
Number of retired or separated participants receiving benefits2017-07-0185
Number of other retired or separated participants entitled to future benefits2017-07-0142
Total of all active and inactive participants2017-07-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01573
Number of participants with account balances2017-07-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0115
2016: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01596
Total number of active participants reported on line 7a of the Form 55002016-07-01401
Number of retired or separated participants receiving benefits2016-07-0176
Number of other retired or separated participants entitled to future benefits2016-07-0140
Total of all active and inactive participants2016-07-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01518
Number of participants with account balances2016-07-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0125
2015: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01611
Total number of active participants reported on line 7a of the Form 55002015-07-01465
Number of retired or separated participants receiving benefits2015-07-0185
Number of other retired or separated participants entitled to future benefits2015-07-0127
Total of all active and inactive participants2015-07-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01578
Number of participants with account balances2015-07-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0120
2014: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01644
Total number of active participants reported on line 7a of the Form 55002014-07-01448
Number of retired or separated participants receiving benefits2014-07-01129
Number of other retired or separated participants entitled to future benefits2014-07-0131
Total of all active and inactive participants2014-07-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01611
Number of participants with account balances2014-07-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0113
2013: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01674
Total number of active participants reported on line 7a of the Form 55002013-07-01496
Number of retired or separated participants receiving benefits2013-07-01125
Number of other retired or separated participants entitled to future benefits2013-07-0121
Total of all active and inactive participants2013-07-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01644
Number of participants with account balances2013-07-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0116
2012: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01692
Total number of active participants reported on line 7a of the Form 55002012-07-01499
Number of retired or separated participants receiving benefits2012-07-01172
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01674
Number of participants with account balances2012-07-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0116
2011: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01688
Total number of active participants reported on line 7a of the Form 55002011-07-01508
Number of retired or separated participants receiving benefits2011-07-0140
Number of other retired or separated participants entitled to future benefits2011-07-01144
Total of all active and inactive participants2011-07-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01692
Number of participants with account balances2011-07-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0118
2010: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01659
Total number of active participants reported on line 7a of the Form 55002010-07-01498
Number of retired or separated participants receiving benefits2010-07-0135
Number of other retired or separated participants entitled to future benefits2010-07-01152
Total of all active and inactive participants2010-07-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-013
Total participants2010-07-01688
Number of participants with account balances2010-07-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0111
2009: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01490
Total number of active participants reported on line 7a of the Form 55002009-07-01502
Number of retired or separated participants receiving benefits2009-07-0128
Number of other retired or separated participants entitled to future benefits2009-07-01129
Total of all active and inactive participants2009-07-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01661
Number of participants with account balances2009-07-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN

Measure Date Value
2022 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-971,893
Total of all expenses incurred2022-06-30$2,293,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,191,068
Expenses. Certain deemed distributions of participant loans2022-06-30$21,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$550,000
Value of total assets at end of year2022-06-30$13,606,244
Value of total assets at beginning of year2022-06-30$16,871,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$80,868
Total interest from all sources2022-06-30$14,872
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$374,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$374,513
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$361,558
Participant contributions at beginning of year2022-06-30$293,181
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$5,747
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$28,508
Total non interest bearing cash at beginning of year2022-06-30$5,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,265,146
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,606,244
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,871,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$43,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,670,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$15,968,064
Interest on participant loans2022-06-30$14,872
Value of interest in common/collective trusts at end of year2022-06-30$23,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$54,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,911,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$550,000
Employer contributions (assets) at end of year2022-06-30$550,000
Employer contributions (assets) at beginning of year2022-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,185,321
Contract administrator fees2022-06-30$8,780
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$4,622,997
Total of all expenses incurred2021-06-30$2,116,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,002,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$550,000
Value of total assets at end of year2021-06-30$16,871,390
Value of total assets at beginning of year2021-06-30$14,365,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$114,450
Total interest from all sources2021-06-30$20,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$293,181
Participant contributions at beginning of year2021-06-30$317,926
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Administrative expenses (other) incurred2021-06-30$5,414
Total non interest bearing cash at end of year2021-06-30$5,747
Total non interest bearing cash at beginning of year2021-06-30$6,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,506,162
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,871,390
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$14,365,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$100,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$15,968,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$13,178,556
Interest on participant loans2021-06-30$16,205
Interest earned on other investments2021-06-30$3,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$54,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$311,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,052,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$550,000
Employer contributions (assets) at end of year2021-06-30$550,000
Employer contributions (assets) at beginning of year2021-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,002,385
Contract administrator fees2021-06-30$8,856
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,296,875
Total of all expenses incurred2020-06-30$651,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$549,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$550,000
Value of total assets at end of year2020-06-30$14,365,228
Value of total assets at beginning of year2020-06-30$13,720,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$102,065
Total interest from all sources2020-06-30$27,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$317,926
Participant contributions at beginning of year2020-06-30$422,305
Administrative expenses (other) incurred2020-06-30$5,680
Total non interest bearing cash at end of year2020-06-30$6,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$645,195
Value of net assets at end of year (total assets less liabilities)2020-06-30$14,365,228
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,720,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$87,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$13,178,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,041,955
Interest on participant loans2020-06-30$20,088
Interest earned on other investments2020-06-30$7,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$311,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$705,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$719,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$550,000
Employer contributions (assets) at end of year2020-06-30$550,000
Employer contributions (assets) at beginning of year2020-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$549,615
Contract administrator fees2020-06-30$9,122
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,393,357
Total of all expenses incurred2019-06-30$1,521,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,420,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$550,000
Value of total assets at end of year2019-06-30$13,720,033
Value of total assets at beginning of year2019-06-30$13,848,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$100,700
Total interest from all sources2019-06-30$35,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$422,305
Participant contributions at beginning of year2019-06-30$418,282
Administrative expenses (other) incurred2019-06-30$5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-128,256
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,720,033
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,848,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$82,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$12,041,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,209,681
Income. Interest from loans (other than to participants)2019-06-30$22,260
Interest earned on other investments2019-06-30$13,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$705,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$670,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$807,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$550,000
Employer contributions (assets) at end of year2019-06-30$550,000
Employer contributions (assets) at beginning of year2019-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,420,913
Contract administrator fees2019-06-30$12,910
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,877,907
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$490,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$390,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$550,000
Value of total assets at end of year2018-06-30$13,848,289
Value of total assets at beginning of year2018-06-30$12,460,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$99,922
Total interest from all sources2018-06-30$30,937
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$418,282
Participant contributions at beginning of year2018-06-30$383,884
Administrative expenses (other) incurred2018-06-30$5,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,387,892
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,848,289
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,460,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$83,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,209,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,883,476
Interest on participant loans2018-06-30$17,167
Interest earned on other investments2018-06-30$13,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$670,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$643,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,296,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$550,000
Employer contributions (assets) at end of year2018-06-30$550,000
Employer contributions (assets) at beginning of year2018-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$390,093
Contract administrator fees2018-06-30$10,929
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,924,480
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$708,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$617,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$574,990
Value of total assets at end of year2017-06-30$12,460,397
Value of total assets at beginning of year2017-06-30$11,244,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$91,160
Total interest from all sources2017-06-30$329,807
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$383,884
Participant contributions at beginning of year2017-06-30$417,040
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$24,990
Administrative expenses (other) incurred2017-06-30$6,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,216,251
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,460,397
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,244,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$72,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$10,883,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$9,678,068
Interest on participant loans2017-06-30$18,096
Interest earned on other investments2017-06-30$311,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$643,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$599,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,019,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$550,000
Employer contributions (assets) at end of year2017-06-30$550,000
Employer contributions (assets) at beginning of year2017-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$617,069
Contract administrator fees2017-06-30$12,209
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$721,892
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$840,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$713,734
Expenses. Certain deemed distributions of participant loans2016-06-30$35,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$550,000
Value of total assets at end of year2016-06-30$11,244,146
Value of total assets at beginning of year2016-06-30$11,362,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$90,727
Total interest from all sources2016-06-30$28,358
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$417,040
Participant contributions at beginning of year2016-06-30$338,397
Administrative expenses (other) incurred2016-06-30$6,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-118,501
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,244,146
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$11,362,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$66,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,678,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$10,013,181
Interest on participant loans2016-06-30$17,678
Interest earned on other investments2016-06-30$10,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$599,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$461,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$143,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$550,000
Employer contributions (assets) at end of year2016-06-30$550,000
Employer contributions (assets) at beginning of year2016-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$713,734
Contract administrator fees2016-06-30$17,327
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$990,713
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,113,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,016,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$550,000
Value of total assets at end of year2015-06-30$11,362,647
Value of total assets at beginning of year2015-06-30$11,485,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$96,853
Total interest from all sources2015-06-30$22,749
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$338,397
Participant contributions at beginning of year2015-06-30$276,022
Administrative expenses (other) incurred2015-06-30$6,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-122,847
Value of net assets at end of year (total assets less liabilities)2015-06-30$11,362,647
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$11,485,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$71,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$10,013,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,461,709
Interest on participant loans2015-06-30$12,597
Interest earned on other investments2015-06-30$10,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$461,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$197,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$417,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$550,000
Employer contributions (assets) at end of year2015-06-30$550,000
Employer contributions (assets) at beginning of year2015-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,016,707
Contract administrator fees2015-06-30$19,111
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,279,988
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$580,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$484,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$550,000
Value of total assets at end of year2014-06-30$11,485,494
Value of total assets at beginning of year2014-06-30$9,786,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$96,551
Total interest from all sources2014-06-30$11,997
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$276,022
Participant contributions at beginning of year2014-06-30$239,861
Administrative expenses (other) incurred2014-06-30$6,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,699,230
Value of net assets at end of year (total assets less liabilities)2014-06-30$11,485,494
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,786,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$72,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$10,461,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,709,168
Interest on participant loans2014-06-30$10,498
Interest earned on other investments2014-06-30$1,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$197,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$287,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,717,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$550,000
Employer contributions (assets) at end of year2014-06-30$550,000
Employer contributions (assets) at beginning of year2014-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$484,207
Contract administrator fees2014-06-30$17,305
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,689,879
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$435,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$358,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$550,000
Value of total assets at end of year2013-06-30$9,786,263
Value of total assets at beginning of year2013-06-30$8,532,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$77,578
Total interest from all sources2013-06-30$9,326
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$239,861
Participant contributions at beginning of year2013-06-30$195,118
Administrative expenses (other) incurred2013-06-30$5,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,253,882
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,786,263
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$8,532,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$49,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$8,709,167
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$7,453,482
Interest on participant loans2013-06-30$9,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$287,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$333,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$9,072,685
Net investment gain/loss from pooled separate accounts2013-06-30$-7,942,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$550,000
Employer contributions (assets) at end of year2013-06-30$550,000
Employer contributions (assets) at beginning of year2013-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$358,419
Contract administrator fees2013-06-30$22,442
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BDO USA, LLP.
Accountancy firm EIN2013-06-30135381590
2012 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$502,540
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$368,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$299,033
Expenses. Certain deemed distributions of participant loans2012-06-30$510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$550,000
Value of total assets at end of year2012-06-30$8,532,381
Value of total assets at beginning of year2012-06-30$8,398,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$68,750
Total interest from all sources2012-06-30$8,317
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$195,118
Participant contributions at beginning of year2012-06-30$174,670
Administrative expenses (other) incurred2012-06-30$5,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$134,247
Value of net assets at end of year (total assets less liabilities)2012-06-30$8,532,381
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,398,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$42,722
Value of interest in pooled separate accounts at end of year2012-06-30$7,453,482
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,366,981
Interest on participant loans2012-06-30$8,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$333,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$306,483
Net investment gain/loss from pooled separate accounts2012-06-30$-55,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$550,000
Employer contributions (assets) at end of year2012-06-30$550,000
Employer contributions (assets) at beginning of year2012-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$299,033
Contract administrator fees2012-06-30$20,710
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BDO SEIDMAN, LLP
Accountancy firm EIN2012-06-30135381590
2011 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,856,071
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$394,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$323,350
Expenses. Certain deemed distributions of participant loans2011-06-30$1,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$550,000
Value of total assets at end of year2011-06-30$8,398,134
Value of total assets at beginning of year2011-06-30$6,936,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$69,679
Total interest from all sources2011-06-30$6,563
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$174,670
Participant contributions at beginning of year2011-06-30$128,363
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Administrative expenses (other) incurred2011-06-30$5,378
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,461,606
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,398,134
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,936,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$42,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$7,366,981
Value of interest in pooled separate accounts at beginning of year2011-06-30$5,963,859
Interest on participant loans2011-06-30$6,563
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$306,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$294,306
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,299,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$550,000
Employer contributions (assets) at end of year2011-06-30$550,000
Employer contributions (assets) at beginning of year2011-06-30$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$323,350
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$21,820
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BDO SEIDMAN, LLP
Accountancy firm EIN2011-06-30135381590
2010 : UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN

2021: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNITED CEREBRAL PALSY OF QUEENS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered553
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $749
Total amount of fees paid to insurance companyUSD $187
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $749
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered563
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,134
Total amount of fees paid to insurance companyUSD $284
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,134
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerVARIOUS FEES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered554
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $2,189
Total amount of fees paid to insurance companyUSD $547
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees547
Additional information about fees paid to insurance brokerVARIOUS FEES
Insurance broker organization code?8
Commission paid to Insurance BrokerUSD $2,189
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered559
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,029
Total amount of fees paid to insurance companyUSD $507
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number226-80068
Policy instance 1
Insurance contract or identification number226-80068
Number of Individuals Covered588
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,624
Total amount of fees paid to insurance companyUSD $406
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,624
Insurance broker organization code?4
Amount paid for insurance broker fees406
Additional information about fees paid to insurance brokerVARIOUS FEES
Insurance broker nameLONG ISLAND EMPLOYEE BENEFITS GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-R939
Policy instance 1
Insurance contract or identification numberGAP-64-R939
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $401
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $152
Amount paid for insurance broker fees401
Additional information about fees paid to insurance brokerVARIOUS FEES
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITIES CORP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GK5C
Policy instance 2
Insurance contract or identification numberGAP-CP-GK5C
Number of Individuals Covered595
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,452
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,452
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITUES CORP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-R939
Policy instance 1
Insurance contract or identification numberGAP-64-R939
Number of Individuals Covered582
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $937
Total amount of fees paid to insurance companyUSD $234
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $937
Amount paid for insurance broker fees234
Additional information about fees paid to insurance brokerVARIOUS FEES
Insurance broker organization code?3
Insurance broker nameNORTH RIDGE SECURITIES CORP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-R939
Policy instance 1
Insurance contract or identification numberGAP-64-R939
Number of Individuals Covered617
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $29,631
Total amount of fees paid to insurance companyUSD $17,499
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $29,631
Amount paid for insurance broker fees17499
Additional information about fees paid to insurance brokerVARIOUS FEES
Insurance broker organization code?5
Insurance broker nameLI EMPLOYEE BENEFITS GROUP
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-R939
Policy instance 1
Insurance contract or identification numberGAP-64-R939
Number of Individuals Covered685
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $28,171
Total amount of fees paid to insurance companyUSD $16,617
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-R939
Policy instance 1
Insurance contract or identification numberGAP-64-R939
Number of Individuals Covered684
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $26,944
Total amount of fees paid to insurance companyUSD $15,912
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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