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CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 401k Plan overview

Plan NameCENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST
Plan identification number 001

CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 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
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

CENTERBRIDGE PARTNERS, L.P. has sponsored the creation of one or more 401k plans.

Company Name:CENTERBRIDGE PARTNERS, L.P.
Employer identification number (EIN):204920398
NAIC Classification:523900

Additional information about CENTERBRIDGE PARTNERS, L.P.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-08-19
Company Identification Number: 0802525139
Legal Registered Office Address: 375 PARK AVE FL 13

NEW YORK
United States of America (USA)
10152

More information about CENTERBRIDGE PARTNERS, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY TERJANIAN
0012016-01-01JEFFREY GELFAND
0012015-01-01JEFFREY GELFAND
0012014-01-01JEFFREY GELFAND
0012013-01-01JEFFREY GELFAND
0012012-01-01JEFFREY GELFAND2013-10-10
0012011-01-01JEFFREY GELFAND2012-09-10
0012010-01-01JEFFREY GELFAND2011-10-13

Plan Statistics for CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST

Measure Date Value
2022: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01359
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01381
Number of participants with account balances2022-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01361
Total number of active participants reported on line 7a of the Form 55002021-01-01240
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01359
Number of participants with account balances2021-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01363
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01361
Number of participants with account balances2020-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01340
Total number of active participants reported on line 7a of the Form 55002019-01-01256
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01363
Number of participants with account balances2019-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01340
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01285
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01299
Number of participants with account balances2017-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01285
Number of participants with account balances2016-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01187
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01233
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01217
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST

Measure Date Value
2022 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,422,013
Total of all expenses incurred2022-12-31$4,415,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,287,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,283,270
Value of total assets at end of year2022-12-31$83,699,820
Value of total assets at beginning of year2022-12-31$94,537,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,871
Total interest from all sources2022-12-31$6,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,998,401
Participant contributions at end of year2022-12-31$120,130
Participant contributions at beginning of year2022-12-31$163,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,714,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,837,186
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,699,820
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,537,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$127,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,852,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,409,916
Interest on participant loans2022-12-31$6,784
Value of interest in common/collective trusts at end of year2022-12-31$4,156,680
Value of interest in common/collective trusts at beginning of year2022-12-31$4,593,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,777,992
Net investment gain or loss from common/collective trusts2022-12-31$65,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,570,266
Employer contributions (assets) at end of year2022-12-31$4,570,266
Employer contributions (assets) at beginning of year2022-12-31$4,370,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,287,302
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$22,315,773
Total of all expenses incurred2021-12-31$9,630,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,488,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,625,694
Value of total assets at end of year2021-12-31$94,537,006
Value of total assets at beginning of year2021-12-31$81,852,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$142,747
Total interest from all sources2021-12-31$8,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,823,451
Participant contributions at end of year2021-12-31$163,119
Participant contributions at beginning of year2021-12-31$193,109
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$431,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,684,776
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,537,006
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,852,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$142,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,409,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,951,745
Interest on participant loans2021-12-31$8,601
Value of interest in common/collective trusts at end of year2021-12-31$4,593,356
Value of interest in common/collective trusts at beginning of year2021-12-31$6,088,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,623,292
Net investment gain or loss from common/collective trusts2021-12-31$58,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,370,615
Employer contributions (assets) at end of year2021-12-31$4,370,615
Employer contributions (assets) at beginning of year2021-12-31$4,618,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,488,250
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$20,440,435
Total of all expenses incurred2020-12-31$5,736,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,597,046
Expenses. Certain deemed distributions of participant loans2020-12-31$19,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,792,188
Value of total assets at end of year2020-12-31$81,852,230
Value of total assets at beginning of year2020-12-31$67,148,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$119,751
Total interest from all sources2020-12-31$8,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,815,093
Participant contributions at end of year2020-12-31$193,109
Participant contributions at beginning of year2020-12-31$151,795
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,358,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,703,658
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,852,230
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,148,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$119,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,951,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,789,010
Interest on participant loans2020-12-31$8,380
Value of interest in common/collective trusts at end of year2020-12-31$6,088,666
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,588,995
Net investment gain or loss from common/collective trusts2020-12-31$50,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,618,710
Employer contributions (assets) at end of year2020-12-31$4,618,710
Employer contributions (assets) at beginning of year2020-12-31$4,207,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,597,046
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2020-12-31202027092
2019 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$19,146,963
Total of all expenses incurred2019-12-31$1,668,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,567,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,313,726
Value of total assets at end of year2019-12-31$67,148,572
Value of total assets at beginning of year2019-12-31$49,669,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,651
Total interest from all sources2019-12-31$8,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,482,621
Participant contributions at end of year2019-12-31$151,795
Participant contributions at beginning of year2019-12-31$142,219
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$39,458
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$623,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,478,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,148,572
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,669,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$100,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,789,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$46,010,216
Interest on participant loans2019-12-31$8,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,824,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,207,767
Employer contributions (assets) at end of year2019-12-31$4,207,767
Employer contributions (assets) at beginning of year2019-12-31$3,477,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,567,444
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2019-12-31202027092
2018 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,391,987
Total of all expenses incurred2018-12-31$6,535,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,441,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,528,728
Value of total assets at end of year2018-12-31$49,669,704
Value of total assets at beginning of year2018-12-31$50,813,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,194
Total interest from all sources2018-12-31$6,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,189,400
Participant contributions at end of year2018-12-31$142,219
Participant contributions at beginning of year2018-12-31$142,788
Participant contributions at end of year2018-12-31$39,458
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,860,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,143,741
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,669,704
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,813,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$94,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$46,010,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,447,223
Interest on participant loans2018-12-31$6,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,142,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,478,771
Employer contributions (assets) at end of year2018-12-31$3,477,811
Employer contributions (assets) at beginning of year2018-12-31$3,223,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,441,534
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2018-12-31202027092
2017 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,226,928
Total of all expenses incurred2017-12-31$2,816,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,739,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,199,761
Value of total assets at end of year2017-12-31$50,813,445
Value of total assets at beginning of year2017-12-31$39,402,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,527
Total interest from all sources2017-12-31$6,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,760,516
Participant contributions at end of year2017-12-31$142,788
Participant contributions at beginning of year2017-12-31$122,844
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$915,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,410,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,813,445
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,402,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$76,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,447,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,277,558
Income. Interest from loans (other than to participants)2017-12-31$6,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,020,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,523,690
Employer contributions (assets) at end of year2017-12-31$3,223,434
Employer contributions (assets) at beginning of year2017-12-31$3,002,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,739,495
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2017-12-31202027092
2016 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,029,482
Total of all expenses incurred2016-12-31$1,007,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$996,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,439,900
Value of total assets at end of year2016-12-31$39,402,539
Value of total assets at beginning of year2016-12-31$31,380,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,966
Total interest from all sources2016-12-31$2,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,415,506
Participant contributions at end of year2016-12-31$122,844
Participant contributions at beginning of year2016-12-31$56,377
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$478,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,021,777
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,402,539
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,380,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,277,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,467,892
Income. Interest from loans (other than to participants)2016-12-31$2,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,587,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,545,564
Employer contributions (assets) at end of year2016-12-31$3,002,137
Employer contributions (assets) at beginning of year2016-12-31$2,856,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$996,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH BROWN, PC
Accountancy firm EIN2016-12-31202027092
2015 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,050,117
Total of all expenses incurred2015-12-31$397,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$397,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,986,086
Value of total assets at end of year2015-12-31$31,380,762
Value of total assets at beginning of year2015-12-31$26,727,868
Total interest from all sources2015-12-31$2,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,046,103
Participant contributions at end of year2015-12-31$56,377
Participant contributions at beginning of year2015-12-31$79,925
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$671,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,652,894
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,380,762
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,727,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,467,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,255,364
Interest on participant loans2015-12-31$2,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-938,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,268,980
Employer contributions (assets) at end of year2015-12-31$2,856,493
Employer contributions (assets) at beginning of year2015-12-31$2,392,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$397,223
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2015-12-31202027092
2014 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,763,883
Total of all expenses incurred2014-12-31$1,167,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,167,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,801,864
Value of total assets at end of year2014-12-31$26,727,868
Value of total assets at beginning of year2014-12-31$22,131,610
Total interest from all sources2014-12-31$2,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,655,099
Participant contributions at end of year2014-12-31$79,925
Participant contributions at beginning of year2014-12-31$13,641
Participant contributions at beginning of year2014-12-31$24,141
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$415,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,596,258
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,727,868
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,131,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,255,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,899,520
Interest on participant loans2014-12-31$2,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$960,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,731,130
Employer contributions (assets) at end of year2014-12-31$2,392,579
Employer contributions (assets) at beginning of year2014-12-31$2,194,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,167,625
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2014-12-31202027092
2013 : CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,371,519
Total of all expenses incurred2013-12-31$307,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$307,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,021,944
Value of total assets at end of year2013-12-31$22,131,610
Value of total assets at beginning of year2013-12-31$15,067,343
Total interest from all sources2013-12-31$780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,533,669
Participant contributions at end of year2013-12-31$13,641
Participant contributions at beginning of year2013-12-31$22,500
Participant contributions at end of year2013-12-31$24,141
Participant contributions at beginning of year2013-12-31$20,429
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$953,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,064,267
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,131,610
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,067,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,899,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,400,869
Income. Interest from loans (other than to participants)2013-12-31$780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,348,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,534,958
Employer contributions (assets) at end of year2013-12-31$2,194,034
Employer contributions (assets) at beginning of year2013-12-31$1,623,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$307,252
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2013-12-31202027092

Form 5500 Responses for CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST

2022: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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