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  2. UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY
Sponsor portfolioTH

UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY

EIN 11-1723782-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$41.0M assets
Welfare
1
$461K premiums
Participants
2,109
380 WASHINGTON AVENUE - ROOSEVELT, NY 11575516-378-2000LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#002ProfitSharing-$25.9M - 1,225 part#001TraditionalDB-$15.2M - 343 part#502Mixed-$461K - 541 lives

Retirement portfolio analytics

2 plans aggregated / $41.0M assets / 1,568 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • NASSAU COUNTY, INC. (#002)63%
  • PLAN & TRUST (#001)37%
Total $41.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
63%top
  • SENTINEL PENSION ADVISORS63%
  • ADP BROKER-DEALER37%
Total $41.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NASSAU COUNTY, INC. (#002)1,225
  • PLAN & TRUST (#001)343
Total 1,568Click row to drill in

Benefits portfolio analytics

1 plan / $461K premiums / 541 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$440K
  • Dental$388K
  • Life$388K
  • Long-term disability$388K
  • Vision$21K
Total $461K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA84%
  • AFLAC8%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE PAUL REVERE LIFE INSURANCE COMPANY3%
Total $461K4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • CORPORATE SYNERGIES GROUP LLC67%
  • TAMIKA M OXFORD12%
  • PATRICK MICHAEL KIERNAN6%
  • MAXINE GANTMAN5%
  • COLIN MCVETTY2%
  • +3 more
Total $56K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.

ProfitSharing

Assets$25.9M
Participants1,225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$15.2M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. EMPLOYEE BENEFITS

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$461K
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.ProfitSharing$25.9M1,2252024
001UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$15.2M3432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. EMPLOYEE BENEFITSMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$461K5412024
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