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  2. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.
Sponsor portfolioTH

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

EIN 11-2568841-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
3
$25.0M assets
Welfare
1
$2.1M premiums
Participants
1,718
250 MARCUS BLVD. - HAUPPAUGE, NY 11788631-232-0011
Plans on this EIN
4 filings
#002MoneyPurchase-$9.2M - 477 part#004403b-$8.7M - 763 part#003MoneyPurchase-$7.0M - 212 part#501Fully Insured-$2.1M - 266 lives

Retirement portfolio analytics

3 plans aggregated / $25.0M assets / 1,452 participants

Assets by plan

Share of aggregate retirement assets

37%top
  • INC. NON-MANAGEMENT PENSION (#002)37%
  • SUFFOLK, INC. 403(B) (#004)35%
  • INC. MANAGEMENT PENSION (#003)28%
Total $25.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUFFOLK, INC. 403(B) (#004)763
  • INC. NON-MANAGEMENT PENSION (#002)477
  • INC. MANAGEMENT PENSION (#003)212
Total 1,452Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$203K
  • Short-term disability$158K
  • Dental$74K
  • Life$45K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • EMBLEMHEALTH87%
  • AFLAC7%
  • AETNA LIFE INSURANCE COMPANY4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • CORPORATE SYNERGIES GROUP LLC53%
  • CHRISTINE M. MCCULLUGH33%
  • JACQUES P DAVID CORPORATION6%
  • KIRSTEN E WALSH5%
  • ANTHONY S ALMODOVAR1%
  • +3 more
Total $68K8 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

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN

MoneyPurchase

Assets$9.2M
Participants477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

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

403b

Assets$8.7M
Participants763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN

MoneyPurchase

Assets$7.0M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. WELFARE PLAN

Fully Insured - EMBLEMHEALTH

Premiums$2.1M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLANMoneyPurchase$9.2M4772024
004UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN403b$8.7M7632024
003UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLANMoneyPurchase$7.0M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. WELFARE PLANFully InsuredEMBLEMHEALTH$2.1M2662024
Retirement plans
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