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Sponsor portfolio

UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC.

EIN 16-0786061-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$8.1M assets
Welfare
1
$46K premiums
Participants
526
9812 LOCKPORT RD - NIAGARA FALLS, NY 143041114716-297-0798LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#003401k-$5.1M - 246 part#004401k-$3.0M - 150 part#501Fully Insured-$46K - 130 lives

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 396 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#003)64%
  • FOR NON-UNION EMPLOYEES (#004)36%
Total $8.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • CPI QUALIFIED PLAN CONSULTANTS, INC64%
  • (Not disclosed)36%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)246
  • FOR NON-UNION EMPLOYEES (#004)150
Total 396Click row to drill in

Benefits portfolio analytics

1 plan / $46K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$46K
  • Life$46K
  • Other$46K
Total $46K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $46K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROWN BENEFITS GROUP, INC.100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.1M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UNITED CEREBRAL PALSY ASSOC. OF NIAGARA COUNTY, INC. 401(K) PS PLAN FOR NON-UNION EMPLOYEES

401k

Assets$3.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$46K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN401k$5.1M2462024
004UNITED CEREBRAL PALSY ASSOC. OF NIAGARA COUNTY, INC. 401(K) PS PLAN FOR NON-UNION EMPLOYEES401k$3.0M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTYFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$46K1302024
Retirement plans
Welfare plans
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