Original filing (PDF)20251010020400NAL0007606657001

PUPIL BENEFITS PLAN, INC.

Name: PUPIL BENEFITS PLAN, INC. — PUPIL BENEFITS PLAN, INC. PENSION PLAN, Form 5500 (2024)
Creator: PUPIL BENEFITS PLAN, INC.

Form 5500-SF

FILING_RECEIVED

PUPIL BENEFITS PLAN, INC. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUPIL BENEFITS PLAN, INC..

Plan sponsor

Name

PUPIL BENEFITS PLAN, INC.

EIN

14-1332812

Address

101 DUTCH MEADOWS LANE · GLENVILLE, NY · 12302

Phone

(518) 377-5144

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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