Original filing (PDF)20260311153430NAL0005381683001

UNITED CEREBRAL PALSY HEARTLAND

Name: UNITED CEREBRAL PALSY HEARTLAND — UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITED CEREBRAL PALSY HEARTLAND

Form 5500

FILING_RECEIVED

UNITED CEREBRAL PALSY HEARTLAND EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Late participant contributions28% in single holding

Active participants

404

Accounts w/ balance

322

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

How this plan invests

This plan

1 pooled trust

Schedule D

64 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED CEREBRAL PALSY HEARTLAND.

Plan sponsor

Name

UNITED CEREBRAL PALSY HEARTLAND

EIN

44-0579903

Address

4645 LAGUARDIA DRIVE · BERKELEY, MO · 63134

Phone

(314) 994-1600

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

111

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-11

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$22K	—

Investments

64 direct securities · 1 pooled fund· $13.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$7.9M

58 holdings

Pooled Separate Account

$5.5M

1 holding

Cash / Money Market

$64K

2 holdings

U.S. Treasuries

$19K

2 holdings

Common Stock

$13K

2 holdings

					% of plan
UNITED CEREBRAL PALSY HEARTLAND EMP UNITED CEREBRAL PALSY HEARTLAND · EIN 44-0579903 / PN 111	Pooled Separate Account	—	—	$5.5M	69.6%
Lincoln National Life Insurance Company FIXED ACCOUNT	Other securities	—	—	$2.4M	29.7%
Mutual of America MOA Clear Passage 2035 Fund	Other securities	—	—	$943K	11.8%
Mutual of America MOA Clear Passage 2030 Fund	Other securities	—	—	$800K	10.0%
Mutual of America MOA Clear Passage 2025 Fund	Other securities	—	—	$748K	9.4%
Lincoln National Life Insurance Company LVIP SSGA S&P 500 INDEX	Other securities	—	—	$371K	4.7%
Mutual of America MOA Clear Passage 2040 Fund	Other securities	—	—	$311K	3.9%
Mutual of America MOA Clear Passage 2050 Fund	Other securities	—	—	$273K	3.4%
Mutual of America MOA Clear Passage 2045 Fund	Other securities	—	—	$262K	3.3%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE 2040	Other securities	—	—	$211K	2.7%
Lincoln National Life Insurance Company LVIP DIMENSIONAL U.S. CORE EQUITY 1	Other securities	—	—	$183K	2.3%
Lincoln National Life Insurance Company AB VPS GLOBAL THEMATIC GROWTH 69 * Lincoln National Life Insurance Company AMERICAN FUNDS GLOBAL GROWTH 182 * Lincoln National Life Insurance Company AMERICAN FUNDS GROWTH	Other securities	—	—	$182K	2.3%
Mutual of America MOA Clear Passage 2060 Fund	Other securities	—	—	$141K	1.8%
Mutual of America MOA Clear Passage 2055 Fund	Other securities	—	—	$110K	1.4%
Mutual of America MOA Clear Passage 2020 Fund	Other securities	—	—	$100K	1.3%
Lincoln National Life Insurance Company LVIP GLOBAL MODERATE ALLOCATION MGD RISK	Other securities	—	—	$67K	0.8%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE 2050	Other securities	—	—	$61K	0.8%
Vanguard Total Bond Market Index Adm 227 Vanguard Treasury Money Market Investor 929 Victory RS Small Cap Growth R6 2 * Participants Loans Rates at 6.50% to 9.50% -	Cash / Money Market	—	—	$61K	0.8%
Mutual of America Loan Fund	Other securities	—	—	$61K	0.8%
Lincoln National Life Insurance Company LVIP MACQUARIE SOCIAL AWARENESS	Other securities	—	—	$59K	0.7%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2040	Other securities	—	—	$48K	0.6%
Lincoln National Life Insurance Company LVIP JPMORGAN RETIREMENT INCOME FUND	Other securities	—	—	$46K	0.6%
Lincoln National Life Insurance Company FIDELITY VIP GROWTH	Other securities	—	—	$46K	0.6%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE STRUCTURED MID-CAP GROWTH	Other securities	—	—	$46K	0.6%
Lincoln National Life Insurance Company LVIP GLOBAL GROWTH ALLOCATION MANGD RISK	Other securities	—	—	$39K	0.5%
Mutual of America MOA Clear Passage 2065 Fund	Other securities	—	—	$39K	0.5%
Lincoln National Life Insurance Company BLACKROCK GLOBAL ALLOCATION	Other securities	—	—	$34K	0.4%
Lincoln National Life Insurance Company LVIP MACQUARIE SMID CAP CORE SERIES	Other securities	—	—	$33K	0.4%
Lincoln National Life Insurance Company LVIP GLOBAL CONSERVATIVE ALLOCATION MRSK	Other securities	—	—	$32K	0.4%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE 2030	Other securities	—	—	$26K	0.3%
Mutual of America Mutual of America Small Cap Equity Index Fund 234 T. Rowe Price T. Rowe Price Blue Chip Growth I	Other securities	—	—	$26K	0.3%
Lincoln National Life Insurance Company LVIP MACQUARIE WEALTH BUILDER	Other securities	—	—	$24K	0.3%
Lincoln National Life Insurance Company AMERICAN FUNDS GROWTH-INCOME	Other securities	—	—	$24K	0.3%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE MID CAP GROWTH	Other securities	—	—	$23K	0.3%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2050	Other securities	—	—	$22K	0.3%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2045	Other securities	—	—	$21K	0.3%
Lincoln National Life Insurance Company LVIP VANGUARD INTERNATIONAL EQUITY EFT	Other securities	—	—	$21K	0.3%
Lincoln National Life Insurance Company LVIP BARON GROWTH OPPORTUNITIES	Other securities	—	—	$13K	0.2%
Lincoln National Life Insurance Company LVIP MACQUARIE DIVERSIFIED INCOME	Other securities	—	—	$12K	0.1%
Vanguard International Growth Adm	Other securities	—	—	$11K	0.1%
Delaware Group Delaware Small Cap Value R6	Common Stock	—	—	$11K	0.1%
Dodge & Cox Dodge & Cox Stock 812 MFS Investments MFS Mid Cap Value R6	Other securities	—	—	$10K	0.1%
MULTIFUND * LINCOLN NAT'L LIFE - FIDELITY VIP CONTRAFUND	Other securities	—	—	$10K	0.1%
BlackRock Mid-Cap Growth Equity K 1 Calvert Investments Calvert Bond R6	U.S. Treasuries	—	—	$10K	0.1%
Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$10K	0.1%
Lincoln National Life Insurance Company LVIP JPM SELECT MID CAP VALUE MNGD VLTY	Other securities	—	—	$8K	0.1%
Lincoln National Life Insurance Company LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY	Other securities	—	—	$7K	<0.1%
Lincoln National Life Insurance Company LVIP MACQUARIE VALUE SERIES	Other securities	—	—	$7K	<0.1%
Calvert Investments Calvert International Responsible Idx R6 1 Calvert Investments Calvert US Large Cap Core Rspnb Idx R6	Other securities	—	—	$7K	<0.1%
Lincoln National Life Insurance Company MFS UTILITIES 55 * Lincoln National Life Insurance Company PIMCO VIT TOTAL RETURN PORTFOLIO	Other securities	—	—	$6K	<0.1%