Original filing (PDF)20241121083216NAL0000390049001

CONCEPTS OF INDEPENDENCE, INC.

Name: CONCEPTS OF INDEPENDENCE, INC. — CONCEPTS OF INDEPENDENCE, INC. DEFINED BENEFIT PENSION, Form 5500 (2023)
Creator: CONCEPTS OF INDEPENDENCE, INC.

Form 5500-SF

FILING_RECEIVED

CONCEPTS OF INDEPENDENCE, INC. DEFINED BENEFIT PENSION

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCEPTS OF INDEPENDENCE, INC..

Plan sponsor

Name

CONCEPTS OF INDEPENDENCE, INC.

EIN

51-0239824

Address

120 WALL ST. SUITE 1010 · NEW YORK, NY · 10005

Phone

(212) 293-9999

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

CONCEPTS OF INDEPENDENCE, INC.

EIN

51-0239824

City

NEW YORK, NY

Phone

(212) 293-9999

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-07-01

Tax period

2024-10-29

Filed

2024-11-21

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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