United Way Of New York — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Way Of New York (EIN 13-2617681) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2617681
Location
New York, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,909,289
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,909,289

Contributions & income

Employer contributions
$199,794
Participant contributions
$565,959
Total income / additions
$2,924,727

Expenses & distributions

Benefits paid / distributions
$1,439,102
Total expenses
$1,512,173
Net increase / (decrease)
$1,412,554

Coverage

Total reported participants
281
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

United Way Of New York plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Defined Benefit Plan For United Way Of New York City001154$15,216,8412023
United Way Of New York City 401(K) Plan004127$5,692,4482023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Way Of New York
YearPlanParticipantsSchedulesFiling
2023United Way Of New York City 401(K) Plan127H, C20250121122837NAL0005343424001
2023Defined Benefit Plan For United Way Of New York City154H, C20250124102401NAL0007529361001

Related Form 5500 pages