How many benefit plans does United Way Of Greater Rochester And The Finger Lakes report on Form 5500?

United Way Of Greater Rochester And The Finger Lakes (EIN 16-1015782) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for United Way Of Greater Rochester And The Finger Lakes?

The Employer Identification Number (EIN) reported for United Way Of Greater Rochester And The Finger Lakes is 16-1015782.

What is the latest Form 5500 filing year for United Way Of Greater Rochester And The Finger Lakes?

The latest loaded Form 5500 filing year for United Way Of Greater Rochester And The Finger Lakes is 2023.

United Way Of Greater Rochester And The Finger Lakes — 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 Greater Rochester And The Finger Lakes (EIN 16-1015782) is a plan sponsor located in Rochester, 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: 16-1015782
Location: Rochester, NY
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Way Of Greater Rochester And The Finger Lakes

2 loaded plans hold $12.8M in reported assets.
The largest, 403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc., holds 100% of this company's reported plan assets.
Plans cover 255 reported participants.
1 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,775,789

Total reported assets$12.8M$12,775,789

Total reported participants255

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.8M total assets

Net assets$12.8MLiabilities$0

Contributions & income

Employer contributions$407.3K

Participant contributions$385.2K

Total income / additions$2.2M

Expenses & distributions

Benefits paid / distributions$445.3K

Total expenses$446.3K

Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc.

Participants per plan128Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc.$12.8M
Plan #003 · 152 participants · 2023
2
United Way Of Greater Rochester Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 103 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Way Of Greater Rochester And The Finger Lakes. Open one for its full reported snapshot.

2023
United Way Of Greater Rochester Welfare Benefit Plan103 participants · 2No schedules
View filing →
2023
403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc.152 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Way Of Greater Rochester And The Finger Lakes report on Form 5500?: United Way Of Greater Rochester And The Finger Lakes (EIN 16-1015782) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Way Of Greater Rochester And The Finger Lakes?: The Employer Identification Number (EIN) reported for United Way Of Greater Rochester And The Finger Lakes is 16-1015782.
What is the latest Form 5500 filing year for United Way Of Greater Rochester And The Finger Lakes?: The latest loaded Form 5500 filing year for United Way Of Greater Rochester And The Finger Lakes is 2023.