Plan5500

United Way For Southeastern Mi — 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 For Southeastern Mi (EIN 20-3099071) is a plan sponsor located in Detroit, MI 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
20-3099071
Location
Detroit, MI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,351,457
Total reported assets$9.4M$9,351,457
Total reported participants496
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$273.6K
Participant contributions$988.3K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$942.2K
Total expenses$1M
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%403b Thrift Plan For United Way For Southeastern Mi
Participants per plan248Average 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. 1
    403b Thrift Plan For United Way For Southeastern Mi$9.4M
    Plan #005 · 294 participants · 2023
  2. 2
    United Way For Southeastern Michigan Employee Benefits Plannot reported in the loaded dataset
    Plan #506 · 202 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Way For Southeastern Mi
YearPlanParticipantsSchedulesFiling
2023United Way For Southeastern Michigan Employee Benefits Plan202—20240530092001NAL0006470195001
2023403b Thrift Plan For United Way For Southeastern Mi294H, C20241015095144NAL0029180401001

Related Form 5500 pages