Plan5500

United Methodist Communities — 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 Methodist Communities (EIN 21-0634464) is a plan sponsor located in Neptune, NJ 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
21-0634464
Location
Neptune, NJ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.3MSummed across loaded plans$21,282,483
Total reported assets$21.3M$21,282,483
Total reported participants1.5K1,493
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.3M total assets
Net assets$21.3MLiabilities$0
Contributions & income
Employer contributions$729.4K
Participant contributions$1.9M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$2.3M

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%The United Methodist Homes Of New Jersey 403(B) Savings And Retirement
Participants per plan747Average 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
    The United Methodist Homes Of New Jersey 403(B) Savings And Retirement$21.3M
    Plan #002 · 1,150 participants · 2023
  2. 2
    United Methodist Communities Employee Benefits Plannot reported in the loaded dataset
    Plan #505 · 343 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Methodist Communities
YearPlanParticipantsSchedulesFiling
2023United Methodist Communities Employee Benefits Plan343—20240715164528NAL0003496064001
2023The United Methodist Homes Of New Jersey 403(B) Savings And Retirement1,150H, C20240917073130NAL0003599984001

Related Form 5500 pages