Plan5500

The United Way Of Southwestern Pennsylvania — 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, The United Way Of Southwestern Pennsylvania (EIN 25-1043578) is a plan sponsor located in Pittsburgh, PA with 2 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
25-1043578
Location
Pittsburgh, PA
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 The United Way Of Southwestern Pennsylvania

  • 2 loaded plans hold $10.4M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of The United Way Of Southwestern Pennsylvania, holds 99% of this company's reported plan assets.
  • Plans cover 310 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,395,346
Total reported assets$10.4M$10,395,346
Total reported participants310
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities$0
Contributions & income
Employer contributions$574.3K
Participant contributions$449.3K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.2M
Net increase / (decrease)-$4.9M

Data coverage

Plans with financial statements2 / 2 (100%)
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 assets99%403(B) Thrift Plan For Employees Of The United Way Of Southwestern Pennsylvania
Participants per plan155Average 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
    403(B) Thrift Plan For Employees Of The United Way Of Southwestern Pennsylvania$10.3M
    Plan #002 · 163 participants · 2023
  2. 2
    Defined Benefit Pension Plan Of The United Way Of Southwestern Pennsylvania$99K
    Plan #001 · 147 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 The United Way Of Southwestern Pennsylvania. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of The United Way Of Southwestern Pennsylvania163 participants · 2Sch HSch C
    View filing →
  2. 2023
    Defined Benefit Pension Plan Of The United Way Of Southwestern Pennsylvania147 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The United Way Of Southwestern Pennsylvania report on Form 5500?
The United Way Of Southwestern Pennsylvania (EIN 25-1043578) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The United Way Of Southwestern Pennsylvania?
The Employer Identification Number (EIN) reported for The United Way Of Southwestern Pennsylvania is 25-1043578.
What is the latest Form 5500 filing year for The United Way Of Southwestern Pennsylvania?
The latest loaded Form 5500 filing year for The United Way Of Southwestern Pennsylvania is 2023.

Related Form 5500 pages