United Way Of Greater St. Louis — 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 St. Louis (EIN 43-0714167) is a plan sponsor located in St. Louis, MO 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
43-0714167
Location
St. Louis, MO
Loaded plans
4
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 St. Louis

  • 4 loaded plans hold $23.4M in reported assets.
  • The largest, The Defined Benefit Plan Of United Way Of Greater St. Louis Inc., holds 62% of this company's reported plan assets.
  • Plans cover 590 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.3MSummed across loaded plans$23,303,597
Total reported assets$23.4M$23,387,910
Total reported participants590
Total reported liabilities$84.3K$84,313

Reported net position

Reported assets = net assets + liabilities (summed)$23.4M total assets
Net assets$23.3MLiabilities$84.3K
Contributions & income
Employer contributions$470.9K
Participant contributions$542.8K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.5M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (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 assets62%The Defined Benefit Plan Of United Way Of Greater St. Louis Inc.
Participants per plan148Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 180 participants · 2023
  2. 2
    Plan #002 · 205 participants · 2023
  3. 3
    Plan #501 · 105 participants · 2023
  4. 4
    Plan #502 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Way Of Greater St. Louis. Open one for its full reported snapshot.

  1. 2023
    403(B) Plan For United Way Of Greater St. Louis, Inc.205 participants · 2Sch HSch C
    View filing →
  2. 2023
    United Way Of Greater St. Louis Welfare Benefit Plan105 participants · 2No schedules
    View filing →
  3. 2023
    The Defined Benefit Plan Of United Way Of Greater St. Louis Inc.180 participants · 2Sch HSch C
    View filing →
  4. 2023
    United Way Of Greater St. Louis Reimbursement Account Program100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Way Of Greater St. Louis report on Form 5500?
United Way Of Greater St. Louis (EIN 43-0714167) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Way Of Greater St. Louis?
The Employer Identification Number (EIN) reported for United Way Of Greater St. Louis is 43-0714167.
What is the latest Form 5500 filing year for United Way Of Greater St. Louis?
The latest loaded Form 5500 filing year for United Way Of Greater St. Louis is 2023.

Related Form 5500 pages