Plan5500

United Way Of Greater Atlanta — 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 Atlanta (EIN 58-0566194) is a plan sponsor located in Atlanta, GA 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
58-0566194
Location
Atlanta, GA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.8MSummed across loaded plans$31,791,468
Total reported assets$31.8M$31,793,514
Total reported participants665
Total reported liabilities$2K$2,046

Reported net position

Reported assets = net assets + liabilities (summed)$31.8M total assets
Net assets$31.8MLiabilities$2K
Contributions & income
Employer contributions$1.4M
Participant contributions$1M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.6M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets50%The Pension Plan Of United Way Of Greater Atlanta, Inc.
Participants per plan222Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Pension Plan Of United Way Of Greater Atlanta, Inc.$16M
    Plan #001 · 260 participants · 2023
  2. 2
    United Way Of Greater Atlanta 403(B) Plan$15.8M
    Plan #002 · 252 participants · 2023
  3. 3
    United Way Of Greater Atlanta Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 153 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Way Of Greater Atlanta
YearPlanParticipantsSchedulesFiling
2023The Pension Plan Of United Way Of Greater Atlanta, Inc.260H, C20241009131551NAL0031305504001
2023United Way Of Greater Atlanta 403(B) Plan252H, C20241011130555NAL0012512899001
2023United Way Of Greater Atlanta Health And Welfare Plan153—20250119133904NAL0001524402001

Related Form 5500 pages