2023 Form 5500 filing — United Way Of Greater Cincinnati 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807144836NAL0003640785001) for United Way Of Greater Cincinnati 403(B) Plan, reported by United Way Of Greater Cincinnati under EIN 31-0537502 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807144836NAL0003640785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of Greater Cincinnati
- EIN
- 31-0537502
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,523,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,523,308
- Employer contributions
- $113,444
- Participant contributions
- $467,736
- Total income / additions
- $2,156,955
- Benefits paid
- $1,721,291
- Administrative expenses
- $45,966
- Total expenses
- $1,767,257
- Net increase / (decrease)
- $389,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank Na | INVESTMENT ADVISOR | $17,999 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,767 | $0 |
| Barnes, Dennig And Co. Ltd | AUDITOR | $12,350 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $850 | not reported in the loaded dataset |