2023 Form 5500 filing — United Way Of Connecticut, Inc. 401(K) Retirement 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 20241014181423NAL0026919729001) for United Way Of Connecticut, Inc. 401(K) Retirement Plan, reported by United Way Of Connecticut, Inc. under EIN 06-1084194 and plan number 002. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181423NAL0026919729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of Connecticut, Inc.
- EIN
- 06-1084194
- Plan number
- 002
- Location
- Rocky Hill, CT
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,971,819
- Total liabilities (EOY)
- $111,095
- Net assets (EOY)
- $21,860,724
- Employer contributions
- $1,324,809
- Participant contributions
- $1,170,030
- Total income / additions
- $5,372,867
- Benefits paid
- $1,836,250
- Administrative expenses
- $33,677
- Total expenses
- $1,869,927
- Net increase / (decrease)
- $3,502,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,475 | not reported in the loaded dataset |
| Empower Annuity Insuarnce Company | RECORDKEEPER | $202 | $0 |