2023 Form 5500 filing — Defined Benefit Pension Plan Of The Metro United Way, Inc.

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 20241015125953NAL0014675267001) for Defined Benefit Pension Plan Of The Metro United Way, Inc., reported by Metro United Way, Inc. under EIN 61-0444680 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,679,361
Participants194
Provider compensation$68.6K2 Schedule C row(s)$68,575
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015125953NAL0014675267001
Plan sponsor
Metro United Way, Inc.
EIN
61-0444680
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$583.4K
Benefits paid / distributions$514.8K
Full reported line items
Total assets (EOY)
$14,679,361
Total liabilities (EOY)
$0
Net assets (EOY)
$14,679,361
Total income / additions
$1,923,768
Benefits paid
$514,816
Administrative expenses
$68,575
Total expenses
$583,391
Net increase / (decrease)
$1,340,377
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $58.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125953NAL0014675267001 cover?
It is the 2023 Form 5500 filing for Defined Benefit Pension Plan Of The Metro United Way, Inc., reported by Metro United Way, Inc. (EIN 61-0444680).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages