2023 Form 5500 filing — Defined Benefit Pension Plan Of United Way Of Greater Cleveland

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 20250107163156NAL0009568497001) for Defined Benefit Pension Plan Of United Way Of Greater Cleveland, reported by United Way Of Greater Cleveland under EIN 34-6516654 and plan number 002. It reports 152 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)$8.1MReported net assets$8,097,627
Participants152
Provider compensation$7.9K1 Schedule C row(s)$7,919
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250107163156NAL0009568497001
Plan sponsor
United Way Of Greater Cleveland
EIN
34-6516654
Plan number
002
Location
Cleveland, OH
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.1M
Benefits paid / distributions$972.1K
Contributions
Employer$212.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,097,627
Total liabilities (EOY)
$0
Net assets (EOY)
$8,097,627
Employer contributions
$212,420
Total income / additions
$1,171,776
Benefits paid
$972,071
Administrative expenses
$121,615
Total expenses
$1,093,686
Net increase / (decrease)
$78,090
Schedule C

Reported service provider compensation

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

  1. 1
    TRUSTEE · Direct $7.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250107163156NAL0009568497001 cover?
It is the 2023 Form 5500 filing for Defined Benefit Pension Plan Of United Way Of Greater Cleveland, reported by United Way Of Greater Cleveland (EIN 34-6516654).
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