United Way Of Connecticut, Inc. 401(K) Retirement Plan — Form 5500 plan (United Way Of Connecticut, Inc.)

Plain-English plan 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 Connecticut, Inc. 401(K) Retirement Plan is a benefit plan reported by United Way Of Connecticut, Inc. under EIN 06-1084194 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $21,971,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way Of Connecticut, Inc.
EIN
06-1084194
Plan number
002
Plan type
2
Location
Rocky Hill, CT
Latest filing year
2023
Participants
412
End-of-year plan assets
$21,971,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20241014181423NAL0026919729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,971,819
Total liabilities (EOY)
$111,095
Net assets (EOY)
$21,860,724
Net assets (BOY)
$18,357,784

Income & contributions

Employer contributions
$1,324,809
Participant contributions
$1,170,030
Total contributions
$2,651,829
Total income / additions
$5,372,867

Expenses & distributions

Benefits paid
$1,836,250
Administrative expenses
$33,677
Total expenses
$1,869,927
Net increase / (decrease)
$3,502,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$33,475not reported in the loaded dataset2023
Empower Annuity Insuarnce CompanyRECORDKEEPER$202$02023

Related Form 5500 pages