United Negro College Fund Dc Retirement Plan — Form 5500 plan (United Negro College Fund, 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 Negro College Fund Dc Retirement Plan is a benefit plan reported by United Negro College Fund, Inc. under EIN 13-1624241 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $39,083,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Negro College Fund, Inc.
EIN
13-1624241
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
432
End-of-year plan assets
$39,083,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20241015123251NAL0049405936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,083,297
Total liabilities (EOY)
$0
Net assets (EOY)
$39,083,297
Net assets (BOY)
$34,323,503

Income & contributions

Employer contributions
$936,839
Participant contributions
$1,525,706
Total contributions
$2,462,545
Total income / additions
$7,560,305

Expenses & distributions

Benefits paid
$2,764,148
Administrative expenses
$22,456
Total expenses
$2,800,511
Net increase / (decrease)
$4,759,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$14,938$02023
Smith & Howard, P.C.AUDITOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages