Urban Affairs Coalition 403(B) Retirement Plan — Form 5500 plan (Urban Affairs Coalition)
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, Urban Affairs Coalition 403(B) Retirement Plan is a benefit plan reported by Urban Affairs Coalition under EIN 23-7046393 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $7,120,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urban Affairs Coalition
- EIN
- 23-7046393
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $7,120,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20241015162511NAL0015077235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,120,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,120,855
- Net assets (BOY)
- $5,811,642
Income & contributions
- Employer contributions
- $166,883
- Participant contributions
- $732,262
- Total contributions
- $902,978
- Total income / additions
- $1,776,207
Expenses & distributions
- Benefits paid
- $395,164
- Administrative expenses
- $71,830
- Total expenses
- $466,994
- Net increase / (decrease)
- $1,309,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas | RECORDKEEPER | $46,737 | $0 | 2023 |
| Innovative Investment Fiduciaries | NONE | $24,928 | not reported in the loaded dataset | 2023 |