United Way Of Greater Cincinnati 403(B) Plan — Form 5500 plan (United Way Of Greater Cincinnati)
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 Greater Cincinnati 403(B) Plan is a benefit plan reported by United Way Of Greater Cincinnati under EIN 31-0537502 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,523,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way Of Greater Cincinnati
- EIN
- 31-0537502
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $8,523,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240807144836NAL0003640785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,523,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,523,308
- Net assets (BOY)
- $8,133,610
Income & contributions
- Employer contributions
- $113,444
- Participant contributions
- $467,736
- Total contributions
- $699,515
- Total income / additions
- $2,156,955
Expenses & distributions
- Benefits paid
- $1,721,291
- Administrative expenses
- $45,966
- Total expenses
- $1,767,257
- Net increase / (decrease)
- $389,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank Na | INVESTMENT ADVISOR | $17,999 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,767 | $0 | 2023 |
| Barnes, Dennig And Co. Ltd | AUDITOR | $12,350 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Way Of Greater Cincinnati
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Pnc Bank Na — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Barnes, Dennig And Co. Ltd — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation