The Defined Benefit Pension Plan Of United Way Of Greater Toledo And Affiliated Agencies — Form 5500 plan (United Way Of Greater Toledo)

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, The Defined Benefit Pension Plan Of United Way Of Greater Toledo And Affiliated Agencies is a benefit plan reported by United Way Of Greater Toledo under EIN 34-4427947 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,046 participants and $34,532,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way Of Greater Toledo
EIN
34-4427947
Plan number
333
Plan type
3
Location
Toledo, OH
Latest filing year
2023
Participants
1,046
End-of-year plan assets
$34,532,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,046H, C20241015144937NAL0056761122001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,532,767
Total liabilities (EOY)
$0
Net assets (EOY)
$34,532,767
Net assets (BOY)
$33,325,774

Income & contributions

Employer contributions
$171,580
Total contributions
$171,580
Total income / additions
$4,538,946

Expenses & distributions

Benefits paid
$2,965,821
Administrative expenses
$366,132
Total expenses
$3,331,953
Net increase / (decrease)
$1,206,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$133,901not reported in the loaded dataset2023
Mg Trust Co D/B/A Matrix TrustTRUSTEE$44,784$02023
Rehmann Robson LLCNONE$26,415not reported in the loaded dataset2023

Related Form 5500 pages