Plan5500

United Way Of Greater Cleveland 403(B) Retirement Plan — Form 5500 plan (United Way Of Greater Cleveland)

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 Cleveland 403(B) Retirement Plan is a benefit plan reported by United Way Of Greater Cleveland under EIN 34-6516654 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $6,687,527 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.7MPlan net assets, end of year$6,687,527
Participants160Covered participants reported
Assets / participant$41.8KComputed: assets ÷ participants$41,797 (computed)
Provider compensation$62.2K3 Schedule C provider row(s)$62,236
Plan sponsor
United Way Of Greater Cleveland
EIN
34-6516654
Plan number
003
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    160 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$317.3K
Participant$403.6K
Full reported line items

Net assets

Total assets (EOY)
$6,687,527
Total liabilities (EOY)
$0
Net assets (EOY)
$6,687,527
Net assets (BOY)
$6,430,156

Income & contributions

Employer contributions
$317,281
Participant contributions
$403,625
Total contributions
$720,906
Total income / additions
$1,656,104

Expenses & distributions

Benefits paid
$1,359,638
Administrative expenses
$38,353
Total expenses
$1,398,733
Net increase / (decrease)
$257,371
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income82%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$40K
    RECORDKEEPER · Direct $40K · Indirect $0
  2. 2
    Global Retirement Partners LLC$19.1K
    INVESTMENT ADVISOR · Direct $19.1K
  3. 3
    Cbiz Benefits & Ins Services Inc.$3.2K
    OTHER · Direct $0 · Indirect $3.2K

What to inspect next

Frequently asked questions

Who sponsors the United Way Of Greater Cleveland 403(B) Retirement Plan?
United Way Of Greater Cleveland 403(B) Retirement Plan is reported as sponsored by United Way Of Greater Cleveland (EIN 34-6516654, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Way Of Greater Cleveland 403(B) Retirement Plan?
The latest Form 5500 filing year loaded for United Way Of Greater Cleveland 403(B) Retirement Plan is 2023.
How many participants does United Way Of Greater Cleveland 403(B) Retirement Plan report?
United Way Of Greater Cleveland 403(B) Retirement Plan reports 160 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Way Of Greater Cleveland 403(B) Retirement Plan?
United Way Of Greater Cleveland 403(B) Retirement Plan reports $6,687,527 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages