403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. — Form 5500 plan (United Way Of Greater Milwaukee And Waukesha County, 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, 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. is a benefit plan reported by United Way Of Greater Milwaukee And Waukesha County, Inc. under EIN 39-0806190 and plan number 004. The latest loaded filing year is 2023. The filing reports 159 participants and $16,549,232 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.5MPlan net assets, end of year$16,549,232

Participants159Covered participants reported

Assets / participant$104.1KComputed: assets ÷ participants$104,083 (computed)

Provider compensation$1561 Schedule C provider row(s)

Plan sponsor: United Way Of Greater Milwaukee And Waukesha County, Inc.
EIN: 39-0806190
Plan number: 004
Plan type: 2
Location: Milwaukee, WI
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.

2023
159 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)$16.5M total assets

Net assets$16.5MLiabilities$0

Money in vs. money out

Total income / additions$3.4M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$551.5K

Participant$433K

Full reported line items

Net assets

Total assets (EOY): $16,549,232
Total liabilities (EOY): $0
Net assets (EOY): $16,549,232
Net assets (BOY): $14,324,522

Income & contributions

Employer contributions: $551,474
Participant contributions: $432,984
Total contributions: $1,039,067
Total income / additions: $3,394,943

Expenses & distributions

Benefits paid: $1,170,041
Administrative expenses: $192
Total expenses: $1,170,233
Net increase / (decrease): $2,224,710

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)

56%44%

Employer 56%Participant 44%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income34%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

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

1
Mutual Of America Investment Corp$156
RECORDKEEPER · Direct $156 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc.?: 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. is reported as sponsored by United Way Of Greater Milwaukee And Waukesha County, Inc. (EIN 39-0806190, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc.?: The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. is 2023.
How many participants does 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. report?: 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. reports 159 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc.?: 403(B) Thrift Plan For Employees Of United Way Of Greater Milwaukee And Waukesha County, Inc. reports $16,549,232 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.