Urban League Of Metropolitan St. Louis 403(B) Plan — Form 5500 plan (Urban League Of Metropolitan St. Louis, 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, Urban League Of Metropolitan St. Louis 403(B) Plan is a benefit plan reported by Urban League Of Metropolitan St. Louis, Inc. under EIN 43-0653605 and plan number 003. The latest loaded filing year is 2023. The filing reports 427 participants and $1,856,430 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.9MPlan net assets, end of year$1,856,430
Participants427Covered participants reported
Assets / participant$4.3KComputed: assets ÷ participants$4,348 (computed)
Provider compensation$19.8K2 Schedule C provider row(s)$19,751
- Plan sponsor
- Urban League Of Metropolitan St. Louis, Inc.
- EIN
- 43-0653605
- Plan number
- 003
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241015101552NAL0056963138001 |
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,856,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,856,430
- Net assets (BOY)
- $1,225,101
Income & contributions
- Employer contributions
- $328,176
- Participant contributions
- $247,423
- Total contributions
- $575,599
- Total income / additions
- $809,518
Expenses & distributions
- Benefits paid
- $153,586
- Administrative expenses
- $19,746
- Total expenses
- $178,189
- Net increase / (decrease)
- $631,329
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.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,052 | $0 | 2023 |
| Archford Capital Strategies, LLC | INVESTMENT ADVISORY | $5,694 | $5 | 2023 |