The Pension Plan Of United Way Of Greater Atlanta, Inc. — Form 5500 plan (United Way Of Greater Atlanta, 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, The Pension Plan Of United Way Of Greater Atlanta, Inc. is a benefit plan reported by United Way Of Greater Atlanta, Inc. under EIN 58-0566194 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $16,023,162 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16MPlan net assets, end of year$16,021,116
Participants260Covered participants reported
Assets / participant$61.6KComputed: assets ÷ participants$61,628 (computed)
Provider compensation$38K2 Schedule C provider row(s)$37,959
- Plan sponsor
- United Way Of Greater Atlanta, Inc.
- EIN
- 58-0566194
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241009131551NAL0031305504001 |
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)$16M total assets
Net assets$16MLiabilities$2K
Full reported line items
Net assets
- Total assets (EOY)
- $16,023,162
- Total liabilities (EOY)
- $2,046
- Net assets (EOY)
- $16,021,116
- Net assets (BOY)
- $14,098,326
Income & contributions
- Employer contributions
- $750,000
- Total contributions
- $750,000
- Total income / additions
- $2,829,061
Expenses & distributions
- Benefits paid
- $675,699
- Administrative expenses
- $230,572
- Total expenses
- $906,271
- Net increase / (decrease)
- $1,922,790
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.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $9,959 | $0 | 2023 |