Defined Benefit Pension Plan For Employees Of United Way Of Central Alabama, Inc. — Form 5500 plan (United Way Of Central Alabama, 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, Defined Benefit Pension Plan For Employees Of United Way Of Central Alabama, Inc. is a benefit plan reported by United Way Of Central Alabama, Inc. under EIN 63-0288846 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $10,463,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way Of Central Alabama, Inc.
EIN
63-0288846
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
244
End-of-year plan assets
$10,463,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20250828083832NAL0005403539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,463,124
Total liabilities (EOY)
$0
Net assets (EOY)
$10,463,124
Net assets (BOY)
$14,566,231

Income & contributions

Employer contributions
$1,180,790
Total contributions
$1,180,790
Total income / additions
$3,312,307

Expenses & distributions

Benefits paid
$7,413,068
Administrative expenses
$2,346
Total expenses
$7,415,414
Net increase / (decrease)
-$4,103,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
OneamericaNONE$0$02023

Related Form 5500 pages