Plan5500

Pension Plan For Employees Of United Way, Inc. — Form 5500 plan (United Way, 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, Pension Plan For Employees Of United Way, Inc. is a benefit plan reported by United Way, Inc. under EIN 95-2274801 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $17,442,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way, Inc.
EIN
95-2274801
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
210
End-of-year plan assets
$17,442,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20250314155449NAL0035729952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,442,963
Total liabilities (EOY)
$17,614
Net assets (EOY)
$17,425,349
Net assets (BOY)
$16,225,365

Income & contributions

Total contributions
$0
Total income / additions
$2,050,795

Expenses & distributions

Benefits paid
$682,332
Administrative expenses
$168,479
Total expenses
$850,811
Net increase / (decrease)
$1,199,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusNONE$45,575not reported in the loaded dataset2023
U.S. Bank, N.A.NONE$44,181not reported in the loaded dataset2023
Canterbury Consulting, Inc.NONE$32,945not reported in the loaded dataset2023
Miller, Kaplan, Arase & Co., LlpNONE$14,250not reported in the loaded dataset2023
Vaughan Nelson Investment ManagemenNONE$5,618not reported in the loaded dataset2023

Related Form 5500 pages