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Companies

companyUnited Way Of Greater Cleveland
$14.8Mreported plan assets
EIN: 34-6516654Location: OHPlans: 2Participants: 312Latest: 2023
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Plans

planDefined Benefit Pension Plan Of United Way Of Greater ClevelandFinancial statementProvider compensation2023 filing
$8.1Mreported assets (EOY)
Sponsor: United Way Of Greater ClevelandEIN: 34-6516654Plan: 002Participants: 152Assets: $8,097,627Net assets: $8.1MAssets / participant: $53.3KLocation: Cleveland, OHLatest: 2023
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planUnited Way Of Greater Cleveland 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
$6.7Mreported assets (EOY)
Sponsor: United Way Of Greater ClevelandEIN: 34-6516654Plan: 003Participants: 160Assets: $6,687,527Net assets: $6.7MAssets / participant: $41.8KLocation: Cleveland, OHLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Defined Benefit Pension Plan Of United Way Of Greater Cleveland
Sponsor: United Way Of Greater ClevelandEIN: 34-6516654Plan: 002Ack ID: 20250107163156NAL0009568497001
filing2023 Form 5500 — United Way Of Greater Cleveland 403(B) Retirement Plan
Sponsor: United Way Of Greater ClevelandEIN: 34-6516654Plan: 003Ack ID: 20241211091058NAL0018076272001