Plan5500

University Settlement Society — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, University Settlement Society (EIN 13-5562374) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-5562374
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for University Settlement Society

  • 2 loaded plans hold $27.1M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of University Settlement Society Of New York, holds 100% of this company's reported plan assets.
  • Plans cover 1,311 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.1MSummed across loaded plans$27,129,408
Total reported assets$27.1M$27,129,408
Total reported participants1.3K1,311
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.1M total assets
Net assets$27.1MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of University Settlement Society Of New York
Participants per plan656Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Employees Of University Settlement Society Of New York$27.1M
    Plan #002 · 935 participants · 2023
  2. 2
    University Settlement Of New York Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 376 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for University Settlement Society. Open one for its full reported snapshot.

  1. 2023
    University Settlement Of New York Life And Disability Plan376 participants · 2No schedules
    View filing →
  2. 2023
    403(B) Thrift Plan For Employees Of University Settlement Society Of New York935 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does University Settlement Society report on Form 5500?
University Settlement Society (EIN 13-5562374) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for University Settlement Society?
The Employer Identification Number (EIN) reported for University Settlement Society is 13-5562374.
What is the latest Form 5500 filing year for University Settlement Society?
The latest loaded Form 5500 filing year for University Settlement Society is 2023.

Related Form 5500 pages