2023 Form 5500 filing — United Way Of Central Ia Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627113835NAL0006550995001) for United Way Of Central Ia Retirement Plan, reported by United Way Of Central Iowa under EIN 42-0680425 and plan number 333. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627113835NAL0006550995001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Way Of Central Iowa
- EIN
- 42-0680425
- Plan number
- 333
- Location
- Des Moines, IA
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $931,173
- Benefits paid
- $50,921,701
- Administrative expenses
- $199,922
- Total expenses
- $51,121,623
- Net increase / (decrease)
- -$50,190,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,404 | $0 |
| Bcg Pension Risk | INVESTMENT ADVISORY | $56,250 | not reported in the loaded dataset |
| Faegre Drinker Biddle & | LEGAL | $41,940 | not reported in the loaded dataset |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $19,898 | not reported in the loaded dataset |
| Cap Financial Partners,L | INVESTMENT ADVISORY | $3,199 | $12,513 |
| Bergan Kdv | ACCOUNTANT | $11,200 | not reported in the loaded dataset |