2023 Form 5500 filing — United Network For Organ Sharing 401(K) 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 20240930104308NAL0005583873001) for United Network For Organ Sharing 401(K) Retirement Plan, reported by United Network For Organ Sharing under EIN 54-1327878 and plan number 002. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930104308NAL0005583873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Network For Organ Sharing
- EIN
- 54-1327878
- Plan number
- 002
- Location
- Richmond, VA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,357,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,357,909
- Employer contributions
- $3,923,994
- Participant contributions
- $4,195,522
- Total income / additions
- $24,755,571
- Benefits paid
- $7,653,656
- Administrative expenses
- $125,462
- Total expenses
- $7,779,118
- Net increase / (decrease)
- $16,976,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,460 | $0 |
| Executive Insurance Agency Inc | OTHER SERVICES | $0 | $20,872 |
| Valmark Securities Inc | OTHER SERVICES | $0 | $10,719 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |