2023 Form 5500 filing — United Way Of Central Indiana Inc. 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 20241009141911NAL0009302835001) for United Way Of Central Indiana Inc. Retirement Plan, reported by United Way Of Central Indiana Inc. under EIN 35-1007590 and plan number 003. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141911NAL0009302835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of Central Indiana Inc.
- EIN
- 35-1007590
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,445,822
- Total liabilities (EOY)
- $9,582
- Net assets (EOY)
- $5,436,240
- Employer contributions
- $439,279
- Participant contributions
- $723,683
- Total income / additions
- $1,969,324
- Benefits paid
- $897,061
- Administrative expenses
- $48,592
- Total expenses
- $962,651
- Net increase / (decrease)
- $1,006,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,659 | $0 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $16,933 | not reported in the loaded dataset |