2023 Form 5500 filing — 403b Thrift Plan For United Way For Southeastern Mi
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 20241015095144NAL0029180401001) for 403b Thrift Plan For United Way For Southeastern Mi, reported by United Way For Southeastern Mi under EIN 20-3099071 and plan number 005. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095144NAL0029180401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way For Southeastern Mi
- EIN
- 20-3099071
- Plan number
- 005
- Location
- Detroit, MI
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,351,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,351,457
- Employer contributions
- $273,591
- Participant contributions
- $988,292
- Total income / additions
- $2,745,779
- Benefits paid
- $942,192
- Administrative expenses
- $58,036
- Total expenses
- $1,000,228
- Net increase / (decrease)
- $1,745,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $31,797 | not reported in the loaded dataset |
| Captrust Financial Advisor | ADVISOR | $23,072 | not reported in the loaded dataset |