2023 Form 5500 filing — United Negro College Fund Dc 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 20241015123251NAL0049405936001) for United Negro College Fund Dc Retirement Plan, reported by United Negro College Fund, Inc. under EIN 13-1624241 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123251NAL0049405936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Negro College Fund, Inc.
- EIN
- 13-1624241
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,083,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,083,297
- Employer contributions
- $936,839
- Participant contributions
- $1,525,706
- Total income / additions
- $7,560,305
- Benefits paid
- $2,764,148
- Administrative expenses
- $22,456
- Total expenses
- $2,800,511
- Net increase / (decrease)
- $4,759,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $14,938 | $0 |
| Smith & Howard, P.C. | AUDITOR | $10,000 | not reported in the loaded dataset |