2023 Form 5500 filing — The Defined Benefit Pension Plan Of United Way Of Greater Toledo And Affiliated Agencies
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 20241015144937NAL0056761122001) for The Defined Benefit Pension Plan Of United Way Of Greater Toledo And Affiliated Agencies, reported by United Way Of Greater Toledo under EIN 34-4427947 and plan number 333. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144937NAL0056761122001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Way Of Greater Toledo
- EIN
- 34-4427947
- Plan number
- 333
- Location
- Toledo, OH
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,532,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,532,767
- Employer contributions
- $171,580
- Total income / additions
- $4,538,946
- Benefits paid
- $2,965,821
- Administrative expenses
- $366,132
- Total expenses
- $3,331,953
- Net increase / (decrease)
- $1,206,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $133,901 | not reported in the loaded dataset |
| Mg Trust Co D/B/A Matrix Trust | TRUSTEE | $44,784 | $0 |
| Rehmann Robson LLC | NONE | $26,415 | not reported in the loaded dataset |