2023 Form 5500 filing — Pension Plan Of United Way Worldwide
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 20241015155405NAL0057077746001) for Pension Plan Of United Way Worldwide, reported by United Way Worldwide under EIN 13-1635294 and plan number 333. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$32.3MReported net assets$32,325,162
Participants355
Provider compensation$127.2K3 Schedule C row(s)$127,204
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155405NAL0057077746001
- Plan sponsor
- United Way Worldwide
- EIN
- 13-1635294
- Plan number
- 333
- Location
- Alexandria, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$32.3M total assets
Net assets$32.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,325,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,325,162
- Employer contributions
- $633,800
- Total income / additions
- $3,977,057
- Benefits paid
- $2,280,157
- Administrative expenses
- $393,492
- Total expenses
- $2,673,649
- Net increase / (decrease)
- $1,303,408
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,550 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $16,654 | not reported in the loaded dataset |
| Kestra Advisory Svc LLC | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |