2023 Form 5500 filing — United Way Of The Greater Lehigh Valley Employee Benefit 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 20241218135253NAL0002138771001) for United Way Of The Greater Lehigh Valley Employee Benefit Plan, reported by United Way Of The Greater Lehigh Valley under EIN 23-2657933 and plan number 501. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218135253NAL0002138771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of The Greater Lehigh Valley
- EIN
- 23-2657933
- Plan number
- 501
- Location
- Allentown, PA
- Participants
- 44
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,630
- Total liabilities (EOY)
- $48,050
- Net assets (EOY)
- -$29,420
- Employer contributions
- $581,089
- Participant contributions
- $115,703
- Total income / additions
- $701,461
- Benefits paid
- $361,763
- Administrative expenses
- -$498
- Total expenses
- $623,531
- Net increase / (decrease)
- $77,930
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bsi Corporate Benefits, LLC | BROKER | $30,608 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $15,769 | not reported in the loaded dataset |
| Hy Holdings Inc | BROKER | $8,151 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,839 | not reported in the loaded dataset |
| Innovu | BROKER | $2,214 | not reported in the loaded dataset |