2023 Form 5500 filing — Defined Benefit Plan For United Way Of New York City
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 20250124102401NAL0007529361001) for Defined Benefit Plan For United Way Of New York City, reported by United Way Of New York City under EIN 13-2617681 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124102401NAL0007529361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of New York City
- EIN
- 13-2617681
- Plan number
- 001
- Location
- Ny, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,216,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,841
- Employer contributions
- $7,201
- Total income / additions
- $1,283,827
- Benefits paid
- $926,705
- Administrative expenses
- $64,146
- Total expenses
- $990,851
- Net increase / (decrease)
- $292,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | NONE | $60,583 | not reported in the loaded dataset |
| Equitable | NONE | $3,563 | not reported in the loaded dataset |