2023 Form 5500 filing — Pension Plan For Employees Of United Way, Inc.
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 20250314155449NAL0035729952001) for Pension Plan For Employees Of United Way, Inc., reported by United Way, Inc. under EIN 95-2274801 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314155449NAL0035729952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way, Inc.
- EIN
- 95-2274801
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,442,963
- Total liabilities (EOY)
- $17,614
- Net assets (EOY)
- $17,425,349
- Total income / additions
- $2,050,795
- Benefits paid
- $682,332
- Administrative expenses
- $168,479
- Total expenses
- $850,811
- Net increase / (decrease)
- $1,199,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | NONE | $45,575 | not reported in the loaded dataset |
| U.S. Bank, N.A. | NONE | $44,181 | not reported in the loaded dataset |
| Canterbury Consulting, Inc. | NONE | $32,945 | not reported in the loaded dataset |
| Miller, Kaplan, Arase & Co., Llp | NONE | $14,250 | not reported in the loaded dataset |
| Vaughan Nelson Investment Managemen | NONE | $5,618 | not reported in the loaded dataset |