Plan5500

403(B) Thrift Plan Of Union Settlement Association — Form 5500 plan (Union Settlement Association, Inc.)

Plain-English plan 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, 403(B) Thrift Plan Of Union Settlement Association is a benefit plan reported by Union Settlement Association, Inc. under EIN 13-1632530 and plan number 003. The latest loaded filing year is 2023. The filing reports 506 participants and $5,531,113 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.5MPlan net assets, end of year$5,531,113
Participants506Covered participants reported
Assets / participant$10.9KComputed: assets ÷ participants$10,931 (computed)
Provider compensation$2.3K1 Schedule C provider row(s)$2,254
Plan sponsor
Union Settlement Association, Inc.
EIN
13-1632530
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    506 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$922.4K
Total expenses$418.1K
Benefits paid / distributions$415.8K
Contributions
EmployerNot reported
Participant$203.3K
Full reported line items

Net assets

Total assets (EOY)
$5,531,113
Total liabilities (EOY)
$0
Net assets (EOY)
$5,531,113
Net assets (BOY)
$5,026,789

Income & contributions

Participant contributions
$203,258
Total contributions
$204,258
Total income / additions
$922,412

Expenses & distributions

Benefits paid
$415,834
Administrative expenses
$2,254
Total expenses
$418,088
Net increase / (decrease)
$504,324
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America$2.3K
    NONE · Direct $2.3K · Indirect $0

Related Form 5500 pages