Plan5500

Pension Plan Of United Way Worldwide — Form 5500 plan (United Way Worldwide)

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, Pension Plan Of United Way Worldwide is a benefit plan reported by United Way Worldwide under EIN 13-1635294 and plan number 333. The latest loaded filing year is 2023. The filing reports 355 participants and $32,325,162 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.3MPlan net assets, end of year$32,325,162
Participants355Covered participants reported
Assets / participant$91.1KComputed: assets ÷ participants$91,057 (computed)
Provider compensation$127.2K3 Schedule C provider row(s)$127,204
Plan sponsor
United Way Worldwide
EIN
13-1635294
Plan number
333
Plan type
2
Location
Alexandria, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20241015155405NAL0057077746001
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)$32.3M total assets
Net assets$32.3MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$2.7M
Benefits paid / distributions$2.3M
Contributions
Employer$633.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$32,325,162
Total liabilities (EOY)
$0
Net assets (EOY)
$32,325,162
Net assets (BOY)
$31,021,754

Income & contributions

Employer contributions
$633,800
Total contributions
$633,800
Total income / additions
$3,977,057

Expenses & distributions

Benefits paid
$2,280,157
Administrative expenses
$393,492
Total expenses
$2,673,649
Net increase / (decrease)
$1,303,408
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 income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$100,550$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$16,654not reported in the loaded dataset2023
Kestra Advisory Svc LLCINVESTMENT ADVISORY$10,000not reported in the loaded dataset2023

Related Form 5500 pages