Defined Benefit Plan For United Way Of New York City — Form 5500 plan (United Way Of New York City)
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, Defined Benefit Plan For United Way Of New York City is a benefit plan reported by United Way Of New York City under EIN 13-2617681 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $15,216,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way Of New York City
- EIN
- 13-2617681
- Plan number
- 001
- Plan type
- 2
- Location
- Ny, NY
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $15,216,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20250124102401NAL0007529361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,216,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,841
- Net assets (BOY)
- $14,923,865
Income & contributions
- Employer contributions
- $7,201
- Total contributions
- $7,201
- Total income / additions
- $1,283,827
Expenses & distributions
- Benefits paid
- $926,705
- Administrative expenses
- $64,146
- Total expenses
- $990,851
- Net increase / (decrease)
- $292,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | NONE | $60,583 | not reported in the loaded dataset | 2023 |
| Equitable | NONE | $3,563 | not reported in the loaded dataset | 2023 |