403b Thrift Plan For United Way For Southeastern Mi — Form 5500 plan (United Way For Southeastern Mi)
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, 403b Thrift Plan For United Way For Southeastern Mi is a benefit plan reported by United Way For Southeastern Mi under EIN 20-3099071 and plan number 005. The latest loaded filing year is 2023. The filing reports 294 participants and $9,351,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way For Southeastern Mi
- EIN
- 20-3099071
- Plan number
- 005
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $9,351,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241015095144NAL0029180401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,351,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,351,457
- Net assets (BOY)
- $7,605,906
Income & contributions
- Employer contributions
- $273,591
- Participant contributions
- $988,292
- Total contributions
- $1,383,979
- Total income / additions
- $2,745,779
Expenses & distributions
- Benefits paid
- $942,192
- Administrative expenses
- $58,036
- Total expenses
- $1,000,228
- Net increase / (decrease)
- $1,745,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $31,797 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisor | ADVISOR | $23,072 | not reported in the loaded dataset | 2023 |