Plan5500

United Way Of The Greater Lehigh Valley Employee Benefit Plan — Form 5500 plan (United Way Of The Greater Lehigh Valley)

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, United Way Of The Greater Lehigh Valley Employee Benefit Plan is a benefit plan reported by United Way Of The Greater Lehigh Valley under EIN 23-2657933 and plan number 501. The latest loaded filing year is 2023. The filing reports 44 participants and $18,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way Of The Greater Lehigh Valley
EIN
23-2657933
Plan number
501
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
44
End-of-year plan assets
$18,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I, C20241218135253NAL0002138771001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$18,630
Total liabilities (EOY)
$48,050
Net assets (EOY)
-$29,420
Net assets (BOY)
-$107,350

Income & contributions

Employer contributions
$581,089
Participant contributions
$115,703
Total income / additions
$701,461

Expenses & distributions

Benefits paid
$361,763
Administrative expenses
-$498
Total expenses
$623,531
Net increase / (decrease)
$77,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bsi Corporate Benefits, LLCBROKER$30,608not reported in the loaded dataset2023
The Benecon Group LLCBROKER$15,769not reported in the loaded dataset2023
Hy Holdings IncBROKER$8,151not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,839not reported in the loaded dataset2023
InnovuBROKER$2,214not reported in the loaded dataset2023

Related Form 5500 pages