United Way Of Central Indiana Inc. Retirement Plan — Form 5500 plan (United Way Of Central Indiana 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, United Way Of Central Indiana Inc. Retirement Plan is a benefit plan reported by United Way Of Central Indiana Inc. under EIN 35-1007590 and plan number 003. The latest loaded filing year is 2023. The filing reports 140 participants and $5,445,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way Of Central Indiana Inc.
- EIN
- 35-1007590
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $5,445,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241009141911NAL0009302835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,445,822
- Total liabilities (EOY)
- $9,582
- Net assets (EOY)
- $5,436,240
- Net assets (BOY)
- $4,429,567
Income & contributions
- Employer contributions
- $439,279
- Participant contributions
- $723,683
- Total contributions
- $1,176,301
- Total income / additions
- $1,969,324
Expenses & distributions
- Benefits paid
- $897,061
- Administrative expenses
- $48,592
- Total expenses
- $962,651
- Net increase / (decrease)
- $1,006,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,659 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $16,933 | not reported in the loaded dataset | 2023 |