Plan5500

United Way Of Central Ia Retirement Plan — Form 5500 plan (United Way Of Central Iowa)

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 Ia Retirement Plan is a benefit plan reported by United Way Of Central Iowa under EIN 42-0680425 and plan number 333. The latest loaded filing year is 2023. The filing reports 370 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Way Of Central Iowa
EIN
42-0680425
Plan number
333
Plan type
3
Location
Des Moines, IA
Latest filing year
2023
Participants
370
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H, C20240627113835NAL0006550995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$50,190,450

Income & contributions

Total contributions
$0
Total income / additions
$931,173

Expenses & distributions

Benefits paid
$50,921,701
Administrative expenses
$199,922
Total expenses
$51,121,623
Net increase / (decrease)
-$50,190,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,404$02023
Bcg Pension RiskINVESTMENT ADVISORY$56,250not reported in the loaded dataset2023
Faegre Drinker Biddle &LEGAL$41,940not reported in the loaded dataset2023
Principal Global Investors LLCINVESTMENT ADVISORY$19,898not reported in the loaded dataset2023
Cap Financial Partners,LINVESTMENT ADVISORY$3,199$12,5132023
Bergan KdvACCOUNTANT$11,200not reported in the loaded dataset2023

Related Form 5500 pages