United Network For Organ Sharing 401(K) Retirement Plan — Form 5500 plan (United Network For Organ Sharing)
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 Network For Organ Sharing 401(K) Retirement Plan is a benefit plan reported by United Network For Organ Sharing under EIN 54-1327878 and plan number 002. The latest loaded filing year is 2023. The filing reports 595 participants and $101,357,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Network For Organ Sharing
- EIN
- 54-1327878
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $101,357,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20240930104308NAL0005583873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,357,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,357,909
- Net assets (BOY)
- $84,381,456
Income & contributions
- Employer contributions
- $3,923,994
- Participant contributions
- $4,195,522
- Total contributions
- $9,059,051
- Total income / additions
- $24,755,571
Expenses & distributions
- Benefits paid
- $7,653,656
- Administrative expenses
- $125,462
- Total expenses
- $7,779,118
- Net increase / (decrease)
- $16,976,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,460 | $0 | 2023 |
| Executive Insurance Agency Inc | OTHER SERVICES | $0 | $20,872 | 2023 |
| Valmark Securities Inc | OTHER SERVICES | $0 | $10,719 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Network For Organ Sharing
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Principal Life Insurance Company — Schedule C compensation
- Executive Insurance Agency Inc — Schedule C compensation
- Valmark Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation