403(B) Thrift Plan For United Way Of Central Alabama Inc — Form 5500 plan (United Way Of Central Alabama 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, 403(B) Thrift Plan For United Way Of Central Alabama Inc is a benefit plan reported by United Way Of Central Alabama Inc under EIN 63-0288846 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $6,778,222 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,778,222
Participants213Covered participants reported
Assets / participant$31.8KComputed: assets ÷ participants$31,823 (computed)
Provider compensation$9231 Schedule C provider row(s)
- Plan sponsor
- United Way Of Central Alabama Inc
- EIN
- 63-0288846
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240923104103NAL0011259121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,778,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,778,222
- Net assets (BOY)
- $5,095,115
Income & contributions
- Employer contributions
- $535,352
- Participant contributions
- $406,283
- Total contributions
- $955,727
- Total income / additions
- $2,024,905
Expenses & distributions
- Benefits paid
- $340,875
- Administrative expenses
- $923
- Total expenses
- $341,798
- Net increase / (decrease)
- $1,683,107
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $923 | $0 | 2023 |