· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNITED WAY, INC. — TAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014155139NAL0006749842001
UNITED WAY, INC.
Form 5500-SF
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC.
403(b) retirement plan
Active participants
44
Accounts w/ balance
62
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED WAY, INC.
.
Find decision makers
Plan sponsor
Name
UNITED WAY, INC.
EIN
01-0241767
Address
550 FOREST AVENUE · SUITE 100 · PORTLAND, ME · 041011505
Phone
(207) 874-1000
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL GOLF FOUNDATION, INC.
NATIONAL GOLF FOUNDATION 401(K) PLAN
$5.4M · 26 participants
BRAIN INJURY ASSOCIATION OF MINNESOTA
BRAIN INJURY ASSOCIATION OF MINNESOTA 401(K) PROFIT SHARING PLAN & TRUST
$5.4M · 71 participants
THESSALONICA AGRICULTURAL INDUSTRIAL INSTITUTE
TIAA-CREF RETIEMENT PLAN FOR STAFF AT THESSALONICA AGRICULTURAL INDUSTRIAL INSTITUTE
$5.4M · 22 participants
NATIONAL COUNCIL FOR PRESCRIPTIO
NCPDP 401(K) PLAN AND TRUST
$5.4M · 45 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ENVIRONMENTAL COUNCIL OF THE STATES
ENVIRONMENTAL COUNCIL OF THE STATES 401(K) PROFIT SHARING PLAN & TRUST
$5.4M · 17 participants
ENVIRONMENTAL INTEGRITY PROJECT
EIP 401(K) PLAN
$5.4M · 31 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
