How big is United Way, Inc.'s plan?

United Way, Inc.'s plan reported $2.8M in assets and 36 participants for 2024.

Original filing (PDF)20251010082419NAL0004067971001

United Way, Inc.

Name: United Way, Inc. — 403(b) Thrift Plan for United, Form 5500 (2024)
Creator: United Way, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for United Way, Inc.

403(b) retirement plan · United Way, Inc.'s 403(b) Thrift Plan for United Way, Inc. held $2.8M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Jennifer Critcher Bengtson signed United Way, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Critcher Bengtson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Way, Inc.'s EIN is 06-0646653.

EIN 06-0646653

Plan number 002

Plan year 2024

ACK ID 20251010082419NAL0004067971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Way, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Way, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UNITED WAY, INC.

EIN

all filings

Address

ONE STATE STREET SUITE 1710 · HARTFORD, CT · 06103

Phone

(860) 493-6800

Industry

Other Services (ex. Public Admin)

Plan administrator