Original filing (PDF)20250725163241NAL0003561139001

UNITARIAN UNIVERSALIST HOUSE

Name: UNITARIAN UNIVERSALIST HOUSE — UNITARIAN UNIVERSALIST HOUSE RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITARIAN UNIVERSALIST HOUSE

Form 5500-SF

FILING_RECEIVED

UNITARIAN UNIVERSALIST HOUSE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITARIAN UNIVERSALIST HOUSE.

Plan sponsor

Name

UNITARIAN UNIVERSALIST HOUSE

DBA

UU HOUSE OUTREACH PROGRAM

EIN

23-1638192

Address

22 W RITTENHOUSE ST FL 1 · PHILADELPHIA, PA · 191442750

Phone

(215) 843-5881

Industry

Health Care & Social Assistancesee 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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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