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Original filing (PDF)20230717190149NAL0016381123001

UNITED WAY OF GREATER CINCINNATI

Form 5500
FILING_RECEIVED
PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
  • Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF GREATER CINCINNATI.
Plan sponsor
Name
UNITED WAY OF GREATER CINCINNATI
EIN
31-0537502
Address
2400 READING RD · CINCINNATI, OH · 452021478
Phone
(513) 762-7100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-17
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
USI CONSULTING GROUP06-1053228—NONE$77K—
THOMPSON HINE34-0575300—NONE$61K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.