· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC. — EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC. 403(B), Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240129135756NAL0021581521001
EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC. 403(B)
403(b) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
EVANSVILLE URBAN ENTERPRISE ASSOCIATION, INC.
EIN
35-1601346
Address
135 S GARVIN ST · EVANSVILLE, IN · 477132715
Phone
(812) 426-2490
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-01-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
NAVIGATING BEHAVIOR SOLUTIONS, LLC
NAVIGATING BEHAVIOR SOLUTIONS, LLC 401(K) PLAN
$1.5M · 6 participants
CREATIVE CARE RESOURCES, INC.
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CREATIVE CARE RESOURCES, INC.
$1.5M · 102 participants
BIG BROTHERS BIG SISTERS OF OR
403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE, INC.
$1.5M · 35 participants
WEINGART CENTER ASSOCIATION INC
WEINGART CENTER ASSOCIATION INC. 403(B) PLAN
$1.5M · 164 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
REPOWER
REPOWER 401(K) PLAN
$1.5M · 21 participants
PRO MUJER, INC.
PRO MUJER, INC. 403(B) PLAN
$1.5M
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
