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UNITED WAY QUAD CITIES — UNITED WAY QUAD CITIES 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250819140610NAL0001185587001
UNITED WAY QUAD CITIES
Form 5500-SF
FILING_RECEIVED
UNITED WAY QUAD CITIES 403(B) PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
33
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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 QUAD CITIES
.
Find decision makers
Plan sponsor
Name
UNITED WAY QUAD CITIES
EIN
36-2725960
Address
852 MIDDLE ROAD, SUITE 401 · BETTENDORF, IA · 52722
Phone
(563) 355-4310
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
2024-07-01
Tax period
2025-06-30
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
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)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
HUMAN DEVELOPMENT CENTER, INC.
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THE BURTON D. MORGAN FOUNDATION, INC
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PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
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PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
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PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
