How big is United Philanthropy Forum's plan?

United Philanthropy Forum's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250609091335NAL0040499154001

United Philanthropy Forum

Name: United Philanthropy Forum — United Philanthropy, Form 5500 (2024)
Creator: United Philanthropy Forum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Philanthropy Forum 403(b) Plan

403(b) retirement plan · United Philanthropy Forum's United Philanthropy Forum 403(b) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Deborah Aubert Thomas signed United Philanthropy Forum's 2024 Form 5500 as plan administrator.

Deborah Aubert Thomas — 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 Philanthropy Forum's EIN is 52-2122029.

EIN 52-2122029

Plan number 001

Plan year 2024

ACK ID 20250609091335NAL0040499154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Philanthropy Forum'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 PHILANTHROPY FORUM.

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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