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UNITED PHILANTHROPY FORUM — UNITED PHILANTHROPY FORUM 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250609091335NAL0040499154001
UNITED PHILANTHROPY FORUM
Form 5500-SF
FILING_RECEIVED
UNITED PHILANTHROPY FORUM 403(B) PLAN
403(b) retirement plan
Active participants
10
Accounts w/ balance
15
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
UNITED PHILANTHROPY FORUM
.
Find decision makers
Plan sponsor
Name
UNITED PHILANTHROPY FORUM
EIN
52-2122029
Address
1020 19TH STREET NW · SUITE 360 · WASHINGTON, DC · 20036
Phone
(888) 391-3235
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
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
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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
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Small plan (5500-SF) — Schedule H data not available.
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