Original filing (PDF)20240723150042NAL0007415619001

UNITED STATES CONFERENCE OF MAYORS

Name: UNITED STATES CONFERENCE OF MAYORS — UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN, Form 5500 (2022)
Creator: UNITED STATES CONFERENCE OF MAYORS

Form 5500

FILING_RECEIVED

UNITED STATES CONFERENCE OF MAYORS ERTSA PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 8.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 8.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED STATES CONFERENCE OF MAYORS.

Plan sponsor

Name

UNITED STATES CONFERENCE OF MAYORS

DBA

CONFERENCE OF MAYORS RESEARCH AND EDUCATION FOUNDATION

EIN

53-0196642

Address

1620 I ST NW FL 4 · WASHINGTON, DC · 200064005

Phone

(202) 293-7330

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-07-23

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $16.3M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FUTUREFUNDS SERIES ACCOUNT II GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003	Pooled Separate Account	$16.3M	100.0%

1–1 of 1

Related plans

Similar-size Other Services (ex. Public Admin) plans

FREEDOM HOUSE CHURCH

FREEDOM HOUSE CHURCH 403(B)

NYSARC, INC. COUNTY CHAPTER

NASSAU COUNTY AHRC PROFIT-SHARING PLAN

BETANCES HEALTH CENTER

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BETANCES HEALTH CENTER

FIDUCIARY WISE, LL FBO RWTC, INC

ETF ADVISOR K MEP FIDUCIARY WISE, LLC

K2 ESCAPE INC