Original filing (PDF)20250627145208NAL0023035202001

UNITED WAY OF PALM BEACH COUNTY,INC

Name: UNITED WAY OF PALM BEACH COUNTY,INC — EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC., Form 5500 (2024)
Creator: UNITED WAY OF PALM BEACH COUNTY,INC

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF PALM BEACH COUNTY,INC.

Plan sponsor

Name

UNITED WAY OF PALM BEACH COUNTY,INC

EIN

59-0683258

Address

477 S. ROSEMARY AVENUE, SUITE 230 · WEST PALM BEACH, FL · 33401

Phone

(561) 375-6619

Industry

Health Care & Social Assistancesee all

Plan administrator