Original filing (PDF)20251014135732NAL0001462115001

UNITED WAY OF CENTRAL ALABAMA, INC.

Name: UNITED WAY OF CENTRAL ALABAMA, INC. — DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL ALABAMA, INC., Form 5500 (2024)
Creator: UNITED WAY OF CENTRAL ALABAMA, INC.

Form 5500

FILING_RECEIVED

DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL ALABAMA, INC.

Defined-benefit pension plan

Signals · 2

65% in single holdingNo recordkeeper disclosed

Active participants

151

Accounts w/ balance

—

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

How this plan invests

This plan

1 pooled trust

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF CENTRAL ALABAMA, INC..

Plan sponsor

Name

UNITED WAY OF CENTRAL ALABAMA, INC.

EIN

63-0288846

Address

3600 8TH AVENUE SOUTH · P O BOX 320189 · BIRMINGHAM, AL · 35232

Phone

(205) 458-2090

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WARREN AVERETT, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities · 1 pooled fund· $12.1M(100% of reported assets)

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.

Common Collective Trust

$7.8M

1 holding

Uncategorized

$4.2M

3 holdings