· 2022–2024 · DOL EFAST2

UNITED WAY OF GREATER HOUSTON — TAX DEFFERED ANNUITY PLAN OF UNITED WAY OF TEXAS GULF COAST, Form 5500 (2023)

Original filing (PDF)20251015112439NAL0002211811001

UNITED WAY OF GREATER HOUSTON

Form 5500-SF

FILING_RECEIVED

TAX DEFFERED ANNUITY PLAN OF UNITED WAY OF TEXAS GULF COAST

403(b) retirement plan

Signals · 1

Late filing · 11.0 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

75

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 11.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF GREATER HOUSTON

EIN

74-1167964all filings

Address

PO BOX 3247 · HOUSTON, TX · 772533247

Phone

(713) 685-2300

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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