Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED WAY OF GREATER CLEVELAND
EIN 34-6516654non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$15.9M assets
Welfare
0
Participants
306
1331 EUCLID AVE. - CLEVELAND, OH 441151819216-436-2100unitedwaycleveland.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.9M assets / 306 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER CLEVELAND
TraditionalDB
Assets$8.5M
Participants147
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN
403b
Assets$7.4M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER CLEVELAND | TraditionalDB | $8.5M | 147 | 2024 | |
| 003 | UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN | 403b | $7.4M | 159 | 2024 |
Retirement plans
Welfare plans