Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HEART OF ILLINOIS UNITED WAY INC.
EIN 37-0661504non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
60
509 W HIGH ST - PEORIA, IL 616061924309-674-5181hoiunitedway.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 60 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#001
EMPLOYEE BENEFITS PLAN OF HEART OF ILLINOIS UNITED WAY, INC.
TraditionalDB
Assets$7.2M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEART OF ILLINOIS UNITED WAY, INC. EMPLOYEES BENEFIT PLAN
403b
Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEE BENEFITS PLAN OF HEART OF ILLINOIS UNITED WAY, INC. | TraditionalDB | $7.2M | 44 | 2024 | |
| 003 | HEART OF ILLINOIS UNITED WAY, INC. EMPLOYEES BENEFIT PLAN | 403b | $1.2M | 16 | 2024 |
Retirement plans