Civic Intelligence

United Way of America

Plan context: Tax Deferred Annuity Plan of United Way of America

EIN 13-1635294 • 111 filings • 16 plans

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Current Snapshot

Latest Year

2024

2024 Participants

245

2024 Assets

$72,523,104

2024 Contributions

$3,144,853

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$95,592,387$47,796,194$0200120132024YearValue
$72,523,104Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,1725860199920122024YearValue
245Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243245$72,523,104$3,144,853$12,836iApproximate average salary by contribution assumption: employee only about $320,903 at 4% or $213,936 at 6%; with 50% employer match about $213,936 at 4% or $142,624 at 6%; with 100% employer match about $160,452 at 4% or $106,968 at 6%.
Tax Deferred Annuity Plan of United Way of America-245$40,984,904$2,674,520$10,916iApproximate average salary by contribution assumption: employee only about $272,910 at 4% or $181,940 at 6%; with 50% employer match about $181,940 at 4% or $121,293 at 6%; with 100% employer match about $136,455 at 4% or $90,970 at 6%.
Pension Plan of United Way Worldwide-13$31,538,200$470,333$36,179iApproximate average salary by contribution assumption: employee only about $904,487 at 4% or $602,991 at 6%; with 50% employer match about $602,991 at 4% or $401,994 at 6%; with 100% employer match about $452,243 at 4% or $301,496 at 6%.
United Way Worldwide Welfare Benefit Plan-138---
20233232$73,310,066$3,308,320$14,260iApproximate average salary by contribution assumption: employee only about $356,500 at 4% or $237,667 at 6%; with 50% employer match about $237,667 at 4% or $158,444 at 6%; with 100% employer match about $178,250 at 4% or $118,833 at 6%.
Tax Deferred Annuity Plan of United Way of America-232$40,984,904$2,674,520$11,528iApproximate average salary by contribution assumption: employee only about $288,203 at 4% or $192,135 at 6%; with 50% employer match about $192,135 at 4% or $128,090 at 6%; with 100% employer match about $144,101 at 4% or $96,068 at 6%.
Pension Plan of United Way Worldwide-14$32,325,162$633,800$45,271iApproximate average salary by contribution assumption: employee only about $1,131,786 at 4% or $754,524 at 6%; with 50% employer match about $754,524 at 4% or $503,016 at 6%; with 100% employer match about $565,893 at 4% or $377,262 at 6%.
United Way Worldwide Welfare Benefit Plan-143---
20223131$71,066,149$2,969,700$22,669iApproximate average salary by contribution assumption: employee only about $566,737 at 4% or $377,824 at 6%; with 50% employer match about $377,824 at 4% or $251,883 at 6%; with 100% employer match about $283,368 at 4% or $188,912 at 6%.
Tax Deferred Annuity Plan of United Way of America-131$40,044,395$2,969,700$22,669iApproximate average salary by contribution assumption: employee only about $566,737 at 4% or $377,824 at 6%; with 50% employer match about $377,824 at 4% or $251,883 at 6%; with 100% employer match about $283,368 at 4% or $188,912 at 6%.
Pension Plan of United Way Worldwide-19$31,021,754--
United Way Worldwide Welfare Benefit Plan-129---
20213192$95,592,387$4,004,614$20,857iApproximate average salary by contribution assumption: employee only about $521,434 at 4% or $347,623 at 6%; with 50% employer match about $347,623 at 4% or $231,748 at 6%; with 100% employer match about $260,717 at 4% or $173,811 at 6%.
Tax Deferred Annuity Plan of United Way of America-192$53,363,125$4,004,614$20,857iApproximate average salary by contribution assumption: employee only about $521,434 at 4% or $347,623 at 6%; with 50% employer match about $347,623 at 4% or $231,748 at 6%; with 100% employer match about $260,717 at 4% or $173,811 at 6%.
Pension Plan of United Way Worldwide-28$42,229,262--
United Way Worldwide Welfare Benefit Plan-182---
20203236$92,545,456$4,666,171$19,772iApproximate average salary by contribution assumption: employee only about $494,298 at 4% or $329,532 at 6%; with 50% employer match about $329,532 at 4% or $219,688 at 6%; with 100% employer match about $247,149 at 4% or $164,766 at 6%.
Tax Deferred Annuity Plan of United Way of America-236$50,500,150$4,666,171$19,772iApproximate average salary by contribution assumption: employee only about $494,298 at 4% or $329,532 at 6%; with 50% employer match about $329,532 at 4% or $219,688 at 6%; with 100% employer match about $247,149 at 4% or $164,766 at 6%.
Pension Plan of United Way Worldwide-38$42,045,306--
United Way Worldwide Welfare Benefit Plan-235---
20193221$82,611,293$4,345,068$19,661iApproximate average salary by contribution assumption: employee only about $491,524 at 4% or $327,682 at 6%; with 50% employer match about $327,682 at 4% or $218,455 at 6%; with 100% employer match about $245,762 at 4% or $163,841 at 6%.
Tax Deferred Annuity Plan of United Way of America-220$43,360,914$4,345,068$19,750iApproximate average salary by contribution assumption: employee only about $493,758 at 4% or $329,172 at 6%; with 50% employer match about $329,172 at 4% or $219,448 at 6%; with 100% employer match about $246,879 at 4% or $164,586 at 6%.
Pension Plan of United Way Worldwide-40$39,250,379--
United Way Worldwide Welfare Benefit Plan-221---
20183237$69,838,881$4,716,460$19,901iApproximate average salary by contribution assumption: employee only about $497,517 at 4% or $331,678 at 6%; with 50% employer match about $331,678 at 4% or $221,119 at 6%; with 100% employer match about $248,758 at 4% or $165,839 at 6%.
Tax Deferred Annuity Plan of United Way of America-237$35,668,190$3,816,460$16,103iApproximate average salary by contribution assumption: employee only about $402,580 at 4% or $268,387 at 6%; with 50% employer match about $268,387 at 4% or $178,925 at 6%; with 100% employer match about $201,290 at 4% or $134,193 at 6%.
Pension Plan of United Way Worldwide-44$34,170,691$900,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
United Way Worldwide Welfare Benefit Plan-237---
20173222$73,929,352$4,388,949$19,770iApproximate average salary by contribution assumption: employee only about $494,251 at 4% or $329,501 at 6%; with 50% employer match about $329,501 at 4% or $219,667 at 6%; with 100% employer match about $247,126 at 4% or $164,750 at 6%.
Pension Plan of United Way Worldwide-45$38,019,937$900,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Tax Deferred Annuity Plan of United Way of America-222$35,909,415$3,488,949$15,716iApproximate average salary by contribution assumption: employee only about $392,900 at 4% or $261,933 at 6%; with 50% employer match about $261,933 at 4% or $174,622 at 6%; with 100% employer match about $196,450 at 4% or $130,967 at 6%.
United Way Worldwide Welfare Benefit Plan-221---
20163212$65,288,326$4,263,406$20,110iApproximate average salary by contribution assumption: employee only about $502,760 at 4% or $335,173 at 6%; with 50% employer match about $335,173 at 4% or $223,449 at 6%; with 100% employer match about $251,380 at 4% or $167,587 at 6%.
Pension Plan of United Way Worldwide-50$34,439,892$900,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Tax Deferred Annuity Plan of United Way of America-212$30,848,434$3,363,406$15,865iApproximate average salary by contribution assumption: employee only about $396,628 at 4% or $264,419 at 6%; with 50% employer match about $264,419 at 4% or $176,279 at 6%; with 100% employer match about $198,314 at 4% or $132,209 at 6%.
United Way Worldwide Welfare Benefit Plan-210---
20153203$66,313,197$4,152,513$20,456iApproximate average salary by contribution assumption: employee only about $511,393 at 4% or $340,929 at 6%; with 50% employer match about $340,929 at 4% or $227,286 at 6%; with 100% employer match about $255,697 at 4% or $170,464 at 6%.
Pension Plan of United Way Worldwide-56$37,562,170$900,000$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
Tax Deferred Annuity Plan of United Way of America-203$28,751,027$3,252,513$16,022iApproximate average salary by contribution assumption: employee only about $400,556 at 4% or $267,037 at 6%; with 50% employer match about $267,037 at 4% or $178,025 at 6%; with 100% employer match about $200,278 at 4% or $133,519 at 6%.
United Way Worldwide Welfare Benefit Plan-200---
20143192$67,169,954$4,510,816$23,494iApproximate average salary by contribution assumption: employee only about $587,346 at 4% or $391,564 at 6%; with 50% employer match about $391,564 at 4% or $261,043 at 6%; with 100% employer match about $293,673 at 4% or $195,782 at 6%.
Pension Plan of United Way Worldwide-58$38,826,728$1,800,000$31,034iApproximate average salary by contribution assumption: employee only about $775,862 at 4% or $517,241 at 6%; with 50% employer match about $517,241 at 4% or $344,828 at 6%; with 100% employer match about $387,931 at 4% or $258,621 at 6%.
Tax Deferred Annuity Plan of United Way of America-192$28,343,226$2,710,816$14,119iApproximate average salary by contribution assumption: employee only about $352,971 at 4% or $235,314 at 6%; with 50% employer match about $235,314 at 4% or $156,876 at 6%; with 100% employer match about $176,485 at 4% or $117,657 at 6%.
United Way Worldwide Welfare Benefit Plan-189---
20133193$63,940,647$4,239,138$21,964iApproximate average salary by contribution assumption: employee only about $549,111 at 4% or $366,074 at 6%; with 50% employer match about $366,074 at 4% or $244,049 at 6%; with 100% employer match about $274,556 at 4% or $183,037 at 6%.
Pension Plan of United Way Worldwide-63$35,666,439$1,000,000$15,873iApproximate average salary by contribution assumption: employee only about $396,825 at 4% or $264,550 at 6%; with 50% employer match about $264,550 at 4% or $176,367 at 6%; with 100% employer match about $198,413 at 4% or $132,275 at 6%.
Tax Deferred Annuity Plan of United Way of America-193$28,274,208$3,239,138$16,783iApproximate average salary by contribution assumption: employee only about $419,577 at 4% or $279,718 at 6%; with 50% employer match about $279,718 at 4% or $186,479 at 6%; with 100% employer match about $209,789 at 4% or $139,859 at 6%.
United Way Worldwide Welfare Benefit Plan-191---
20126216$58,263,192$4,113,889$19,046iApproximate average salary by contribution assumption: employee only about $476,145 at 4% or $317,430 at 6%; with 50% employer match about $317,430 at 4% or $211,620 at 6%; with 100% employer match about $238,072 at 4% or $158,715 at 6%.
PENSION PLAN OF UNITED WAY WORLDWIDE-73$32,554,184$1,000,000$13,699iApproximate average salary by contribution assumption: employee only about $342,466 at 4% or $228,311 at 6%; with 50% employer match about $228,311 at 4% or $152,207 at 6%; with 100% employer match about $171,233 at 4% or $114,155 at 6%.
Tax Deferred Annuity Plan of United Way of America-216$25,709,008$3,113,889$14,416iApproximate average salary by contribution assumption: employee only about $360,404 at 4% or $240,269 at 6%; with 50% employer match about $240,269 at 4% or $160,179 at 6%; with 100% employer match about $180,202 at 4% or $120,135 at 6%.
Group Life Insurance Plan of United Way of America-0---
UNITED WAY WORLDWIDE EAP AND WORKLIFE SERVICES PLAN-0---
Group Disability Income Plan of United Way of America-0---
UNITED WAY CAFETERIA BENEFIT PLAN-0---
20116218$50,265,535$4,053,220$18,593iApproximate average salary by contribution assumption: employee only about $464,819 at 4% or $309,879 at 6%; with 50% employer match about $309,879 at 4% or $206,586 at 6%; with 100% employer match about $232,409 at 4% or $154,940 at 6%.
PENSION PLAN OF UNITED WAY WORLDWIDE-95$29,105,028$1,123,500$11,826iApproximate average salary by contribution assumption: employee only about $295,658 at 4% or $197,105 at 6%; with 50% employer match about $197,105 at 4% or $131,404 at 6%; with 100% employer match about $147,829 at 4% or $98,553 at 6%.
Tax Deferred Annuity Plan of United Way of America-218$21,160,507$2,929,720$13,439iApproximate average salary by contribution assumption: employee only about $335,977 at 4% or $223,985 at 6%; with 50% employer match about $223,985 at 4% or $149,323 at 6%; with 100% employer match about $167,989 at 4% or $111,992 at 6%.
Group Life Insurance Plan of United Way of America-218---
Group Disability Income Plan of United Way of America-218---
UNITED WAY CAFETERIA BENEFIT PLAN-197---
UNITED WAY WORLDWIDE EAP AND WORKLIFE SERVICES PLAN-218---
20106339$48,672,612$3,859,503$11,385iApproximate average salary by contribution assumption: employee only about $284,624 at 4% or $189,749 at 6%; with 50% employer match about $189,749 at 4% or $126,500 at 6%; with 100% employer match about $142,312 at 4% or $94,875 at 6%.
Pension Plan of United Way Worldwide-101$28,654,212$1,028,935$10,187iApproximate average salary by contribution assumption: employee only about $254,687 at 4% or $169,791 at 6%; with 50% employer match about $169,791 at 4% or $113,194 at 6%; with 100% employer match about $127,343 at 4% or $84,896 at 6%.
Tax Deferred Annuity Plan of United Way of America-339$20,018,400$2,830,568$8,350iApproximate average salary by contribution assumption: employee only about $208,744 at 4% or $139,163 at 6%; with 50% employer match about $139,163 at 4% or $92,775 at 6%; with 100% employer match about $104,372 at 4% or $69,581 at 6%.
Group Life Insurance Plan of United Way of America-221---
Group Disability Income Plan of United Way of America-221---
UNITED WAY CAFETERIA BENEFIT PLAN-203---
UNITED WAY WORLDWIDE EAP AND WORKLIFE SERVICES PLAN-221---
20097227$42,379,167$4,010,847$17,669iApproximate average salary by contribution assumption: employee only about $441,723 at 4% or $294,482 at 6%; with 50% employer match about $294,482 at 4% or $196,321 at 6%; with 100% employer match about $220,862 at 4% or $147,241 at 6%.
Pension Plan of United Way Worldwide-111$26,580,820$1,037,919$9,351iApproximate average salary by contribution assumption: employee only about $233,766 at 4% or $155,844 at 6%; with 50% employer match about $155,844 at 4% or $103,896 at 6%; with 100% employer match about $116,883 at 4% or $77,922 at 6%.
Tax Deferred Annuity Plan of United Way of America-204$15,798,347$2,972,928$14,573iApproximate average salary by contribution assumption: employee only about $364,329 at 4% or $242,886 at 6%; with 50% employer match about $242,886 at 4% or $161,924 at 6%; with 100% employer match about $182,165 at 4% or $121,443 at 6%.
Group Life Insurance Plan of United Way of America-226---
Group Disability Income Plan of United Way of America-227---
UNITED WAY WORLDWIDE EAP AND WORKLIFE SERVICES PLAN-227---
UNITED WAY CAFETERIA BENEFIT PLAN-213---
Pension Plan of United Way Worldwide-----
20086208$22,542,027$1,163,155$5,592iApproximate average salary by contribution assumption: employee only about $139,802 at 4% or $93,202 at 6%; with 50% employer match about $93,202 at 4% or $62,134 at 6%; with 100% employer match about $69,901 at 4% or $46,601 at 6%.
Pension Plan of United Way Worldwide-113$22,542,027$1,163,155$10,293iApproximate average salary by contribution assumption: employee only about $257,335 at 4% or $171,557 at 6%; with 50% employer match about $171,557 at 4% or $114,371 at 6%; with 100% employer match about $128,668 at 4% or $85,778 at 6%.
UNITED WAY OF AMERICA EAP AND WORKLIFE SERVICES PLAN-208---
Group Life Insurance Plan of United Way of America-207---
Tax Deferred Annuity Plan of United Way of America-0---
Group Disability Income Plan of United Way of America-208---
UNITED WAY CAFETERIA BENEFIT PLAN-190---
20076236$22,601,524$71,455$303iApproximate average salary by contribution assumption: employee only about $7,569 at 4% or $5,046 at 6%; with 50% employer match about $5,046 at 4% or $3,364 at 6%; with 100% employer match about $3,785 at 4% or $2,523 at 6%.
Pension Plan of United Way Worldwide-141$22,601,524$71,455$507iApproximate average salary by contribution assumption: employee only about $12,669 at 4% or $8,446 at 6%; with 50% employer match about $8,446 at 4% or $5,631 at 6%; with 100% employer match about $6,335 at 4% or $4,223 at 6%.
UNITED WAY OF AMERICA EAP AND WORKLIFE SERVICES PLAN-236---
Tax Deferred Annuity Plan of United Way of America-0---
UNITED WAY CAFETERIA BENEFIT PLAN-215---
Group Life Insurance Plan of United Way of America-234---
Group Disability Income Plan of United Way of America-234---
20065230$23,244,029$320,000$1,391iApproximate average salary by contribution assumption: employee only about $34,783 at 4% or $23,188 at 6%; with 50% employer match about $23,188 at 4% or $15,459 at 6%; with 100% employer match about $17,391 at 4% or $11,594 at 6%.
Pension Plan of United Way Worldwide-158$23,244,029$320,000$2,025iApproximate average salary by contribution assumption: employee only about $50,633 at 4% or $33,755 at 6%; with 50% employer match about $33,755 at 4% or $22,504 at 6%; with 100% employer match about $25,316 at 4% or $16,878 at 6%.
Group Life Insurance Plan of United Way of America-230---
Group Disability Income Plan of United Way of America-230---
UNITED WAY CAFETERIA BENEFIT PLAN-219---
Tax Deferred Annuity Plan of United Way of America-0---
20055206$21,381,194$1,280,981$6,218iApproximate average salary by contribution assumption: employee only about $155,459 at 4% or $103,639 at 6%; with 50% employer match about $103,639 at 4% or $69,093 at 6%; with 100% employer match about $77,729 at 4% or $51,820 at 6%.
Pension Plan of United Way Worldwide-176$21,381,194$1,280,981$7,278iApproximate average salary by contribution assumption: employee only about $181,958 at 4% or $121,305 at 6%; with 50% employer match about $121,305 at 4% or $80,870 at 6%; with 100% employer match about $90,979 at 4% or $60,653 at 6%.
Group Disability Income Plan of United Way of America-206---
Group Life Insurance Plan of United Way of America-206---
Tax Deferred Annuity Plan of United Way of America-0---
UNITED WAY CAFETERIA BENEFIT PLAN-186---
20045209$20,392,952$2,486,850$11,899iApproximate average salary by contribution assumption: employee only about $297,470 at 4% or $198,313 at 6%; with 50% employer match about $198,313 at 4% or $132,209 at 6%; with 100% employer match about $148,735 at 4% or $99,157 at 6%.
Pension Plan of United Way Worldwide-198$20,392,952$2,486,850$12,560iApproximate average salary by contribution assumption: employee only about $313,996 at 4% or $209,331 at 6%; with 50% employer match about $209,331 at 4% or $139,554 at 6%; with 100% employer match about $156,998 at 4% or $104,665 at 6%.
Group Disability Income Plan of United Way of America-209---
Group Life Insurance Plan of United Way of America-209---
Tax Deferred Annuity Plan of United Way of America-0---
UNITED WAY CAFETERIA BENEFIT PLAN-174---
20035196$17,899,214$2,439,781$12,448iApproximate average salary by contribution assumption: employee only about $311,197 at 4% or $207,464 at 6%; with 50% employer match about $207,464 at 4% or $138,310 at 6%; with 100% employer match about $155,598 at 4% or $103,732 at 6%.
Pension Plan of United Way Worldwide-177$17,899,214$2,439,781$13,784iApproximate average salary by contribution assumption: employee only about $344,602 at 4% or $229,735 at 6%; with 50% employer match about $229,735 at 4% or $153,156 at 6%; with 100% employer match about $172,301 at 4% or $114,867 at 6%.
Group Life Insurance Plan of United Way of America-196---
Tax Deferred Annuity Plan of United Way of America-0---
Group Disability Income Plan of United Way of America-196---
UNITED WAY CAFETERIA BENEFIT PLAN-196---
20025206$13,221,223$1,530,022$7,427iApproximate average salary by contribution assumption: employee only about $185,682 at 4% or $123,788 at 6%; with 50% employer match about $123,788 at 4% or $82,525 at 6%; with 100% employer match about $92,841 at 4% or $61,894 at 6%.
Pension Plan of United Way Worldwide-198$13,221,223$1,530,022$7,727iApproximate average salary by contribution assumption: employee only about $193,185 at 4% or $128,790 at 6%; with 50% employer match about $128,790 at 4% or $85,860 at 6%; with 100% employer match about $96,592 at 4% or $64,395 at 6%.
Tax Deferred Annuity Plan of United Way of America-0---
Group Disability Income Plan of United Way of America-206---
Group Life Insurance Plan of United Way of America-206---
UNITED WAY CAFETERIA BENEFIT PLAN-206---
20015187$16,517,902$6,463,934$34,566iApproximate average salary by contribution assumption: employee only about $864,162 at 4% or $576,108 at 6%; with 50% employer match about $576,108 at 4% or $384,072 at 6%; with 100% employer match about $432,081 at 4% or $288,054 at 6%.
Pension Plan of United Way Worldwide-187$16,115,577$1,099,228$5,878iApproximate average salary by contribution assumption: employee only about $146,956 at 4% or $97,970 at 6%; with 50% employer match about $97,970 at 4% or $65,314 at 6%; with 100% employer match about $73,478 at 4% or $48,985 at 6%.
UNITED WAY MULTIPLE EMPLOYER BENEFIT PLAN-0$402,325$5,364,706-
Group Life Insurance Plan of United Way of America-185---
Group Disability Income Plan of United Way of America-185---
Tax Deferred Annuity Plan of United Way of America-0---
200051,172$0$0-
Tax Deferred Annuity Plan of United Way of America-0---
Group Life Insurance Plan of United Way of America-253---
Group Disability Income Plan of United Way of America-186---
UNITED WAY MULTIPLE EMPLOYER BENEFIT PLAN-1,172---
Pension Plan of United Way Worldwide-180---
19993190$0$0-
Tax Deferred Annuity Plan of United Way of America-0---
Group Disability Income Plan of United Way of America-190---
Group Life Insurance Plan of United Way of America-190---