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TAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY, INC.
Employer identification number (EIN):010241767
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DANNY COYNE2023-10-17 DANNY COYNE2023-10-17
0022021-01-01DANNY COYNE2022-09-19 DANNY COYNE2022-09-19
0022020-01-01DANNY COYNE2021-09-17 DANNY COYNE2021-09-17
0022018-01-01DIANE HORVATH2019-04-03 DIANE HORVATH2019-04-03
0022017-01-01MONICA SANDERS2018-05-10 MONICA SANDERS2018-05-10
0022016-01-01MONICA SANDERS2017-07-13 ELIZABETH COTTER SCHLAX2017-07-17
0022015-01-01MONICA SANDERS2016-07-15
0022014-01-01CARRIE ZEISSE2015-08-26
0022013-01-01CARRIE ZEISSE2014-08-01
0022012-01-01CARRIE ZEISSE2013-09-05
0022011-01-01BRYAN O'CONNOR2012-07-19
0022010-01-01MICHAEL BEVILACQUA2011-06-17 MICHAEL BEVILACQUA2011-06-17

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