| Plan Name | TAX DEFERRED ANNUITY PLAN OF HERITAGE UNITED WAY, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HERITAGE UNITED WAY, INC. |
| Employer identification number (EIN): | 020225575 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2018-01-01 | CYNTHIA READ | 2019-07-30 | CYNTHIA READ | 2019-07-30 |
| 002 | 2017-01-01 | CYNTHIA READ | 2018-07-29 | CYNTHIA READ | 2018-07-29 |
| 002 | 2016-01-01 | CYNTHIA READ | 2017-10-26 | CYNTHIA READ | 2017-10-26 |
| 002 | 2015-01-01 | CYNTHIA READ | 2016-07-27 | CYNTHIA READ | 2016-07-27 |
| 002 | 2014-01-01 | CYNTHIA READ | 2015-07-27 | CYNTHIA READ | 2015-07-27 |
| 002 | 2013-01-01 | MARY SCHROEDER | 2014-07-29 | MARY SCHROEDER | 2014-07-29 |
| 002 | 2012-01-01 | MARY SCHROEDER | 2013-07-30 | MARY SCHROEDER | 2013-07-30 |
| 002 | 2011-01-01 | MARY SCHROEDER | 2012-07-26 | MARY SCHROEDER | 2012-07-26 |
| 002 | 2010-01-01 | MARY SCHROEDER | 2011-10-17 |