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EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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. D/B/A UNITED WAY OF CENTRAL & NE CT has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT
Employer identification number (EIN):060646653
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01STEFANIE BOLES2020-10-16 STEFANIE BOLES2020-10-16
0012018-01-01STEFANIE BOLES2019-10-15 STEFANIE BOLES2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS GLYNN
0012011-01-01THOMAS GLYNN
0012010-01-01THOMAS GLYNN
0012009-01-01THOMAS GLYNN

Plan Statistics for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2022 401k membership
Market value of plan assets2022-12-313,400,842
Acturial value of plan assets2022-12-313,217,445
Funding target for retired participants and beneficiaries receiving payment2022-12-311,022,108
Number of terminated vested participants2022-12-3155
Fundng target for terminated vested participants2022-12-311,598,016
Active participant vested funding target2022-12-31853,997
Number of active participants2022-12-3111
Total funding liabilities for active participants2022-12-31853,997
Total participant count2022-12-3187
Total funding target for all participants2022-12-313,474,121
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3113,126
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3113,126
Present value of excess contributions2022-12-311,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,279
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3116,079
Total employer contributions2022-12-31602,843
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31563,937
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3125,147
Net shortfall amortization installment of oustanding balance2022-12-31272,755
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3150,353
Additional cash requirement2022-12-3150,353
Contributions allocatedtoward minimum required contributions for current year2022-12-31563,937
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2021 401k membership
Market value of plan assets2021-12-313,108,472
Acturial value of plan assets2021-12-313,116,636
Funding target for retired participants and beneficiaries receiving payment2021-12-31943,999
Number of terminated vested participants2021-12-3159
Fundng target for terminated vested participants2021-12-312,008,147
Active participant vested funding target2021-12-31927,241
Number of active participants2021-12-3113
Total funding liabilities for active participants2021-12-31927,241
Total participant count2021-12-3192
Total funding target for all participants2021-12-313,879,387
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31355,982
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3164,552
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31291,430
Present value of excess contributions2021-12-3153,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3155,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-31292,322
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3113,126
Total employer contributions2021-12-31165,157
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31159,981
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,770
Net shortfall amortization installment of oustanding balance2021-12-31775,877
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31158,763
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31158,763
Contributions allocatedtoward minimum required contributions for current year2021-12-31159,981
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2020 401k membership
Market value of plan assets2020-12-313,407,903
Acturial value of plan assets2020-12-313,495,311
Funding target for retired participants and beneficiaries receiving payment2020-12-31992,001
Number of terminated vested participants2020-12-3161
Fundng target for terminated vested participants2020-12-311,830,548
Active participant vested funding target2020-12-311,101,612
Number of active participants2020-12-3116
Total funding liabilities for active participants2020-12-311,101,612
Total participant count2020-12-3198
Total funding target for all participants2020-12-313,924,161
Balance at beginning of prior year after applicable adjustments2020-12-31285,527
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31370,638
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31106,525
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31179,002
Amount remaining of prefunding balance2020-12-31370,638
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-31182,134
Reductions in prefunding balances due to elections or deemed elections2020-12-3121,142
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31355,982
Total employer contributions2020-12-31150,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31142,422
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,239
Net shortfall amortization installment of oustanding balance2020-12-31784,832
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31153,859
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3164,552
Additional cash requirement2020-12-3189,307
Contributions allocatedtoward minimum required contributions for current year2020-12-31142,422
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2019 401k membership
Market value of plan assets2019-12-313,580,647
Acturial value of plan assets2019-12-313,645,065
Funding target for retired participants and beneficiaries receiving payment2019-12-31995,049
Number of terminated vested participants2019-12-3165
Fundng target for terminated vested participants2019-12-311,588,077
Active participant vested funding target2019-12-311,098,336
Number of active participants2019-12-3123
Total funding liabilities for active participants2019-12-311,152,999
Total participant count2019-12-31109
Total funding target for all participants2019-12-313,736,125
Balance at beginning of prior year after applicable adjustments2019-12-31723,005
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31366,932
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31723,005
Amount remaining of prefunding balance2019-12-31366,932
Present value of excess contributions2019-12-31100,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31105,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-31444,780
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31285,527
Balance of prefunding at beginning of current year2019-12-31370,638
Total employer contributions2019-12-3125,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3124,285
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-319,395
Net shortfall amortization installment of oustanding balance2019-12-31747,225
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31130,810
Carryover balance elected to use to offset funding requirement2019-12-31106,525
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3124,285
Contributions allocatedtoward minimum required contributions for current year2019-12-3124,285
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2018 401k membership
Market value of plan assets2018-12-313,668,821
Acturial value of plan assets2018-12-313,661,293
Funding target for retired participants and beneficiaries receiving payment2018-12-311,016,597
Number of terminated vested participants2018-12-3160
Fundng target for terminated vested participants2018-12-311,394,881
Active participant vested funding target2018-12-311,084,599
Number of active participants2018-12-3129
Total funding liabilities for active participants2018-12-311,133,548
Total participant count2018-12-31111
Total funding target for all participants2018-12-313,545,026
Balance at beginning of prior year after applicable adjustments2018-12-31683,512
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31342,575
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-318,500
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31675,012
Amount remaining of prefunding balance2018-12-31342,575
Present value of excess contributions2018-12-3141,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3144,139
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31723,005
Balance of prefunding at beginning of current year2018-12-31366,932
Total employer contributions2018-12-31112,500
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31110,007
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-319,930
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-319,930
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-319,930
Contributions allocatedtoward minimum required contributions for current year2018-12-31110,007
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2017 401k membership
Market value of plan assets2017-12-313,413,924
Acturial value of plan assets2017-12-313,520,048
Funding target for retired participants and beneficiaries receiving payment2017-12-31967,379
Number of terminated vested participants2017-12-3157
Fundng target for terminated vested participants2017-12-311,194,929
Active participant vested funding target2017-12-31958,572
Number of active participants2017-12-3135
Total funding liabilities for active participants2017-12-31991,150
Total participant count2017-12-31115
Total funding target for all participants2017-12-313,153,458
Balance at beginning of prior year after applicable adjustments2017-12-31681,852
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31322,940
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3137,516
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31644,336
Amount remaining of prefunding balance2017-12-31322,940
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31683,512
Balance of prefunding at beginning of current year2017-12-31342,575
Total employer contributions2017-12-31150,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31145,501
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31112,468
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31112,468
Carryover balance elected to use to offset funding requirement2017-12-318,500
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31103,968
Contributions allocatedtoward minimum required contributions for current year2017-12-31145,501
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2016 401k membership
Market value of plan assets2016-12-314,358,078
Acturial value of plan assets2016-12-314,563,952
Funding target for retired participants and beneficiaries receiving payment2016-12-31717,678
Number of terminated vested participants2016-12-3155
Fundng target for terminated vested participants2016-12-311,382,927
Active participant vested funding target2016-12-311,552,583
Number of active participants2016-12-3136
Total funding liabilities for active participants2016-12-311,579,913
Total participant count2016-12-31115
Total funding target for all participants2016-12-313,680,518
Balance at beginning of prior year after applicable adjustments2016-12-31691,865
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31321,525
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3113,000
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31678,865
Amount remaining of prefunding balance2016-12-31321,525
Present value of excess contributions2016-12-312,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,837
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31681,852
Balance of prefunding at beginning of current year2016-12-31322,940
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31145,407
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31182,923
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31182,923
Carryover balance elected to use to offset funding requirement2016-12-3137,516
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31145,407
Contributions allocatedtoward minimum required contributions for current year2016-12-31145,407
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01106
Total participants2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-0133
Number of retired or separated participants receiving benefits2010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT

Measure Date Value
2019 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$85,429
Total income from all sources (including contributions)2019-12-31$85,429
Total of all expenses incurred2019-12-31$258,173
Total of all expenses incurred2019-12-31$258,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$247,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$247,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,000
Value of total assets at end of year2019-12-31$3,407,903
Value of total assets at end of year2019-12-31$3,407,903
Value of total assets at beginning of year2019-12-31$3,580,647
Value of total assets at beginning of year2019-12-31$3,580,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,979
Total interest from all sources2019-12-31$60,429
Total interest from all sources2019-12-31$60,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-172,744
Value of net income/loss2019-12-31$-172,744
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,407,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,407,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,580,647
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,580,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$60,429
Interest earned on other investments2019-12-31$60,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,407,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,407,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,580,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,580,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,000
Contributions received in cash from employer2019-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$247,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$247,194
Contract administrator fees2019-12-31$10,979
Contract administrator fees2019-12-31$10,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$148,625
Total of all expenses incurred2018-12-31$236,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$225,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$112,500
Value of total assets at end of year2018-12-31$3,580,647
Value of total assets at beginning of year2018-12-31$3,668,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,582
Total interest from all sources2018-12-31$36,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$64
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-88,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,580,647
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,668,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$36,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,580,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,668,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$112,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$225,217
Contract administrator fees2018-12-31$11,518
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$393,212
Total of all expenses incurred2017-12-31$138,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$118,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$150,000
Value of total assets at end of year2017-12-31$3,668,821
Value of total assets at beginning of year2017-12-31$3,413,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,753
Total interest from all sources2017-12-31$22,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,925
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$254,897
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,668,821
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,413,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,783,647
Interest earned on other investments2017-12-31$22,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,668,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$630,277
Net investment gain/loss from pooled separate accounts2017-12-31$220,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$118,562
Contract administrator fees2017-12-31$10,828
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$372,903
Total of all expenses incurred2016-12-31$1,317,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,292,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$150,000
Value of total assets at end of year2016-12-31$3,413,924
Value of total assets at beginning of year2016-12-31$4,358,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,253
Total interest from all sources2016-12-31$8,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-944,154
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,413,924
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,358,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,783,647
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,232,710
Interest earned on other investments2016-12-31$8,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$630,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,125,368
Net investment gain/loss from pooled separate accounts2016-12-31$214,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,292,804
Contract administrator fees2016-12-31$13,728
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2015 401k financial data
Total transfer of assets to this plan2015-12-31$28,440
Total income from all sources (including contributions)2015-12-31$160,098
Total of all expenses incurred2015-12-31$136,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$112,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$141,000
Value of total assets at end of year2015-12-31$4,358,078
Value of total assets at beginning of year2015-12-31$4,306,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,710
Total interest from all sources2015-12-31$11,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,610
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$23,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,358,078
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,306,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,232,710
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,219,298
Interest earned on other investments2015-12-31$11,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,125,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,087,221
Net investment gain/loss from pooled separate accounts2015-12-31$7,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$141,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$112,269
Contract administrator fees2015-12-31$13,900
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2014 401k financial data
Total income from all sources2014-12-31$353,873
Expenses. Total of all expenses incurred2014-12-31$92,380
Benefits paid (including direct rollovers)2014-12-31$67,868
Total plan assets at end of year2014-12-31$4,306,519
Total plan assets at beginning of year2014-12-31$4,045,026
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$24,512
Other income received2014-12-31$221,873
Net income (gross income less expenses)2014-12-31$261,493
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,306,519
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,045,026
Total contributions received or receivable from employer(s)2014-12-31$132,000
2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2013 401k financial data
Total income from all sources2013-12-31$655,685
Expenses. Total of all expenses incurred2013-12-31$71,486
Benefits paid (including direct rollovers)2013-12-31$39,184
Total plan assets at end of year2013-12-31$4,045,026
Total plan assets at beginning of year2013-12-31$3,460,827
Value of fidelity bond covering the plan2013-12-31$425,000
Expenses. Other expenses not covered elsewhere2013-12-31$32,302
Other income received2013-12-31$520,606
Net income (gross income less expenses)2013-12-31$584,199
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,045,026
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,460,827
Total contributions received or receivable from employer(s)2013-12-31$135,079
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2012 401k financial data
Total income from all sources2012-12-31$474,142
Expenses. Total of all expenses incurred2012-12-31$219,878
Benefits paid (including direct rollovers)2012-12-31$205,038
Total plan assets at end of year2012-12-31$3,460,827
Total plan assets at beginning of year2012-12-31$3,206,563
Value of fidelity bond covering the plan2012-12-31$425,000
Expenses. Other expenses not covered elsewhere2012-12-31$14,840
Other income received2012-12-31$315,245
Net income (gross income less expenses)2012-12-31$254,264
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,460,827
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,206,563
Total contributions received or receivable from employer(s)2012-12-31$158,897
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2011 401k financial data
Total income from all sources2011-12-31$171,354
Expenses. Total of all expenses incurred2011-12-31$91,707
Benefits paid (including direct rollovers)2011-12-31$60,036
Total plan assets at end of year2011-12-31$3,206,563
Total plan assets at beginning of year2011-12-31$3,126,916
Value of fidelity bond covering the plan2011-12-31$425,000
Other income received2011-12-31$18,277
Net income (gross income less expenses)2011-12-31$79,647
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,206,563
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,126,916
Total contributions received or receivable from employer(s)2011-12-31$153,077
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$31,671
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2010 401k financial data
Total income from all sources2010-12-31$431,690
Expenses. Total of all expenses incurred2010-12-31$62,685
Benefits paid (including direct rollovers)2010-12-31$39,193
Total plan assets at end of year2010-12-31$3,126,916
Total plan assets at beginning of year2010-12-31$2,757,911
Value of fidelity bond covering the plan2010-12-31$425,000
Other income received2010-12-31$320,760
Net income (gross income less expenses)2010-12-31$369,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,126,916
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,757,911
Total contributions received or receivable from employer(s)2010-12-31$110,930
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23,492

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT

2019: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053595-C
Policy instance 1
Insurance contract or identification number053595-C
Number of Individuals Covered90
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $128
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053595-C
Policy instance 1
Insurance contract or identification number053595-C
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $755
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees755
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053595-C
Policy instance 1
Insurance contract or identification number053595-C
Number of Individuals Covered102
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $341
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees341
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA

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