UNITED WAY OF GREATER NEW HAVEN, INC. 403(B) RETIREMENT PLAN 401k Plan overview

UNITED WAY OF GREATER NEW HAVEN, INC. 403(B) RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF GREATER NEW HAVEN, INC.
Employer identification number (EIN):	060646761
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-07-01	JENNIFER HEATH	2024-09-10	JENNIFER HEATH	2024-09-10
002	2022-07-01	JENNIFER HEATH	2023-09-06	JENNIFER HEATH	2023-09-06
002	2021-07-01	JENNIFER HEATH	2022-10-25	JENNIFER HEATH	2022-10-25
002	2020-07-01	JENNIFER HEATH	2021-10-01	JENNIFER HEATH	2021-10-01
002	2019-07-01	JENNIFER HEATH	2020-10-02	JENNIFER HEATH	2020-10-02
002	2018-07-01	JENNIFER HEATH	2019-08-01	JENNIFER HEATH	2019-08-01
002	2017-07-01	TIAUNA LAING	2018-10-03	TIAUNA LAING	2018-10-03
002	2016-07-01	STEFANIE BOLES	2017-09-06	STEFANIE BOLES	2017-09-06
002	2015-07-01	STEFANIE BOLES	2016-11-10	STEFANIE BOLES	2016-11-10
002	2014-07-01	STEFANIE BOLES	2016-01-15	STEFANIE BOLES	2016-01-15
002	2013-07-01	STEFANIE BOLES	2014-09-23	STEFANIE BOLES	2014-09-23
002	2012-07-01	STEFANIE BOLES	2013-08-26	STEFANIE BOLES	2013-08-26
002	2011-07-01	STEFANIE BOLES	2012-12-27	STEFANIE BOLES	2012-12-27
002	2010-07-01	STEFANIE BOLES	2012-01-26	STEFANIE BOLES	2012-01-26

Financial Data on UNITED WAY OF GREATER NEW HAVEN, INC. 403(B) RETIREMENT PLAN

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• UNITED WAY OF CENTRAL MARYLAND, INC HEALTH AND WELFARE PLAN [EIN = 521256292]
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• UNITED WAY OF ST. JOHNS COUNTY 401(K) PLAN [EIN = 596018986]
• UNITED WAY OF NORTHERN NEW JERSEY [EIN = 221487247]
• UNITED WAY OF KNOX COUNTY INC. 401(K) PLAN [EIN = 314411236]
• UNITED WAY OF N CENTRAL OH SOCA BENEFIT PLAN [EIN = 310641236]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 590651076]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY ALLIANCE OF THE MID-OHIO VALLEY CBWV BENEFIT PLAN [EIN = 550403123]
• UNITED WAY OF SOUTHWESTERN INDIANA MEDOVA LIFESTYLE HEALTH PLAN [EIN = 350868069]
• UNITED WAY OF THE COASTAL EMPIRE GCF BENEFIT PLAN [EIN = 580623603]
• UNITED WAY OF SOUTHERN KENTUCKY INC CBS BENEFIT PLAN [EIN = 610590564]
• UNITED WAY OF THE OZARKS MCF BENEFIT PLAN [EIN = 440552047]
• UNITED WAY OF NE MINNESOTA RETIREMENT PLAN [EIN = 410908454]
• UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN [EIN = 150532073]
• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]
• UNITED WAY OF VENANGO COUNTY, INC. 403(B) PLAN [EIN = 251219187]
• UNITED WAY OF CENTRAL & SOUTHERN UTAH RETIREMENT PLAN [EIN = 942851681]
• UNITED WAY OF COASTAL AND WESTERN CONNECTICUT 403(B) PLAN [EIN = 060646577]
• UNITED WAY OF MPM SOCA BENEFIT PLAN [EIN = 314379456]
• UNITED WAY OF KENTUCKY IN CBS BENEFIT PLAN [EIN = 311106795]

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