401k Plan data: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN plan

UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN
Plan identification number	002

UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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 OF LONG ISLAND has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF LONG ISLAND

Employer identification number (EIN): 116042392

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF LONG ISLAND

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1964-05-21

Company Identification Number: 176636

Legal Registered Office Address: 819 GRAND BOULEVARD
Suffolk
DEERPARK
United States of America (USA)
11729

More information about UNITED WAY OF LONG ISLAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JIM SANDS
002 2016-01-01 JIM SANDS
002 2015-01-01 JIM SANDS
002 2014-01-01 JIM SANDS
002 2013-01-01 JAMES SANDS 2014-04-04
002 2012-01-01 JAMES SANDS 2013-07-01
002 2011-01-01 JAMES SANDS 2012-07-12
002 2010-01-01 JAMES SANDS 2011-03-29

Plan Statistics for UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 66
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 63
2019: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 69
Number of participants with account balances 2019-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 71
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 31
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 60
Number of participants with account balances 2017-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 62
Number of participants with account balances 2016-01-01 61
2015: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 59
Number of participants with account balances 2014-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	66
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	63
2019: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	69
Number of participants with account balances	2019-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	71
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	31
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	60
Number of participants with account balances	2017-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	62
Number of participants with account balances	2016-01-01	61
2015: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	59
Number of participants with account balances	2014-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2022 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-524,656
Expenses. Total of all expenses incurred	2022-12-31	$215,813
Benefits paid (including direct rollovers)	2022-12-31	$215,625
Total plan assets at end of year	2022-12-31	$4,668,191
Total plan assets at beginning of year	2022-12-31	$5,408,660
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$143,996
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-796,013
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-740,469
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,668,191
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,408,660
Assets. Value of participant loans	2022-12-31	$2,390
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$127,361
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$188
2021 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$795,328
Expenses. Total of all expenses incurred	2021-12-31	$713,965
Benefits paid (including direct rollovers)	2021-12-31	$713,272
Total plan assets at end of year	2021-12-31	$5,408,660
Total plan assets at beginning of year	2021-12-31	$5,327,297
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$155,030
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$46,014
Other income received	2021-12-31	$463,623
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$81,363
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,408,660
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,327,297
Assets. Value of participant loans	2021-12-31	$408
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$130,661
Value of certain deemed distributions of participant loans	2021-12-31	$493
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$200
2020 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$827,447
Expenses. Total of all expenses incurred	2020-12-31	$527,125
Benefits paid (including direct rollovers)	2020-12-31	$526,837
Total plan assets at end of year	2020-12-31	$5,327,297
Total plan assets at beginning of year	2020-12-31	$5,026,975
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$173,461
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$511,079
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$300,322
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,327,297
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,026,975
Assets. Value of participant loans	2020-12-31	$6,026
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$142,907
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$288
2019 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,130,887
Expenses. Total of all expenses incurred	2019-12-31	$215,204
Benefits paid (including direct rollovers)	2019-12-31	$214,010
Total plan assets at end of year	2019-12-31	$5,026,975
Total plan assets at beginning of year	2019-12-31	$4,111,292
Value of fidelity bond covering the plan	2019-12-31	$265,000
Total contributions received or receivable from participants	2019-12-31	$173,222
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$824,966
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$915,683
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,026,975
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,111,292
Assets. Value of participant loans	2019-12-31	$22,404
Total contributions received or receivable from employer(s)	2019-12-31	$132,699
Value of certain deemed distributions of participant loans	2019-12-31	$1,069
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$125
2018 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$18,417
Expenses. Total of all expenses incurred	2018-12-31	$905,099
Benefits paid (including direct rollovers)	2018-12-31	$904,849
Total plan assets at end of year	2018-12-31	$4,111,292
Total plan assets at beginning of year	2018-12-31	$4,997,974
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$177,358
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-278,766
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-886,682
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,111,292
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,997,974
Assets. Value of participant loans	2018-12-31	$23,610
Total contributions received or receivable from employer(s)	2018-12-31	$119,825
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$250
2017 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$981,292
Expenses. Total of all expenses incurred	2017-12-31	$230,749
Benefits paid (including direct rollovers)	2017-12-31	$230,524
Total plan assets at end of year	2017-12-31	$4,997,974
Total plan assets at beginning of year	2017-12-31	$4,247,431
Value of fidelity bond covering the plan	2017-12-31	$265,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$160,892
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$684,874
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$750,543
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,997,974
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,247,431
Assets. Value of participant loans	2017-12-31	$35,046
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$135,526
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$225
2016 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$567,653
Expenses. Total of all expenses incurred	2016-12-31	$255,165
Benefits paid (including direct rollovers)	2016-12-31	$254,977
Total plan assets at end of year	2016-12-31	$4,247,431
Total plan assets at beginning of year	2016-12-31	$3,934,943
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$164,324
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$357,744
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$312,488
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,247,431
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,934,943
Assets. Value of participant loans	2016-12-31	$46,560
Total contributions received or receivable from employer(s)	2016-12-31	$45,585
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$188
2015 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$302,285
Expenses. Total of all expenses incurred	2015-12-31	$116,655
Benefits paid (including direct rollovers)	2015-12-31	$116,205
Total plan assets at end of year	2015-12-31	$3,934,943
Total plan assets at beginning of year	2015-12-31	$3,749,313
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$156,954
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$89,534
Other income received	2015-12-31	$-82,585
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$185,630
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,934,943
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,749,313
Assets. Value of participant loans	2015-12-31	$83,395
Total contributions received or receivable from employer(s)	2015-12-31	$138,382
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$450
2014 : UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$395,056
Expenses. Total of all expenses incurred	2014-12-31	$207,086
Benefits paid (including direct rollovers)	2014-12-31	$206,541
Total plan assets at end of year	2014-12-31	$3,749,313
Total plan assets at beginning of year	2014-12-31	$3,561,343
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$140,795
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$126,320
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$187,970
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,749,313
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,561,343
Assets. Value of participant loans	2014-12-31	$93,978
Total contributions received or receivable from employer(s)	2014-12-31	$127,941
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$545

Form 5500 Responses for UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN

2022: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF LONG ISLAND EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHD604

Policy instance

Insurance contract or identification number	PHD604
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-10-31
Total amount of commissions paid to insurance broker	USD $11,892
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,892
Amount paid for insurance broker fees	0
Insurance broker name	DIXON ROBERT

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Company Name:	UNITED WAY OF LONG ISLAND
Employer identification number (EIN):	116042392
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1964-05-21
Company Identification Number:	176636
Legal Registered Office Address:	819 GRAND BOULEVARD Suffolk DEERPARK United States of America (USA) 11729