UNITED WAY OF BROOME COUNTY, INC. has sponsored the creation of one or more 401k plans.
Additional information about UNITED WAY OF BROOME COUNTY, INC.
Submission information for form 5500 for 401k plan THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST
401k plan membership statisitcs for THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2015: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 0 |
| Number of participants with account balances | 2015-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 23 |
| Total of all active and inactive participants | 2014-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 46 |
| 2013: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 22 |
| Total of all active and inactive participants | 2013-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 46 |
| Number of participants with account balances | 2013-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 23 |
| Total of all active and inactive participants | 2012-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 22 |
| Total of all active and inactive participants | 2011-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 23 |
| Total of all active and inactive participants | 2009-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-03-31 | $1,198,444 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $2,541,583 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $2,535,154 |
| Total plan assets at end of year | 2016-03-31 | $0 |
| Total plan assets at beginning of year | 2016-03-31 | $1,343,139 |
| Value of fidelity bond covering the plan | 2016-03-31 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $750 |
| Other income received | 2016-03-31 | $-1,556 |
| Net income (gross income less expenses) | 2016-03-31 | $-1,343,139 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $1,343,139 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $1,200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $5,679 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| 2015 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $52,550 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $104,557 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $93,619 |
| Total plan assets at end of year | 2015-06-30 | $1,343,139 |
| Total plan assets at beginning of year | 2015-06-30 | $1,395,146 |
| Value of fidelity bond covering the plan | 2015-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $10,938 |
| Other income received | 2015-06-30 | $17,579 |
| Net income (gross income less expenses) | 2015-06-30 | $-52,007 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,343,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,395,146 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $34,971 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $313,214 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $78,654 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $68,353 |
| Total plan assets at end of year | 2014-06-30 | $1,395,146 |
| Total plan assets at beginning of year | 2014-06-30 | $1,160,586 |
| Value of fidelity bond covering the plan | 2014-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $10,301 |
| Other income received | 2014-06-30 | $198,407 |
| Net income (gross income less expenses) | 2014-06-30 | $234,560 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,395,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,160,586 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $114,807 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $196,706 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $77,987 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $67,871 |
| Total plan assets at end of year | 2013-06-30 | $1,160,586 |
| Total plan assets at beginning of year | 2013-06-30 | $1,041,867 |
| Value of fidelity bond covering the plan | 2013-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $10,116 |
| Other income received | 2013-06-30 | $97,216 |
| Net income (gross income less expenses) | 2013-06-30 | $118,719 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,160,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,041,867 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $99,490 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $145,732 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $65,326 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $55,531 |
| Total plan assets at end of year | 2012-06-30 | $1,041,867 |
| Total plan assets at beginning of year | 2012-06-30 | $961,461 |
| Value of fidelity bond covering the plan | 2012-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $9,795 |
| Other income received | 2012-06-30 | $20,823 |
| Net income (gross income less expenses) | 2012-06-30 | $80,406 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,041,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $961,461 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $124,909 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $231,029 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $60,983 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $52,467 |
| Total plan assets at end of year | 2011-06-30 | $961,461 |
| Total plan assets at beginning of year | 2011-06-30 | $791,415 |
| Value of fidelity bond covering the plan | 2011-06-30 | $550,000 |
| Other income received | 2011-06-30 | $124,330 |
| Net income (gross income less expenses) | 2011-06-30 | $170,046 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $961,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $791,415 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $106,699 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $8,516 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2015: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | Yes |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | Yes |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | Yes |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE RET. PLAN OF THE UW OF BROOME CO., INC. IN RSI RETIREMENT TRUST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
