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UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameUNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN
Plan identification number 001

UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF GREATER UNION COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER UNION COUNTY
Employer identification number (EIN):221904427
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DAWN JEGLINSKI2019-01-24
0012016-07-01DAWN JEGLINSKI2018-01-03
0012015-07-01DAWN JEGLINSKI2017-01-06
0012014-07-01DAWN JEGLINSKI2015-12-16
0012013-07-01DAWN JEGLINSKI2015-01-14
0012012-07-01DAWN JEGLINSKI2014-01-21 DAWN JEGLINSKI2014-01-21
0012011-07-01ROCHELLE A. GREEN2013-04-15 JAMES W. HORNE, JR.2013-04-15
0012010-07-01ROCHELLE A. GREEN JAMES W. HORNE, JR.2012-04-10
0012009-07-01ROCHELLE GREEN
0012009-07-01ROCHELLE GREEN

Plan Statistics for UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-30688,458
Acturial value of plan assets2022-06-30688,458
Funding target for retired participants and beneficiaries receiving payment2022-06-3064,891
Number of terminated vested participants2022-06-3014
Fundng target for terminated vested participants2022-06-30311,047
Active participant vested funding target2022-06-30535,614
Number of active participants2022-06-303
Total funding liabilities for active participants2022-06-30535,614
Total participant count2022-06-3018
Total funding target for all participants2022-06-30911,552
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-3036,277
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3033,333
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-30223,094
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-3023,312
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3023,312
Contributions allocatedtoward minimum required contributions for current year2022-06-3033,333
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-30520,455
Acturial value of plan assets2021-06-30520,455
Funding target for retired participants and beneficiaries receiving payment2021-06-3065,762
Number of terminated vested participants2021-06-3015
Fundng target for terminated vested participants2021-06-30298,456
Active participant vested funding target2021-06-30502,797
Number of active participants2021-06-302
Total funding liabilities for active participants2021-06-30502,797
Total participant count2021-06-3018
Total funding target for all participants2021-06-30867,015
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30610
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30610
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-30624
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3056,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-3017,719
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3033,960
Unpaid minimum required contributions for all prior years2021-06-3017,719
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-3017,719
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-30346,560
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3033,482
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3033,482
Contributions allocatedtoward minimum required contributions for current year2021-06-3033,960
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-30515,718
Acturial value of plan assets2020-06-30515,718
Funding target for retired participants and beneficiaries receiving payment2020-06-3055,650
Number of terminated vested participants2020-06-3015
Fundng target for terminated vested participants2020-06-30256,664
Active participant vested funding target2020-06-30433,141
Number of active participants2020-06-302
Total funding liabilities for active participants2020-06-30433,141
Total participant count2020-06-3018
Total funding target for all participants2020-06-30745,455
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30578
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30578
Present value of excess contributions2020-06-309,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3010,035
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30610
Total employer contributions2020-06-304,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-303,578
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30230,347
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3021,297
Additional cash requirement2020-06-3021,297
Contributions allocatedtoward minimum required contributions for current year2020-06-303,578
Unpaid minimum required contributions for current year2020-06-3017,719
Unpaid minimum required contributions for all years2020-06-3017,719
2019: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-30566,882
Acturial value of plan assets2019-06-30566,882
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-3016
Fundng target for terminated vested participants2019-06-30347,268
Active participant vested funding target2019-06-30398,781
Number of active participants2019-06-302
Total funding liabilities for active participants2019-06-30398,781
Total participant count2019-06-3018
Total funding target for all participants2019-06-30746,049
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30534
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30534
Present value of excess contributions2019-06-306,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-306,916
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30578
Total employer contributions2019-06-3055,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3049,620
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-30179,745
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3047,844
Additional cash requirement2019-06-3047,844
Contributions allocatedtoward minimum required contributions for current year2019-06-3049,620
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-30552,594
Acturial value of plan assets2018-06-30552,594
Funding target for retired participants and beneficiaries receiving payment2018-06-3056,981
Number of terminated vested participants2018-06-3018
Fundng target for terminated vested participants2018-06-30354,416
Active participant vested funding target2018-06-30347,695
Number of active participants2018-06-302
Total funding liabilities for active participants2018-06-30347,695
Total participant count2018-06-3021
Total funding target for all participants2018-06-30759,092
Balance at beginning of prior year after applicable adjustments2018-06-304,171
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Amount remaining of carryover balance2018-06-304,171
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-305,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-306,217
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-304,593
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3058,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3052,719
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-30211,091
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3052,303
Additional cash requirement2018-06-3052,303
Contributions allocatedtoward minimum required contributions for current year2018-06-3052,719
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-30697,833
Acturial value of plan assets2017-06-30697,833
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-3020
Fundng target for terminated vested participants2017-06-30416,067
Active participant vested funding target2017-06-30451,010
Number of active participants2017-06-304
Total funding liabilities for active participants2017-06-30451,010
Total participant count2017-06-3024
Total funding target for all participants2017-06-30867,077
Balance at beginning of prior year after applicable adjustments2017-06-3075,681
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3075,681
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3013,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3014,312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-3070,667
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-304,151
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3049,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3045,886
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-30173,414
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3040,607
Additional cash requirement2017-06-3040,607
Contributions allocatedtoward minimum required contributions for current year2017-06-3045,886
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2010: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0151
Total number of active participants reported on line 7a of the Form 55002010-07-0110
Number of retired or separated participants receiving benefits2010-07-0138
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0153
Total number of active participants reported on line 7a of the Form 55002009-07-0115
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0136
Total of all active and inactive participants2009-07-0151
Total participants2009-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$175,205
Expenses. Total of all expenses incurred2011-06-30$19,266
Benefits paid (including direct rollovers)2011-06-30$1,906
Total plan assets at end of year2011-06-30$995,284
Total plan assets at beginning of year2011-06-30$839,345
Value of fidelity bond covering the plan2011-06-30$200,000
Expenses. Other expenses not covered elsewhere2011-06-30$17,360
Other income received2011-06-30$162,974
Net income (gross income less expenses)2011-06-30$155,939
Net plan assets at end of year (total assets less liabilities)2011-06-30$995,284
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$839,345
Total contributions received or receivable from employer(s)2011-06-30$12,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

Form 5500 Responses for UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN

2010: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: UNITED WAY OF GREATER UNION COUNTY DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number053181 I
Policy instance 1
Insurance contract or identification number053181 I
Number of Individuals Covered50
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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