401k Plan data: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN plan

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN
Plan identification number	002

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number (EIN): 231556045

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

Additional information about UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0101022149

More information about UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 CHENORA BURKETT
002 2016-01-01 KAREN CLEARY
002 2015-01-01 KAREN CLEARY
002 2014-01-01 KAREN CLEARY
002 2013-01-01 KAREN CLEARY
002 2012-01-01 LYNN E. GIARDINELLI
002 2011-01-01 LYNN E. GIARDINELLI
002 2010-01-01 LYNN E. GIARDINELLI
002 2009-01-01 LYNN E. GIARDINELLI
002 2009-01-01 LYNN E. GIARDINELLI

Plan Statistics for UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN

Measure Date Value
2022: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 46
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 101
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 156
Number of participants with account balances 2022-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 52
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 103
Total of all active and inactive participants 2021-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 164
Number of participants with account balances 2021-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 56
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 116
Total of all active and inactive participants 2020-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 181
Number of participants with account balances 2020-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 58
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 115
Total of all active and inactive participants 2019-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 183
Number of participants with account balances 2019-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 55
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 135
Total of all active and inactive participants 2018-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 201
Number of participants with account balances 2018-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 104
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 210
Number of participants with account balances 2017-01-01 210
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 GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 109
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 92
Total of all active and inactive participants 2016-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 210
Number of participants with account balances 2016-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 113
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 86
Total of all active and inactive participants 2015-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 206
Number of participants with account balances 2015-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 72
Total of all active and inactive participants 2014-01-01 206
Total participants 2014-01-01 206
Number of participants with account balances 2014-01-01 205
2013: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 151
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 57
Total of all active and inactive participants 2013-01-01 214
Total participants 2013-01-01 214
Number of participants with account balances 2013-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 207
Total participants 2012-01-01 207
Number of participants with account balances 2012-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 95
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 73
Total of all active and inactive participants 2011-01-01 171
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2010: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 92
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 80
Total of all active and inactive participants 2010-01-01 173
Total participants 2010-01-01 173
Number of participants with account balances 2010-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 156
Total participants 2009-01-01 156
Number of participants with account balances 2009-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	46
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	101
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	156
Number of participants with account balances	2022-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	52
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	103
Total of all active and inactive participants	2021-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	164
Number of participants with account balances	2021-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	56
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	116
Total of all active and inactive participants	2020-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	181
Number of participants with account balances	2020-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	58
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	115
Total of all active and inactive participants	2019-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	183
Number of participants with account balances	2019-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	55
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	135
Total of all active and inactive participants	2018-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	201
Number of participants with account balances	2018-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	104
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	210
Number of participants with account balances	2017-01-01	210
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 GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	109
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	92
Total of all active and inactive participants	2016-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	210
Number of participants with account balances	2016-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	113
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	86
Total of all active and inactive participants	2015-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	206
Number of participants with account balances	2015-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	72
Total of all active and inactive participants	2014-01-01	206
Total participants	2014-01-01	206
Number of participants with account balances	2014-01-01	205
2013: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	151
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	57
Total of all active and inactive participants	2013-01-01	214
Total participants	2013-01-01	214
Number of participants with account balances	2013-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	207
Total participants	2012-01-01	207
Number of participants with account balances	2012-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	95
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	73
Total of all active and inactive participants	2011-01-01	171
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2010: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	92
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	80
Total of all active and inactive participants	2010-01-01	173
Total participants	2010-01-01	173
Number of participants with account balances	2010-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	156
Total participants	2009-01-01	156
Number of participants with account balances	2009-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,707,565
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,810,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,766,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$683,686
Value of total assets at end of year	2022-12-31	$11,010,122
Value of total assets at beginning of year	2022-12-31	$14,528,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,422
Total interest from all sources	2022-12-31	$4,231
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$330,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$330,744
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$299,583
Participant contributions at end of year	2022-12-31	$38,170
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$185,239
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$70,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,518,174
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,010,122
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,528,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$44,422
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,782,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,246,716
Interest on participant loans	2022-12-31	$2,213
Interest earned on other investments	2022-12-31	$2,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$57,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$58,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,726,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$198,864
Employer contributions (assets) at end of year	2022-12-31	$131,550
Employer contributions (assets) at beginning of year	2022-12-31	$152,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,766,187
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,697,785
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,966,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,934,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$899,691
Value of total assets at end of year	2021-12-31	$14,528,296
Value of total assets at beginning of year	2021-12-31	$13,796,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,049
Total interest from all sources	2021-12-31	$3,565
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,431,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,431,219
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$289,152
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$9,818
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$379,584
Assets. Loans (other than to participants) at end of year	2021-12-31	$70,845
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$45,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$731,371
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,528,296
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,796,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$32,049
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,246,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,517,834
Interest on participant loans	2021-12-31	$1,525
Interest earned on other investments	2021-12-31	$2,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$58,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$58,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$363,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$230,955
Employer contributions (assets) at end of year	2021-12-31	$152,430
Employer contributions (assets) at beginning of year	2021-12-31	$165,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,934,365
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,775,991
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$678,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$624,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$501,752
Value of total assets at end of year	2020-12-31	$13,622,085
Value of total assets at beginning of year	2020-12-31	$11,524,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,147
Total interest from all sources	2020-12-31	$4,162
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$430,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$430,879
Administrative expenses professional fees incurred	2020-12-31	$15,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$278,809
Participant contributions at end of year	2020-12-31	$9,818
Participant contributions at beginning of year	2020-12-31	$8,356
Assets. Loans (other than to participants) at end of year	2020-12-31	$45,466
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$42,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$15,000
Other income not declared elsewhere	2020-12-31	$504,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,097,964
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,622,085
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,524,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$38,122
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,517,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,481,537
Interest on participant loans	2020-12-31	$2,174
Interest earned on other investments	2020-12-31	$1,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$58,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,335,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$222,943
Employer contributions (assets) at end of year	2020-12-31	$165,023
Employer contributions (assets) at beginning of year	2020-12-31	$148,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$624,880
Contract administrator fees	2020-12-31	$38,147
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,300
Total income from all sources (including contributions)	2019-12-31	$2,241,664
Total income from all sources (including contributions)	2019-12-31	$2,241,664
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,882,042
Total of all expenses incurred	2019-12-31	$1,882,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,849,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,849,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$549,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$549,795
Value of total assets at end of year	2019-12-31	$11,524,121
Value of total assets at end of year	2019-12-31	$11,524,121
Value of total assets at beginning of year	2019-12-31	$11,184,799
Value of total assets at beginning of year	2019-12-31	$11,184,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,128
Total interest from all sources	2019-12-31	$1,205
Total interest from all sources	2019-12-31	$1,205
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$379,845
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$379,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$379,845
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$379,845
Administrative expenses professional fees incurred	2019-12-31	$32,128
Administrative expenses professional fees incurred	2019-12-31	$32,128
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$307,879
Contributions received from participants	2019-12-31	$307,879
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$10,208
Participant contributions at beginning of year	2019-12-31	$10,208
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,845
Assets. Loans (other than to participants) at end of year	2019-12-31	$42,584
Assets. Loans (other than to participants) at end of year	2019-12-31	$42,584
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$95,040
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$95,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,300
Other income not declared elsewhere	2019-12-31	$-563,719
Other income not declared elsewhere	2019-12-31	$-563,719
Administrative expenses (other) incurred	2019-12-31	$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$359,622
Value of net income/loss	2019-12-31	$359,622
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,524,121
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,524,121
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,164,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$32,232
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,481,537
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,481,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,855,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,855,703
Interest on participant loans	2019-12-31	$1,205
Interest on participant loans	2019-12-31	$1,205
Interest earned on other investments	2019-12-31	$1,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$58,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$58,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,874,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,874,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$241,916
Contributions received in cash from employer	2019-12-31	$241,916
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$165,821
Employer contributions (assets) at beginning of year	2019-12-31	$165,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,849,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,849,914
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,800
Total income from all sources (including contributions)	2018-12-31	$43,256
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,936,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,921,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$750,621
Value of total assets at end of year	2018-12-31	$11,184,799
Value of total assets at beginning of year	2018-12-31	$13,077,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,157
Total interest from all sources	2018-12-31	$6,946
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$434,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$434,438
Administrative expenses professional fees incurred	2018-12-31	$10,607
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$430,824
Participant contributions at end of year	2018-12-31	$10,208
Participant contributions at beginning of year	2018-12-31	$18,358
Assets. Loans (other than to participants) at end of year	2018-12-31	$95,040
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$135,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$20,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$19,800
Administrative expenses (other) incurred	2018-12-31	$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,893,401
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,164,499
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,057,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$4,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,855,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,725,603
Interest on participant loans	2018-12-31	$4,940
Interest earned on other investments	2018-12-31	$2,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$58,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$57,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,148,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$319,797
Employer contributions (assets) at end of year	2018-12-31	$165,821
Employer contributions (assets) at beginning of year	2018-12-31	$140,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,921,500
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$19,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$244
Total income from all sources (including contributions)	2017-12-31	$2,961,526
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$335,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$300,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,114,913
Value of total assets at end of year	2017-12-31	$13,077,700
Value of total assets at beginning of year	2017-12-31	$10,431,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,603
Total interest from all sources	2017-12-31	$8,381
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$379,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$379,536
Administrative expenses professional fees incurred	2017-12-31	$33,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$486,513
Participant contributions at end of year	2017-12-31	$18,358
Participant contributions at beginning of year	2017-12-31	$17,277
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$326,495
Assets. Loans (other than to participants) at end of year	2017-12-31	$135,722
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$90,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$19,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$244
Administrative expenses (other) incurred	2017-12-31	$185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,626,385
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,057,900
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,431,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,725,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,066,168
Interest on participant loans	2017-12-31	$5,644
Interest earned on other investments	2017-12-31	$2,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$57,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$102,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,458,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$301,905
Employer contributions (assets) at end of year	2017-12-31	$140,622
Employer contributions (assets) at beginning of year	2017-12-31	$155,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$300,538
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$22,809
Total income from all sources (including contributions)	2016-12-31	$1,556,636
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,377,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,380,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$778,438
Value of total assets at end of year	2016-12-31	$10,431,759
Value of total assets at beginning of year	2016-12-31	$10,275,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$-2,965
Total interest from all sources	2016-12-31	$2,211
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$293,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$293,312
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$460,782
Participant contributions at end of year	2016-12-31	$17,277
Participant contributions at beginning of year	2016-12-31	$15,019
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,716
Assets. Loans (other than to participants) at end of year	2016-12-31	$90,942
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$53,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$22,809
Other income not declared elsewhere	2016-12-31	$25,213
Administrative expenses (other) incurred	2016-12-31	$-3,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$179,195
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,431,515
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,252,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$757
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,066,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,943,322
Interest on participant loans	2016-12-31	$2,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$102,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$102,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$457,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$315,940
Employer contributions (assets) at end of year	2016-12-31	$155,099
Employer contributions (assets) at beginning of year	2016-12-31	$160,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,380,406
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$22,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$22,300
Total income from all sources (including contributions)	2015-12-31	$1,104,184
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,080,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,062,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,143,999
Value of total assets at end of year	2015-12-31	$10,275,129
Value of total assets at beginning of year	2015-12-31	$11,250,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,258
Total interest from all sources	2015-12-31	$5,424
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$412,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$412,991
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$437,814
Participant contributions at end of year	2015-12-31	$15,019
Participant contributions at beginning of year	2015-12-31	$13,465
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$378,963
Assets. Loans (other than to participants) at end of year	2015-12-31	$53,700
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$55,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$22,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$22,300
Other income not declared elsewhere	2015-12-31	$-8,202
Administrative expenses (other) incurred	2015-12-31	$17,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-976,130
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,252,320
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,228,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,049
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,943,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,686,314
Interest on participant loans	2015-12-31	$1,688
Interest earned on other investments	2015-12-31	$3,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$102,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$108,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-450,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$327,222
Employer contributions (assets) at end of year	2015-12-31	$160,242
Employer contributions (assets) at beginning of year	2015-12-31	$387,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,062,056
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$22,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,240
Total income from all sources (including contributions)	2014-12-31	$1,899,491
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,137,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,114,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,211,340
Value of total assets at end of year	2014-12-31	$11,250,750
Value of total assets at beginning of year	2014-12-31	$10,477,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,254
Total interest from all sources	2014-12-31	$6,458
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$367,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$367,121
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$544,344
Participant contributions at end of year	2014-12-31	$13,465
Participant contributions at beginning of year	2014-12-31	$20,594
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$97,989
Assets. Loans (other than to participants) at end of year	2014-12-31	$55,451
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$71,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$22,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$11,240
Other income not declared elsewhere	2014-12-31	$20,687
Administrative expenses (other) incurred	2014-12-31	$22,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$761,692
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,228,450
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,466,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$954
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,686,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,875,705
Interest on participant loans	2014-12-31	$2,687
Interest earned on other investments	2014-12-31	$3,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$108,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$118,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$293,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$569,007
Employer contributions (assets) at end of year	2014-12-31	$387,422
Employer contributions (assets) at beginning of year	2014-12-31	$392,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,114,545
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BDO USA, LLP
Accountancy firm EIN	2014-12-31	135381590
2013 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,305,160
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,305,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$11,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$17,850
Total income from all sources (including contributions)	2013-12-31	$2,769,065
Total of all expenses incurred	2013-12-31	$197,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$185,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,212,333
Value of total assets at end of year	2013-12-31	$10,477,998
Value of total assets at beginning of year	2013-12-31	$7,913,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,106
Total interest from all sources	2013-12-31	$2,769
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$248,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$248,803
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$553,722
Participant contributions at end of year	2013-12-31	$20,594
Participant contributions at beginning of year	2013-12-31	$33,493
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$87,211
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$71,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$58,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$11,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$17,850
Administrative expenses (other) incurred	2013-12-31	$11,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,571,075
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,466,758
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,895,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$741
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,875,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,522,585
Interest on participant loans	2013-12-31	$2,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$118,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$128,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$571,400
Employer contributions (assets) at end of year	2013-12-31	$392,212
Employer contributions (assets) at beginning of year	2013-12-31	$171,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$185,884
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MILLIGAN AND COMPANY, LLC
Accountancy firm EIN	2013-12-31	233010968
2012 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$674,836
Total unrealized appreciation/depreciation of assets	2012-12-31	$674,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$22,085
Total income from all sources (including contributions)	2012-12-31	$1,994,960
Total of all expenses incurred	2012-12-31	$662,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$650,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,139,323
Value of total assets at end of year	2012-12-31	$7,913,533
Value of total assets at beginning of year	2012-12-31	$6,584,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,629
Total interest from all sources	2012-12-31	$1,340
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$179,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$179,461
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$451,500
Participant contributions at end of year	2012-12-31	$33,493
Participant contributions at beginning of year	2012-12-31	$18,633
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$391,813
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$58,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$22,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$17,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$22,085
Administrative expenses (other) incurred	2012-12-31	$10,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,332,836
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,895,683
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,562,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$884
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,522,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,393,544
Interest on participant loans	2012-12-31	$1,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$128,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$146,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$296,010
Employer contributions (assets) at end of year	2012-12-31	$171,121
Employer contributions (assets) at beginning of year	2012-12-31	$3,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$650,495
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MILLIGAN AND COMPANY, LLC
Accountancy firm EIN	2012-12-31	233010968
2011 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-158,844
Total unrealized appreciation/depreciation of assets	2011-12-31	$-158,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$16,580
Total income from all sources (including contributions)	2011-12-31	$430,196
Total of all expenses incurred	2011-12-31	$1,052,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,036,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$451,631
Value of total assets at end of year	2011-12-31	$6,584,932
Value of total assets at beginning of year	2011-12-31	$7,201,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,291
Total interest from all sources	2011-12-31	$896
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$136,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$136,513
Administrative expenses professional fees incurred	2011-12-31	$15,530
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$355,361
Participant contributions at end of year	2011-12-31	$18,633
Participant contributions at beginning of year	2011-12-31	$6,527
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$22,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$12,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$22,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$16,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-622,418
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,562,847
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,185,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,393,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,990,321
Interest on participant loans	2011-12-31	$896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$146,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$191,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$96,270
Employer contributions (assets) at end of year	2011-12-31	$3,962
Employer contributions (assets) at beginning of year	2011-12-31	$1,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,036,323
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MILLIGAN AND COMPANY, LLC
Accountancy firm EIN	2011-12-31	233010968
2010 : UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$604,610
Total unrealized appreciation/depreciation of assets	2010-12-31	$604,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$16,580
Total income from all sources (including contributions)	2010-12-31	$1,214,071
Total of all expenses incurred	2010-12-31	$348,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$331,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$478,546
Value of total assets at end of year	2010-12-31	$7,201,845
Value of total assets at beginning of year	2010-12-31	$6,320,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,465
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$130,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$130,915
Administrative expenses professional fees incurred	2010-12-31	$16,580
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$382,431
Participant contributions at end of year	2010-12-31	$6,527
Participant contributions at beginning of year	2010-12-31	$4,939
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$488,733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$12,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$15,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$16,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$865,101
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,185,265
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,320,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$885
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,990,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,701,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$191,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$96,115
Employer contributions (assets) at end of year	2010-12-31	$1,100
Employer contributions (assets) at beginning of year	2010-12-31	$109,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$331,505
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILLIGAN AND COMPANY, LLC
Accountancy firm EIN	2010-12-31	233010968

Form 5500 Responses for UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN

2022: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) 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 - Trust	Yes
2013: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	11
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	15
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	15
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	15
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $938
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $938
Additional information about fees paid to insurance broker	4
Insurance broker name	LINCOLN INVESTMENT PLANNING INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	16
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $964
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $964
Additional information about fees paid to insurance broker	4
Insurance broker name	LINCOLN INVESTMENT PLANNING INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	18
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,021
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26409

Policy instance

Insurance contract or identification number	CR26409
Number of Individuals Covered	20
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $964
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
Employer identification number (EIN):	231556045
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0101022149