401k Plan data: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES plan

REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 401k Plan overview

Plan Name	REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES
Plan identification number	001

REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ILLINOIS PUBLIC HEALTH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: ILLINOIS PUBLIC HEALTH INSTITUTE

Employer identification number (EIN): 262757523

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EDWARD ROJAS 2024-07-29
001 2022-01-01 EDWARD ROJAS 2023-08-17
001 2021-01-01 MISTI FAUST 2022-06-29
001 2012-01-01 KEVIN GRAAN
001 2011-01-01 KEVIN GRAAN
001 2009-01-01 KEVIN GRAAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	EDWARD ROJAS	2024-07-29
001	2022-01-01	EDWARD ROJAS	2023-08-17
001	2021-01-01	MISTI FAUST	2022-06-29
001	2012-01-01	KEVIN GRAAN
001	2011-01-01	KEVIN GRAAN
001	2009-01-01	KEVIN GRAAN

Financial Data on REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES

Measure	Date	Value
2025 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-29	0
Total liabilities as of the end of the plan year	2025-07-29	0
Total liabilities as of the beginning of the plan year	2025-07-29	0
Total expenses incurred by plan in this plan year	2025-07-29	234489
Net assets as of the end of the plan year	2025-07-29	910609
Total assets as of the beginning of the plan year	2025-07-29	778421
Participant contributions to plan in this plan year	2025-07-29	202752
Value of participant loans at end of plan year	2025-07-29	8882
Other expenses paid from plan in this plan year	2025-07-29	0
Other contributions to plan in this plan year	2025-07-29	473
Other income to plan in this plan year	2025-07-29	96872
Plan net income in this plan year	2025-07-29	132188
Net assets as of the end of the plan year	2025-07-29	910609
Net assets as of the beginning of the plan year	2025-07-29	778421
Employer contributions to plan in this plan year	2025-07-29	66580
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-29	12746
2024 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-29	0
Total liabilities as of the end of the plan year	2024-07-29	0
Total liabilities as of the beginning of the plan year	2024-07-29	0
Total expenses incurred by plan in this plan year	2024-07-29	29031
Net assets as of the end of the plan year	2024-07-29	778421
Total assets as of the beginning of the plan year	2024-07-29	509900
Participant contributions to plan in this plan year	2024-07-29	139269
Value of participant loans at end of plan year	2024-07-29	4290
Other expenses paid from plan in this plan year	2024-07-29	0
Other contributions to plan in this plan year	2024-07-29	0
Other income to plan in this plan year	2024-07-29	102534
Plan net income in this plan year	2024-07-29	268521
Net assets as of the end of the plan year	2024-07-29	778421
Net assets as of the beginning of the plan year	2024-07-29	509900
Employer contributions to plan in this plan year	2024-07-29	55749
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-29	8946
2022 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-29	0
Total liabilities as of the end of the plan year	2022-06-29	0
Total liabilities as of the beginning of the plan year	2022-06-29	0
Total expenses incurred by plan in this plan year	2022-06-29	5364
Net assets as of the end of the plan year	2022-06-29	255290
Total assets as of the beginning of the plan year	2022-06-29	0
Participant contributions to plan in this plan year	2022-06-29	140592
Value of participant loans at end of plan year	2022-06-29	4301
Other expenses paid from plan in this plan year	2022-06-29	0
Other contributions to plan in this plan year	2022-06-29	56580
Other income to plan in this plan year	2022-06-29	12397
Plan net income in this plan year	2022-06-29	255290
Net assets as of the end of the plan year	2022-06-29	255290
Net assets as of the beginning of the plan year	2022-06-29	0
Employer contributions to plan in this plan year	2022-06-29	51085
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-29	0
2012 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2012 401k financial data
Total income from all sources	2012-12-31	$135,243
Expenses. Total of all expenses incurred	2012-12-31	$235,037
Benefits paid (including direct rollovers)	2012-12-31	$205,775
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$99,794
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$40
Other income received	2012-12-31	$10,918
Net income (gross income less expenses)	2012-12-31	$-99,794
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$99,794
Total contributions received or receivable from employer(s)	2012-12-31	$124,325
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$29,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$39,937
Expenses. Total of all expenses incurred	2011-12-31	$20,730
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$99,794
Total plan assets at beginning of year	2011-12-31	$80,587
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$40
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-697
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$19,207
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$99,794
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$80,587
Total contributions received or receivable from employer(s)	2011-12-31	$40,634
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$42,671
Expenses. Total of all expenses incurred	2010-12-31	$29,520
Benefits paid (including direct rollovers)	2010-12-31	$3,465
Total plan assets at end of year	2010-12-31	$80,587
Total plan assets at beginning of year	2010-12-31	$67,436
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$178
Other income received	2010-12-31	$7,584
Net income (gross income less expenses)	2010-12-31	$13,151
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$80,587
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$67,436
Total contributions received or receivable from employer(s)	2010-12-31	$35,087
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES

2012: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ILLINOIS PUBLIC HEALTH INSTITUTE
Employer identification number (EIN):	262757523
NAIC Classification:	812990
NAIC Description:	All Other Personal Services