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
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).

401k Sponsoring company profile

CHICAGO YOUTH CENTERS has sponsored the creation of one or more 401k plans.

Company Name: CHICAGO YOUTH CENTERS

Employer identification number (EIN): 362344429

NAIC Classification: 624100
NAIC Description: Individual and Family 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 2011-01-01 KEVIN GRAAN
001 2009-01-01 KEVIN GRAAN
001 2009-01-01 KEVIN GRAAN

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	KEVIN GRAAN
001	2009-01-01	KEVIN GRAAN
001	2009-01-01	KEVIN GRAAN

Plan Statistics for REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES

401k plan membership statisitcs for REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES

Measure Date Value
2011: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 102
Number of retired or separated participants receiving benefits 2009-01-01 87
Number of other retired or separated participants entitled to future benefits 2009-01-01 198
Total of all active and inactive participants 2009-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 392
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2011: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	102
Number of retired or separated participants receiving benefits	2009-01-01	87
Number of other retired or separated participants entitled to future benefits	2009-01-01	198
Total of all active and inactive participants	2009-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	392
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

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

Measure	Date	Value
2011 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$16,049
Total income from all sources (including contributions)	2011-12-31	$425,000
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$11,312,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$11,159,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$425,000
Value of total assets at end of year	2011-12-31	$0
Value of total assets at beginning of year	2011-12-31	$10,903,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$153,716
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$101,229
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$10,494,322
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$126,894
Administrative expenses (other) incurred	2011-12-31	$47,045
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$16,049
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	$-10,887,845
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,887,845
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$2,528,868
Investment advisory and management fees	2011-12-31	$3,969
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,267,181
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,750,254
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	$425,000
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$227,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$664,807
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$3,697
Contract administrator fees	2011-12-31	$1,473
Did the plan have assets held for investment	2011-12-31	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	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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GRANT THORNTON
Accountancy firm EIN	2011-12-31	366055558
2010 : REVISED RETIREMENT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN CHICAGO AND PARTICIPATING AGENCIES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$996,159
Total unrealized appreciation/depreciation of assets	2010-12-31	$996,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$16,049
Total income from all sources (including contributions)	2010-12-31	$1,802,362
Total loss/gain on sale of assets	2010-12-31	$7,312
Total of all expenses incurred	2010-12-31	$786,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$652,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$631,891
Value of total assets at end of year	2010-12-31	$10,903,894
Value of total assets at beginning of year	2010-12-31	$9,872,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$133,651
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$167,000
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	$167,000
Administrative expenses professional fees incurred	2010-12-31	$70,343
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$4,444
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$126,894
Administrative expenses (other) incurred	2010-12-31	$46,770
Liabilities. Value of operating payables at end of year	2010-12-31	$16,049
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	$1,015,759
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,887,845
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,872,086
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$2,528,868
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$2,351,501
Investment advisory and management fees	2010-12-31	$8,199
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,267,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,802,621
Value of interest in common/collective trusts at end of year	2010-12-31	$2,750,254
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,513,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$59,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$59,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$631,891
Employer contributions (assets) at end of year	2010-12-31	$227,000
Employer contributions (assets) at beginning of year	2010-12-31	$144,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$648,508
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$3,697
Contract administrator fees	2010-12-31	$8,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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
Aggregate proceeds on sale of assets	2010-12-31	$7,312
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GRANT THORNTON
Accountancy firm EIN	2010-12-31	366055558
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

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	Yes
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:	CHICAGO YOUTH CENTERS
Employer identification number (EIN):	362344429
NAIC Classification:	624100
NAIC Description:	Individual and Family Services