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403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

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

Company Name:UNITED WAY OF MCLEAN COUNTY
Employer identification number (EIN):370661505
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARIAN DOHERTY2024-07-01
0032022-01-01MARIAN DOHERTY2023-06-16
0032021-01-01MARIAN DOHERTY2022-07-25
0032020-01-01MARIAN DOHERTY2021-05-06
0032019-01-01MARIAN DOHERTY2020-07-29
0032018-01-01MARIAN DOHERTY2019-06-05
0032017-01-01MARIAN DOHERTY2018-09-13 MARIAN DOHERTY2018-09-13
0032016-01-01MARIAN DOHERTY2017-07-27 MARIAN DOHERTY2017-07-27
0032015-01-01MARIAN DOHERTY2016-10-13 MARIAN DOHERTY2016-10-13
0032014-01-01CATHY BICKNELL2015-04-29 CATHY BICKNELL2015-04-29
0032013-01-01CATHY BICKNELL2014-10-15 CATHY BICKNELL2014-10-15
0032012-01-01KELLY CICCOLO2013-06-17
0032011-01-01PATRICK SCHMID2012-07-30
0032010-01-01DEANNA MOCCHI2011-07-27

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-190
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-1987238
Net assets as of the end of the plan year2025-09-19619290
Total assets as of the beginning of the plan year2025-09-19337732
Value of plan covered by a fidelity bond2025-09-19100000
Participant contributions to plan in this plan year2025-09-1916695
Other expenses paid from plan in this plan year2025-09-190
Other contributions to plan in this plan year2025-09-19287935
Other income to plan in this plan year2025-09-1944803
Plan net income in this plan year2025-09-19281558
Net assets as of the end of the plan year2025-09-19619290
Net assets as of the beginning of the plan year2025-09-19337732
Employer contributions to plan in this plan year2025-09-1919363
Fees paid to broker by Benefit Provider2025-09-1983
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-19131
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF MCLEAN COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-010
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-0120604
Net assets as of the end of the plan year2024-07-01337732
Total assets as of the beginning of the plan year2024-07-01268470
Value of plan covered by a fidelity bond2024-07-011000000
Participant contributions to plan in this plan year2024-07-0123870
Value of participant loans at end of plan year2024-07-012
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-0142992
Plan net income in this plan year2024-07-0169262
Net assets as of the end of the plan year2024-07-01337732
Net assets as of the beginning of the plan year2024-07-01268470
Employer contributions to plan in this plan year2024-07-0123004
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0172

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