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

UNITED WAY OF MARATHON COUNTY 403(B) PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF MARATHON COUNTY
Employer identification number (EIN):	390935496
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MELISSA BEESE	2024-07-09
001	2022-01-01	MELISSA BEESE	2023-09-01
001	2021-01-01	MELISSA BEESE	2022-06-08
001	2020-01-01	JOSEPH TAZELAAR	2021-06-22
001	2019-01-01	JOSEPH TAZELAAR	2020-10-01
001	2018-01-01	JOSEPH TAZELAAR	2019-07-29
001	2017-01-01	JOSEPH TAZELAAR	2018-07-27
001	2016-01-01	JOSEPH TAZELAAR	2017-07-05
001	2015-01-01	JOSEPH TAZELAAR	2016-06-16
001	2014-01-01	DONNA STROIK	2015-05-28

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

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• UNITED WAY OF THE COASTAL EMPIRE GCF BENEFIT PLAN [EIN = 580623603]
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• UNITED WAY OF THE OZARKS MCF BENEFIT PLAN [EIN = 440552047]
• UNITED WAY OF NE MINNESOTA RETIREMENT PLAN [EIN = 410908454]
• UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN [EIN = 150532073]
• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]
• UNITED WAY OF VENANGO COUNTY, INC. 403(B) PLAN [EIN = 251219187]
• UNITED WAY OF CENTRAL & SOUTHERN UTAH RETIREMENT PLAN [EIN = 942851681]
• UNITED WAY OF COASTAL AND WESTERN CONNECTICUT 403(B) PLAN [EIN = 060646577]
• UNITED WAY OF MPM SOCA BENEFIT PLAN [EIN = 314379456]
• UNITED WAY OF KENTUCKY IN CBS BENEFIT PLAN [EIN = 311106795]

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