401k Plan data: UNITED WAY OF CENTRAL IOWA 401(K) PLAN plan

UNITED WAY OF CENTRAL IOWA 401(K) PLAN 401k Plan overview

Plan Name	UNITED WAY OF CENTRAL IOWA 401(K) PLAN
Plan identification number	002

UNITED WAY OF CENTRAL IOWA 401(K) PLAN Benefits

401k Plan Type

Defined 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 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED WAY OF CENTRAL IOWA has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF CENTRAL IOWA

Employer identification number (EIN): 420680425

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

Additional information about UNITED WAY OF CENTRAL IOWA

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1918-03-21

Company Identification Number: 064205

Legal Registered Office Address: 1111 9TH ST STE 100

DES MOINES
United States of America (USA)
50314

More information about UNITED WAY OF CENTRAL IOWA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF CENTRAL IOWA 401(K) 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 2019-01-01
002 2018-01-01
002 2017-01-01 SARAH ROY SARAH ROY 2018-10-15
002 2017-01-01 SARAH ROY SARAH ROY 2018-10-11
002 2016-01-01 SARAH ROY SARAH ROY 2017-10-13
002 2015-01-01 SARAH ROY SARAH ROY 2016-10-14
002 2015-01-01 SARAH ROY SARAH ROY 2016-10-17
002 2014-01-01 SARAH ROY SARAH ROY 2015-10-13
002 2013-01-01 SARAH ROY SARAH ROY 2014-10-14
002 2012-01-01 SARAH ROY SARAH ROY 2013-10-14
002 2011-01-01 SARAH ROY SARAH ROY 2012-10-08
002 2010-01-01 SARAH ROY SARAH ROY 2011-10-12
002 2009-01-01 SARAH ROY SARAH ROY 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	SARAH ROY	SARAH ROY	2018-10-15
002	2017-01-01	SARAH ROY	SARAH ROY	2018-10-11
002	2016-01-01	SARAH ROY	SARAH ROY	2017-10-13
002	2015-01-01	SARAH ROY	SARAH ROY	2016-10-14
002	2015-01-01	SARAH ROY	SARAH ROY	2016-10-17
002	2014-01-01	SARAH ROY	SARAH ROY	2015-10-13
002	2013-01-01	SARAH ROY	SARAH ROY	2014-10-14
002	2012-01-01	SARAH ROY	SARAH ROY	2013-10-14
002	2011-01-01	SARAH ROY	SARAH ROY	2012-10-08
002	2010-01-01	SARAH ROY	SARAH ROY	2011-10-12
002	2009-01-01	SARAH ROY	SARAH ROY	2010-10-06

Plan Statistics for UNITED WAY OF CENTRAL IOWA 401(K) PLAN

401k plan membership statisitcs for UNITED WAY OF CENTRAL IOWA 401(K) PLAN

Measure Date Value
2022: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,001
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 707
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 265
Total of all active and inactive participants 2022-01-01 973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 976
Number of participants with account balances 2022-01-01 827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 34
2021: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 962
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 692
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 260
Total of all active and inactive participants 2021-01-01 953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 956
Number of participants with account balances 2021-01-01 798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 35
2020: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 970
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 719
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 219
Total of all active and inactive participants 2020-01-01 939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 942
Number of participants with account balances 2020-01-01 762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 32
2019: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 998
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 826
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 191
Total of all active and inactive participants 2019-01-01 1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,021
Number of participants with account balances 2019-01-01 751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 987
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 799
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 180
Total of all active and inactive participants 2018-01-01 979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 981
Number of participants with account balances 2018-01-01 754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 37
2017: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 815
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 164
Total of all active and inactive participants 2017-01-01 979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 981
Number of participants with account balances 2017-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 38
2016: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 963
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 798
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 181
Total of all active and inactive participants 2016-01-01 979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 980
Number of participants with account balances 2016-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 65
2015: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 975
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 819
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 125
Total of all active and inactive participants 2015-01-01 944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 945
Number of participants with account balances 2015-01-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 41
2014: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,069
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 827
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 112
Total of all active and inactive participants 2014-01-01 939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 940
Number of participants with account balances 2014-01-01 594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 44
2013: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,160
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 982
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 93
Total of all active and inactive participants 2013-01-01 1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 1,078
Number of participants with account balances 2013-01-01 623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 68
2012: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,167
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,068
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 100
Total of all active and inactive participants 2012-01-01 1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,170
Number of participants with account balances 2012-01-01 720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 68
2011: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,214
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,095
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 105
Total of all active and inactive participants 2011-01-01 1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,200
Number of participants with account balances 2011-01-01 734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 84
2010: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,393
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,133
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 87
Total of all active and inactive participants 2010-01-01 1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,220
Number of participants with account balances 2010-01-01 697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 158
2009: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,245
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,172
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 193
Total of all active and inactive participants 2009-01-01 1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,365
Number of participants with account balances 2009-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 172

Measure	Date	Value
2022: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,001
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	707
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	265
Total of all active and inactive participants	2022-01-01	973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	976
Number of participants with account balances	2022-01-01	827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	34
2021: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	962
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	692
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	260
Total of all active and inactive participants	2021-01-01	953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	956
Number of participants with account balances	2021-01-01	798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	35
2020: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	970
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	719
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	219
Total of all active and inactive participants	2020-01-01	939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	942
Number of participants with account balances	2020-01-01	762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	32
2019: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	998
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	826
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	191
Total of all active and inactive participants	2019-01-01	1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,021
Number of participants with account balances	2019-01-01	751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	987
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	799
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	180
Total of all active and inactive participants	2018-01-01	979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	981
Number of participants with account balances	2018-01-01	754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	37
2017: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	815
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	164
Total of all active and inactive participants	2017-01-01	979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	981
Number of participants with account balances	2017-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	38
2016: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	963
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	798
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	181
Total of all active and inactive participants	2016-01-01	979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	980
Number of participants with account balances	2016-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	65
2015: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	975
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	819
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	125
Total of all active and inactive participants	2015-01-01	944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	945
Number of participants with account balances	2015-01-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	41
2014: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,069
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	827
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	112
Total of all active and inactive participants	2014-01-01	939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	940
Number of participants with account balances	2014-01-01	594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	44
2013: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,160
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	982
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	93
Total of all active and inactive participants	2013-01-01	1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	1,078
Number of participants with account balances	2013-01-01	623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	68
2012: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,167
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,068
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	100
Total of all active and inactive participants	2012-01-01	1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,170
Number of participants with account balances	2012-01-01	720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	68
2011: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,214
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,095
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	105
Total of all active and inactive participants	2011-01-01	1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,200
Number of participants with account balances	2011-01-01	734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	84
2010: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,393
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,133
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	87
Total of all active and inactive participants	2010-01-01	1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,220
Number of participants with account balances	2010-01-01	697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	158
2009: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,245
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,172
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	193
Total of all active and inactive participants	2009-01-01	1,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,365
Number of participants with account balances	2009-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	172

Financial Data on UNITED WAY OF CENTRAL IOWA 401(K) PLAN

Measure	Date	Value
2022 : UNITED WAY OF CENTRAL IOWA 401(K) 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	$-2,210,192
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,994,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,857,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,915,017
Value of total assets at end of year	2022-12-31	$27,247,852
Value of total assets at beginning of year	2022-12-31	$31,452,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$137,176
Total interest from all sources	2022-12-31	$3,992
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$60,942
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	$60,942
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$2,050,608
Participant contributions at end of year	2022-12-31	$111,778
Participant contributions at beginning of year	2022-12-31	$43,876
Participant contributions at end of year	2022-12-31	$17,641
Participant contributions at beginning of year	2022-12-31	$4,889
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$130,827
Other income not declared elsewhere	2022-12-31	$3,390
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	$-4,204,942
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,247,852
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,452,794
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,825,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,508,766
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,683,812
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,458,269
Interest on participant loans	2022-12-31	$3,992
Value of interest in common/collective trusts at end of year	2022-12-31	$15,603,254
Value of interest in common/collective trusts at beginning of year	2022-12-31	$17,434,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,332,357
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,053,289
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,807,887
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	$733,582
Employer contributions (assets) at end of year	2022-12-31	$6,367
Employer contributions (assets) at beginning of year	2022-12-31	$2,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,857,574
Contract administrator fees	2022-12-31	$137,176
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	BERGANKDV, LTD.
Accountancy firm EIN	2022-12-31	411431613
2021 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$2,321,130
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	$7,285,984
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,873,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,708,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,526,080
Value of total assets at end of year	2021-12-31	$31,452,794
Value of total assets at beginning of year	2021-12-31	$31,361,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$164,547
Total interest from all sources	2021-12-31	$3,694
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$33,189
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	$33,189
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$1,789,057
Participant contributions at end of year	2021-12-31	$43,876
Participant contributions at beginning of year	2021-12-31	$65,646
Participant contributions at end of year	2021-12-31	$4,889
Participant contributions at beginning of year	2021-12-31	$17,134
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$122,018
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$12
Other income not declared elsewhere	2021-12-31	$903
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	$2,412,704
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,452,794
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,361,220
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,508,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,905,608
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,458,269
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,675,760
Interest on participant loans	2021-12-31	$3,694
Value of interest in common/collective trusts at end of year	2021-12-31	$17,434,449
Value of interest in common/collective trusts at beginning of year	2021-12-31	$16,689,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$846,136
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,589,905
Net investment gain or loss from common/collective trusts	2021-12-31	$2,286,077
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	No
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	$615,005
Employer contributions (assets) at end of year	2021-12-31	$2,545
Employer contributions (assets) at beginning of year	2021-12-31	$7,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,708,721
Contract administrator fees	2021-12-31	$164,547
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	BERGANKDV, LTD.
Accountancy firm EIN	2021-12-31	411431613
2020 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	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	$7,159,045
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,315,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,153,027
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,724,902
Value of total assets at end of year	2020-12-31	$31,361,220
Value of total assets at beginning of year	2020-12-31	$27,517,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$162,191
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$2,708
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$56,069
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	$56,069
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,683,966
Participant contributions at end of year	2020-12-31	$65,646
Participant contributions at beginning of year	2020-12-31	$65,286
Participant contributions at end of year	2020-12-31	$17,134
Participant contributions at beginning of year	2020-12-31	$10,746
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$429,393
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,276
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
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	$3,843,827
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,361,220
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,517,393
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,905,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,814,797
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,675,760
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,413,825
Interest on participant loans	2020-12-31	$2,708
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$16,689,775
Value of interest in common/collective trusts at beginning of year	2020-12-31	$14,208,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,469,582
Net investment gain/loss from pooled separate accounts	2020-12-31	$864,570
Net investment gain or loss from common/collective trusts	2020-12-31	$2,039,938
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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	$611,543
Employer contributions (assets) at end of year	2020-12-31	$7,297
Employer contributions (assets) at beginning of year	2020-12-31	$4,276
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,153,027
Contract administrator fees	2020-12-31	$162,191
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERGANKDV, LTD.
Accountancy firm EIN	2020-12-31	411431613
2019 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$0
Total income from all sources (including contributions)	2019-12-31	$7,296,239
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,635,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,484,469
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,509,084
Value of total assets at end of year	2019-12-31	$27,517,393
Value of total assets at beginning of year	2019-12-31	$21,856,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$151,328
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$5,201
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,519
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	$82,519
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$1,669,613
Participant contributions at end of year	2019-12-31	$65,286
Participant contributions at beginning of year	2019-12-31	$51,355
Participant contributions at end of year	2019-12-31	$10,746
Participant contributions at beginning of year	2019-12-31	$12,766
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$221,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$140
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
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	$5,660,442
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,517,393
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,856,951
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,814,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,146,354
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,413,825
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,062,590
Interest on participant loans	2019-12-31	$5,201
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$14,208,463
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,578,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,052,400
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,358,897
Net investment gain or loss from common/collective trusts	2019-12-31	$2,287,998
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	Yes
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	$618,415
Employer contributions (assets) at end of year	2019-12-31	$4,276
Employer contributions (assets) at beginning of year	2019-12-31	$5,186
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,484,469
Contract administrator fees	2019-12-31	$151,328
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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
Accountancy firm name	2019-12-31	BERGANKDV, LTD.
Accountancy firm EIN	2019-12-31	411431613
2018 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$976,656
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,447,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,288,191
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,348,242
Value of total assets at end of year	2018-12-31	$21,856,951
Value of total assets at beginning of year	2018-12-31	$23,328,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$159,727
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$2,838
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$77,296
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	$77,296
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$1,630,212
Participant contributions at end of year	2018-12-31	$51,355
Participant contributions at beginning of year	2018-12-31	$50,785
Participant contributions at end of year	2018-12-31	$12,766
Participant contributions at beginning of year	2018-12-31	$25,990
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$99,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$605
Administrative expenses (other) incurred	2018-12-31	$197
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
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	$-1,471,262
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,856,951
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,328,213
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,146,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,577,296
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,062,590
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,805,392
Interest on participant loans	2018-12-31	$2,838
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$10,578,700
Value of interest in common/collective trusts at beginning of year	2018-12-31	$10,857,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-304,786
Net investment gain/loss from pooled separate accounts	2018-12-31	$-362,504
Net investment gain or loss from common/collective trusts	2018-12-31	$-785,035
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	Yes
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	$618,838
Employer contributions (assets) at end of year	2018-12-31	$5,186
Employer contributions (assets) at beginning of year	2018-12-31	$10,972
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,288,191
Contract administrator fees	2018-12-31	$159,530
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	BROOKS LODDEN, PC
Accountancy firm EIN	2018-12-31	421229486
2017 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,613,183
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,149,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,989,431
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,266,518
Value of total assets at end of year	2017-12-31	$23,328,213
Value of total assets at beginning of year	2017-12-31	$19,864,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$159,649
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$3,196
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,203
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	$73,203
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$1,525,177
Participant contributions at end of year	2017-12-31	$50,785
Participant contributions at beginning of year	2017-12-31	$66,647
Participant contributions at end of year	2017-12-31	$25,990
Participant contributions at beginning of year	2017-12-31	$9,681
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$178,370
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$178
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
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	$3,464,103
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,328,213
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,864,110
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,577,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,938,294
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,805,392
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,742,085
Interest on participant loans	2017-12-31	$3,196
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$10,857,778
Value of interest in common/collective trusts at beginning of year	2017-12-31	$9,103,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$806,992
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,027,790
Net investment gain or loss from common/collective trusts	2017-12-31	$1,435,306
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	$562,971
Employer contributions (assets) at end of year	2017-12-31	$10,972
Employer contributions (assets) at beginning of year	2017-12-31	$4,060
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,989,431
Contract administrator fees	2017-12-31	$159,649
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
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	BROOKS LODDEN, PC
Accountancy firm EIN	2017-12-31	421229486
2016 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,040,680
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,607,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,494,349
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,568,318
Value of total assets at end of year	2016-12-31	$19,864,110
Value of total assets at beginning of year	2016-12-31	$17,431,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$113,499
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$2,175
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$56,153
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	$56,153
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$1,496,648
Participant contributions at end of year	2016-12-31	$66,647
Participant contributions at beginning of year	2016-12-31	$41,409
Participant contributions at end of year	2016-12-31	$9,681
Participant contributions at beginning of year	2016-12-31	$8,967
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$493,474
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$1,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
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	$2,432,832
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,864,110
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,431,278
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,938,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,849,975
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,742,085
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,003,011
Interest on participant loans	2016-12-31	$2,175
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$9,103,343
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,523,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$130,570
Net investment gain/loss from pooled separate accounts	2016-12-31	$659,634
Net investment gain or loss from common/collective trusts	2016-12-31	$623,830
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	$578,196
Employer contributions (assets) at end of year	2016-12-31	$4,060
Employer contributions (assets) at beginning of year	2016-12-31	$4,066
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,493,249
Contract administrator fees	2016-12-31	$113,499
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
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	BROOKS LODDEN, PC
Accountancy firm EIN	2016-12-31	421229486
2015 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,131,992
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,822,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,749,912
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,063,659
Value of total assets at end of year	2015-12-31	$17,431,278
Value of total assets at beginning of year	2015-12-31	$18,121,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$72,522
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$2,913
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$61,286
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	$61,286
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$1,389,112
Participant contributions at end of year	2015-12-31	$41,409
Participant contributions at beginning of year	2015-12-31	$67,573
Participant contributions at end of year	2015-12-31	$8,967
Participant contributions at beginning of year	2015-12-31	$9,981
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$201,974
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$2
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
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	$-690,442
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,431,278
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,121,720
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,849,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,527,223
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,003,011
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$11,392,455
Interest on participant loans	2015-12-31	$2,913
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$7,523,850
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,120,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-25,979
Net investment gain/loss from pooled separate accounts	2015-12-31	$10,029
Net investment gain or loss from common/collective trusts	2015-12-31	$20,082
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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	Yes
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	$472,573
Employer contributions (assets) at end of year	2015-12-31	$4,066
Employer contributions (assets) at beginning of year	2015-12-31	$4,320
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,749,912
Contract administrator fees	2015-12-31	$72,522
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
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	BROOKS LODDEN, P.C.
Accountancy firm EIN	2015-12-31	421229486
2014 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$1,025,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,254,463
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,486,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,409,035
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$7,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,958,979
Value of total assets at end of year	2014-12-31	$18,121,720
Value of total assets at beginning of year	2014-12-31	$18,379,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$70,445
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$2,903
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$70,747
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	$70,747
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$1,319,866
Participant contributions at end of year	2014-12-31	$67,573
Participant contributions at beginning of year	2014-12-31	$57,389
Participant contributions at end of year	2014-12-31	$9,981
Participant contributions at beginning of year	2014-12-31	$24,525
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$198,961
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$65
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
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	$767,878
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,121,720
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,379,388
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,527,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,507,083
Value of interest in pooled separate accounts at end of year	2014-12-31	$11,392,455
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$11,701,305
Interest on participant loans	2014-12-31	$2,903
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$1,120,168
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,079,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$492,250
Net investment gain/loss from pooled separate accounts	2014-12-31	$716,592
Net investment gain or loss from common/collective trusts	2014-12-31	$12,992
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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	Yes
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	$440,152
Employer contributions (assets) at end of year	2014-12-31	$4,320
Employer contributions (assets) at beginning of year	2014-12-31	$9,102
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,408,970
Contract administrator fees	2014-12-31	$70,445
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	BROOKS LODDEN P.C.
Accountancy firm EIN	2014-12-31	421229486
2013 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$2,119,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,828,233
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,468,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,402,971
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,854,720
Value of total assets at end of year	2013-12-31	$18,379,388
Value of total assets at beginning of year	2013-12-31	$17,139,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$65,080
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$3,947
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$80,560
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	$80,560
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$1,324,895
Participant contributions at end of year	2013-12-31	$57,389
Participant contributions at beginning of year	2013-12-31	$81,757
Participant contributions at end of year	2013-12-31	$24,525
Participant contributions at beginning of year	2013-12-31	$31,201
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$53,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$1,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$421
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
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	$3,360,182
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,379,388
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$17,139,042
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,507,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,228,806
Value of interest in pooled separate accounts at end of year	2013-12-31	$11,701,305
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,808,451
Interest on participant loans	2013-12-31	$3,947
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$1,079,984
Value of interest in common/collective trusts at beginning of year	2013-12-31	$973,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$899,769
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,996,624
Net investment gain or loss from common/collective trusts	2013-12-31	$-7,808
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	Yes
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	$476,367
Employer contributions (assets) at end of year	2013-12-31	$9,102
Employer contributions (assets) at beginning of year	2013-12-31	$15,136
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,401,871
Contract administrator fees	2013-12-31	$65,080
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	Unqualified
Accountancy firm name	2013-12-31	BROOKS LODDEN, P.C.
Accountancy firm EIN	2013-12-31	421229486
2012 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,913,833
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,108,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,037,669
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$9,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,859,755
Value of total assets at end of year	2012-12-31	$17,139,042
Value of total assets at beginning of year	2012-12-31	$14,333,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$61,237
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$2,763
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$85,259
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	$85,259
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$1,564,108
Participant contributions at end of year	2012-12-31	$81,757
Participant contributions at beginning of year	2012-12-31	$17,421
Participant contributions at end of year	2012-12-31	$31,201
Participant contributions at beginning of year	2012-12-31	$22,477
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$740,790
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$346
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$3
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
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	$2,805,277
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,139,042
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,333,765
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,228,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,444,433
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,808,451
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$8,976,275
Interest on participant loans	2012-12-31	$2,763
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$973,691
Value of interest in common/collective trusts at beginning of year	2012-12-31	$866,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$603,187
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,348,266
Net investment gain or loss from common/collective trusts	2012-12-31	$14,600
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	Yes
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	$554,857
Employer contributions (assets) at end of year	2012-12-31	$15,136
Employer contributions (assets) at beginning of year	2012-12-31	$7,068
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,037,323
Contract administrator fees	2012-12-31	$61,237
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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	BROOKS LODDEN, P.C.
Accountancy firm EIN	2012-12-31	421229486
2011 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 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 transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$0
Total income from all sources (including contributions)	2011-12-31	$2,322,797
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,306,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,255,907
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,110,574
Value of total assets at end of year	2011-12-31	$14,333,765
Value of total assets at beginning of year	2011-12-31	$13,317,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$50,264
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$868
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$77,951
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	$77,951
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$1,576,677
Participant contributions at end of year	2011-12-31	$17,421
Participant contributions at beginning of year	2011-12-31	$8,700
Participant contributions at end of year	2011-12-31	$22,477
Participant contributions at beginning of year	2011-12-31	$22,469
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$9,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$57
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$2
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
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	$1,016,235
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,333,765
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,317,530
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,444,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,299,332
Value of interest in pooled separate accounts at end of year	2011-12-31	$8,976,275
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$8,209,757
Interest on participant loans	2011-12-31	$868
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$866,091
Value of interest in common/collective trusts at beginning of year	2011-12-31	$767,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$107,830
Net investment gain/loss from pooled separate accounts	2011-12-31	$7,443
Net investment gain or loss from common/collective trusts	2011-12-31	$18,131
Net gain/loss from 103.12 investment entities	2011-12-31	$0
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	Yes
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	$524,170
Employer contributions (assets) at end of year	2011-12-31	$7,068
Employer contributions (assets) at beginning of year	2011-12-31	$9,396
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,255,850
Contract administrator fees	2011-12-31	$50,262
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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	BROOKS LODDEN, P.C.
Accountancy firm EIN	2011-12-31	421229486
2010 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,885,318
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,342,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,296,741
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,245,320
Value of total assets at end of year	2010-12-31	$13,317,530
Value of total assets at beginning of year	2010-12-31	$10,774,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$45,325
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$674
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$61,490
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	$61,490
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$1,581,886
Participant contributions at end of year	2010-12-31	$8,700
Participant contributions at beginning of year	2010-12-31	$14,710
Participant contributions at end of year	2010-12-31	$22,469
Participant contributions at beginning of year	2010-12-31	$19,201
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$156,456
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$746
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$22
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
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	$2,543,252
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,317,530
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,774,278
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,299,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,092,695
Value of interest in pooled separate accounts at end of year	2010-12-31	$8,209,757
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,046,054
Interest on participant loans	2010-12-31	$674
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$767,876
Value of interest in common/collective trusts at beginning of year	2010-12-31	$596,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$432,612
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,119,771
Net investment gain or loss from common/collective trusts	2010-12-31	$25,429
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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	Yes
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	$506,978
Employer contributions (assets) at end of year	2010-12-31	$9,396
Employer contributions (assets) at beginning of year	2010-12-31	$5,538
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,295,995
Contract administrator fees	2010-12-31	$45,325
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	BROOKS LODDEN P.C.
Accountancy firm EIN	2010-12-31	421229486
2009 : UNITED WAY OF CENTRAL IOWA 401(K) PLAN 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 UNITED WAY OF CENTRAL IOWA 401(K) PLAN

2022: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	This submission is the final filing	No
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF CENTRAL IOWA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	976
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	956
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	942
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	1021
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	981
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	987
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	945
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	940
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	1078
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	1170
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	1200
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,038
Total amount of fees paid to insurance company	USD $8,288
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

446348

Policy instance

Insurance contract or identification number	446348
Number of Individuals Covered	1220
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $18,513
Total amount of fees paid to insurance company	USD $6,408
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,513
Amount paid for insurance broker fees	6408
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

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Company Name:	UNITED WAY OF CENTRAL IOWA
Employer identification number (EIN):	420680425
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1918-03-21
Company Identification Number:	064205
Legal Registered Office Address:	1111 9TH ST STE 100 DES MOINES United States of America (USA) 50314