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UNITED WAY OF CENTRAL IA RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF CENTRAL IA RETIREMENT PLAN
Plan identification number 333

UNITED WAY OF CENTRAL IA RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF CENTRAL IA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01
3332023-01-01SARAH ROY
3332022-01-01
3332022-01-01SARAH ROY
3332021-01-01
3332021-01-01SARAH ROY
3332020-01-01
3332020-01-01
3332019-01-01
3332017-01-01SARAH ROY SARAH ROY2018-10-15
3332016-01-01SARAH ROY SARAH ROY2017-10-16
3332015-01-01SARAH ROY SARAH ROY2016-10-14
3332015-01-01SARAH ROY SARAH ROY2017-10-18
3332014-01-01SARAH ROY SARAH ROY2015-10-14
3332013-01-01SARAH ROY SARAH ROY2014-10-15
3332012-01-01SARAH ROY SARAH ROY2013-10-14
3332011-01-01SARAH ROY SARAH ROY2012-10-15
3332010-01-01SARAH ROY SARAH ROY2011-10-14
3332009-01-01SARAH J. ROY SARAH J. ROY2010-10-13

Plan Statistics for UNITED WAY OF CENTRAL IA RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF CENTRAL IA RETIREMENT PLAN

Measure Date Value
2023: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01370
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01714
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-01327
Number of other retired or separated participants entitled to future benefits2022-01-01251
Total of all active and inactive participants2022-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-01709
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3180,249,104
Acturial value of plan assets2021-12-3174,835,971
Funding target for retired participants and beneficiaries receiving payment2021-12-3135,558,796
Number of terminated vested participants2021-12-31477
Fundng target for terminated vested participants2021-12-3116,048,778
Active participant vested funding target2021-12-315,308,796
Number of active participants2021-12-31127
Total funding liabilities for active participants2021-12-315,342,296
Total participant count2021-12-311,108
Total funding target for all participants2021-12-3156,949,870
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01889
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-01312
Number of other retired or separated participants entitled to future benefits2021-01-01262
Total of all active and inactive participants2021-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01714
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3174,069,052
Acturial value of plan assets2020-12-3170,767,024
Funding target for retired participants and beneficiaries receiving payment2020-12-3133,830,663
Number of terminated vested participants2020-12-31504
Fundng target for terminated vested participants2020-12-3115,961,527
Active participant vested funding target2020-12-315,396,179
Number of active participants2020-12-31144
Total funding liabilities for active participants2020-12-315,407,602
Total participant count2020-12-311,126
Total funding target for all participants2020-12-3155,199,792
Total employer contributions2020-12-311,908,209
Total employee contributions2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-01897
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-01280
Number of other retired or separated participants entitled to future benefits2020-01-01470
Total of all active and inactive participants2020-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-01895
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3162,678,246
Acturial value of plan assets2019-12-3166,344,140
Funding target for retired participants and beneficiaries receiving payment2019-12-3132,766,884
Number of terminated vested participants2019-12-31532
Fundng target for terminated vested participants2019-12-3116,458,101
Active participant vested funding target2019-12-315,931,902
Number of active participants2019-12-31149
Total funding liabilities for active participants2019-12-315,955,793
Total participant count2019-12-311,143
Total funding target for all participants2019-12-3155,180,778
Total employer contributions2019-12-311,539,401
Total employee contributions2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01910
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-01247
Number of other retired or separated participants entitled to future benefits2019-01-01498
Total of all active and inactive participants2019-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-01903
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3169,114,778
Acturial value of plan assets2018-12-3164,219,406
Funding target for retired participants and beneficiaries receiving payment2018-12-3130,519,477
Number of terminated vested participants2018-12-31579
Fundng target for terminated vested participants2018-12-3118,453,007
Active participant vested funding target2018-12-315,639,743
Number of active participants2018-12-31159
Total funding liabilities for active participants2018-12-315,665,372
Total participant count2018-12-311,180
Total funding target for all participants2018-12-3154,637,856
Total employer contributions2018-12-311,873,093
Total employee contributions2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
2017: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3159,971,230
Acturial value of plan assets2017-12-3161,269,647
Funding target for retired participants and beneficiaries receiving payment2017-12-3127,423,768
Number of terminated vested participants2017-12-31603
Fundng target for terminated vested participants2017-12-3117,579,662
Active participant vested funding target2017-12-316,741,469
Number of active participants2017-12-31183
Total funding liabilities for active participants2017-12-316,771,149
Total participant count2017-12-311,204
Total funding target for all participants2017-12-3151,774,579
Total employer contributions2017-12-311,455,421
Total employee contributions2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01955
Total number of active participants reported on line 7a of the Form 55002017-01-01159
Number of retired or separated participants receiving benefits2017-01-01199
Number of other retired or separated participants entitled to future benefits2017-01-01575
Total of all active and inactive participants2017-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01938
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3156,959,489
Acturial value of plan assets2016-12-3159,750,268
Funding target for retired participants and beneficiaries receiving payment2016-12-3125,302,108
Number of terminated vested participants2016-12-31617
Fundng target for terminated vested participants2016-12-3118,112,776
Active participant vested funding target2016-12-316,473,534
Number of active participants2016-12-31215
Total funding liabilities for active participants2016-12-316,530,460
Total participant count2016-12-311,221
Total funding target for all participants2016-12-3149,945,344
Total employer contributions2016-12-311,913,692
Total employee contributions2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-01971
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-01173
Number of other retired or separated participants entitled to future benefits2016-01-01598
Total of all active and inactive participants2016-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01959
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01981
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-01137
Number of other retired or separated participants entitled to future benefits2015-01-01610
Total of all active and inactive participants2015-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01973
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,020
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-01118
Number of other retired or separated participants entitled to future benefits2014-01-01595
Total of all active and inactive participants2014-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01992
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,036
Total number of active participants reported on line 7a of the Form 55002013-01-01323
Number of retired or separated participants receiving benefits2013-01-0188
Number of other retired or separated participants entitled to future benefits2013-01-01605
Total of all active and inactive participants2013-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,020
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,057
Total number of active participants reported on line 7a of the Form 55002012-01-01386
Number of retired or separated participants receiving benefits2012-01-0159
Number of other retired or separated participants entitled to future benefits2012-01-01593
Total of all active and inactive participants2012-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,040
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,119
Total number of active participants reported on line 7a of the Form 55002011-01-01452
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01576
Total of all active and inactive participants2011-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,049
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2010: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,197
Total number of active participants reported on line 7a of the Form 55002010-01-01523
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01559
Total of all active and inactive participants2010-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,083
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0166
2009: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,272
Total number of active participants reported on line 7a of the Form 55002009-01-01631
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01543
Total of all active and inactive participants2009-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,176
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0197

Financial Data on UNITED WAY OF CENTRAL IA RETIREMENT PLAN

Measure Date Value
2023 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total income from all sources (including contributions)2023-11-30$931,173
Total loss/gain on sale of assets2023-11-30$0
Total of all expenses incurred2023-11-30$51,121,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$50,921,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$0
Value of total assets at end of year2023-11-30$0
Value of total assets at beginning of year2023-11-30$50,190,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$199,922
Total interest from all sources2023-11-30$31,466
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-11-30$0
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Other income not declared elsewhere2023-11-30$25,153
Administrative expenses (other) incurred2023-11-30$9,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$-50,190,450
Value of net assets at end of year (total assets less liabilities)2023-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$50,190,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Investment advisory and management fees2023-11-30$79,347
Value of interest in pooled separate accounts at beginning of year2023-11-30$49,386,508
Interest earned on other investments2023-11-30$31,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-11-30$803,942
Net investment gain/loss from pooled separate accounts2023-11-30$874,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30Yes
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$50,921,701
Contract administrator fees2023-11-30$58,404
Did the plan have assets held for investment2023-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30Yes
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30BERGAN KDV LTD
Accountancy firm EIN2023-11-30411431613
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$931,173
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$51,121,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$50,921,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$0
Value of total assets at beginning of year2023-01-01$50,190,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$199,922
Total interest from all sources2023-01-01$31,466
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Other income not declared elsewhere2023-01-01$25,153
Administrative expenses (other) incurred2023-01-01$9,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-50,190,450
Value of net assets at end of year (total assets less liabilities)2023-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$50,190,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$79,347
Value of interest in pooled separate accounts at beginning of year2023-01-01$49,386,508
Interest earned on other investments2023-01-01$31,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$803,942
Net investment gain/loss from pooled separate accounts2023-01-01$874,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$50,921,701
Contract administrator fees2023-01-01$58,404
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01Yes
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BERGAN KDV LTD
Accountancy firm EIN2023-01-01411431613
2022 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-14,945,879
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,672,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,406,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$50,190,450
Value of total assets at beginning of year2022-12-31$68,808,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$266,233
Total interest from all sources2022-12-31$29,098
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$88,831
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-130,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,618,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,190,450
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,808,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$49,386,508
Value of interest in pooled separate accounts at beginning of year2022-12-31$67,774,548
Interest earned on other investments2022-12-31$29,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$803,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,034,136
Net investment gain/loss from pooled separate accounts2022-12-31$-14,844,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,406,122
Contract administrator fees2022-12-31$177,402
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERGAN KDV LTD.
Accountancy firm EIN2022-12-31411431613
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-14,945,879
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,672,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,406,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$50,190,450
Value of total assets at beginning of year2022-01-01$68,808,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$266,233
Total interest from all sources2022-01-01$29,098
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$88,831
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other income not declared elsewhere2022-01-01$-130,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-18,618,234
Value of net assets at end of year (total assets less liabilities)2022-01-01$50,190,450
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$68,808,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$49,386,508
Value of interest in pooled separate accounts at beginning of year2022-01-01$67,774,548
Interest earned on other investments2022-01-01$29,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$803,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,034,136
Net investment gain/loss from pooled separate accounts2022-01-01$-14,844,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,406,122
Contract administrator fees2022-01-01$177,402
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BERGAN KDV LTD.
Accountancy firm EIN2022-01-01411431613
2021 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$0
Total income from all sources (including contributions)2021-12-31$-587,724
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,852,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,786,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$68,808,684
Value of total assets at beginning of year2021-12-31$80,249,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,898
Total interest from all sources2021-12-31$32,005
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$-51,695
Administrative expenses (other) incurred2021-12-31$16,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-11,440,537
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,808,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,249,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$29,312
Value of interest in pooled separate accounts at end of year2021-12-31$67,774,548
Value of interest in pooled separate accounts at beginning of year2021-12-31$78,964,846
Interest earned on other investments2021-12-31$32,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,034,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,202,095
Net investment gain/loss from pooled separate accounts2021-12-31$-568,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$82,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,786,915
Contract administrator fees2021-12-31$19,600
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERGAN KDV
Accountancy firm EIN2021-12-31411431613
2020 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$9,616,568
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,436,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,379,177
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,908,209
Value of total assets at end of year2020-12-31$80,249,221
Value of total assets at beginning of year2020-12-31$74,069,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,303
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$38,020
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$96,048
Administrative expenses (other) incurred2020-12-31$17,176
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,180,088
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,249,221
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,069,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$29,077
Value of interest in pooled separate accounts at end of year2020-12-31$78,964,846
Value of interest in pooled separate accounts at beginning of year2020-12-31$72,606,682
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$38,020
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,202,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,299,305
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$7,574,291
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,908,209
Employer contributions (assets) at end of year2020-12-31$82,280
Employer contributions (assets) at beginning of year2020-12-31$163,146
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,379,177
Contract administrator fees2020-12-31$11,050
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERGAN KDV, LTD.
Accountancy firm EIN2020-12-31411431613
2019 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$14,659,166
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,274,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,163,290
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,539,401
Value of total assets at end of year2019-12-31$74,069,133
Value of total assets at beginning of year2019-12-31$62,684,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,327
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$45,553
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$79,205
Administrative expenses (other) incurred2019-12-31$72,560
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,384,549
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,069,133
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,684,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$27,517
Value of interest in pooled separate accounts at end of year2019-12-31$72,606,682
Value of interest in pooled separate accounts at beginning of year2019-12-31$60,695,490
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$45,553
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,299,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,359,453
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$12,995,007
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,539,401
Employer contributions (assets) at end of year2019-12-31$163,146
Employer contributions (assets) at beginning of year2019-12-31$629,641
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,163,290
Contract administrator fees2019-12-31$11,250
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERGAN KDV, LTD.
Accountancy firm EIN2019-12-31411431613
2018 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-3,140,197
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,297,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,155,836
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,873,093
Value of total assets at end of year2018-12-31$62,684,584
Value of total assets at beginning of year2018-12-31$69,122,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,111
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$55,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
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 year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-77,577
Administrative expenses (other) incurred2018-12-31$69,486
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,438,144
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,684,584
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,122,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
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 year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$27,307
Value of interest in pooled separate accounts at end of year2018-12-31$60,695,490
Value of interest in pooled separate accounts at beginning of year2018-12-31$66,887,708
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$55,379
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,359,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,584,842
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-4,991,092
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,873,093
Employer contributions (assets) at end of year2018-12-31$629,641
Employer contributions (assets) at beginning of year2018-12-31$650,178
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,155,836
Contract administrator fees2018-12-31$45,318
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2018-12-31421229486
2017 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$12,351,513
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,223,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,999,571
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,455,421
Value of total assets at end of year2017-12-31$69,122,728
Value of total assets at beginning of year2017-12-31$59,994,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$224,027
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$59,243
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-8,101
Administrative expenses (other) incurred2017-12-31$153,348
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,127,915
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,122,728
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,994,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$25,921
Value of interest in pooled separate accounts at end of year2017-12-31$66,887,708
Value of interest in pooled separate accounts at beginning of year2017-12-31$57,280,176
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$59,243
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,584,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,577,180
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$10,844,950
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,455,421
Employer contributions (assets) at end of year2017-12-31$650,178
Employer contributions (assets) at beginning of year2017-12-31$1,137,457
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,999,571
Contract administrator fees2017-12-31$44,758
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROOKS LODDEN, PC
Accountancy firm EIN2017-12-31421229486
2016 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$5,999,534
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,987,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,733,315
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,913,692
Value of total assets at end of year2016-12-31$59,994,813
Value of total assets at beginning of year2016-12-31$56,982,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$253,850
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$67,169
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-30,336
Administrative expenses (other) incurred2016-12-31$181,956
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,012,369
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,994,813
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,982,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
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 year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$24,716
Value of interest in pooled separate accounts at end of year2016-12-31$57,280,176
Value of interest in pooled separate accounts at beginning of year2016-12-31$54,000,233
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$67,169
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,577,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,791,448
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$4,049,009
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,913,692
Employer contributions (assets) at end of year2016-12-31$1,137,457
Employer contributions (assets) at beginning of year2016-12-31$1,190,763
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,733,315
Contract administrator fees2016-12-31$47,178
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2016-12-31421229486
2015 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$1,250,775
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,919,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,691,216
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,117,049
Value of total assets at end of year2015-12-31$56,982,444
Value of total assets at beginning of year2015-12-31$58,651,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$228,239
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$84,600
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-74,163
Administrative expenses (other) incurred2015-12-31$161,628
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,668,680
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,982,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,651,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
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 year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$24,553
Value of interest in pooled separate accounts at end of year2015-12-31$54,000,233
Value of interest in pooled separate accounts at beginning of year2015-12-31$55,535,304
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$84,600
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,791,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,013,643
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-876,711
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,117,049
Employer contributions (assets) at end of year2015-12-31$1,190,763
Employer contributions (assets) at beginning of year2015-12-31$1,102,177
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,691,216
Contract administrator fees2015-12-31$42,058
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2015-12-31421229486
2014 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
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$6,815,814
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,570,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,418,654
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,046,835
Value of total assets at end of year2014-12-31$58,651,124
Value of total assets at beginning of year2014-12-31$54,405,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$151,535
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$87,466
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-1,084
Administrative expenses (other) incurred2014-12-31$82,540
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,245,625
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,651,124
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,405,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
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 year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$24,115
Value of interest in pooled separate accounts at end of year2014-12-31$55,535,304
Value of interest in pooled separate accounts at beginning of year2014-12-31$51,136,206
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$87,466
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,013,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,200,243
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$4,682,597
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,046,835
Employer contributions (assets) at end of year2014-12-31$1,102,177
Employer contributions (assets) at beginning of year2014-12-31$1,069,050
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,418,654
Contract administrator fees2014-12-31$44,880
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2014-12-31421229486
2013 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
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$10,805,354
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,397,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,200,416
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,999,046
Value of total assets at end of year2013-12-31$54,405,499
Value of total assets at beginning of year2013-12-31$45,997,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$197,046
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$105,182
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-74,913
Administrative expenses (other) incurred2013-12-31$133,330
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,407,892
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,405,499
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,997,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,618
Value of interest in pooled separate accounts at end of year2013-12-31$51,136,206
Value of interest in pooled separate accounts at beginning of year2013-12-31$43,431,758
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$105,182
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,200,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,434,656
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$6,776,039
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,999,046
Employer contributions (assets) at end of year2013-12-31$1,069,050
Employer contributions (assets) at beginning of year2013-12-31$131,193
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,200,416
Contract administrator fees2013-12-31$42,098
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2013-12-31421229486
2012 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$8,705,131
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,113,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,912,721
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,913,337
Value of total assets at end of year2012-12-31$45,997,607
Value of total assets at beginning of year2012-12-31$39,405,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200,705
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$114,510
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$58,261
Administrative expenses (other) incurred2012-12-31$136,570
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,591,705
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,997,607
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,405,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
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 year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$19,583
Value of interest in pooled separate accounts at end of year2012-12-31$43,431,758
Value of interest in pooled separate accounts at beginning of year2012-12-31$36,689,029
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$114,510
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,434,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,585,322
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$5,619,023
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,913,337
Employer contributions (assets) at end of year2012-12-31$131,193
Employer contributions (assets) at beginning of year2012-12-31$131,551
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,912,721
Contract administrator fees2012-12-31$44,552
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2012-12-31421229486
2011 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$4,153,904
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,958,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,776,244
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,248,202
Value of total assets at end of year2011-12-31$39,405,902
Value of total assets at beginning of year2011-12-31$37,210,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$181,771
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$185,174
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$23,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$15,012
Administrative expenses (other) incurred2011-12-31$107,384
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,195,889
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,405,902
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,210,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
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 year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$18,017
Value of interest in pooled separate accounts at end of year2011-12-31$36,689,029
Value of interest in pooled separate accounts at beginning of year2011-12-31$34,513,298
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$185,174
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,585,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,689,028
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$1,705,516
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,248,202
Employer contributions (assets) at end of year2011-12-31$131,551
Employer contributions (assets) at beginning of year2011-12-31$7,687
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,776,244
Contract administrator fees2011-12-31$33,370
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2011-12-31421229486
2010 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$6,045,237
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,825,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,653,774
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,356,266
Value of total assets at end of year2010-12-31$37,210,013
Value of total assets at beginning of year2010-12-31$32,990,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$172,150
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$157,249
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$106,551
Administrative expenses (other) incurred2010-12-31$116,929
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,219,313
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,210,013
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,990,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
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 year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$4,087
Value of interest in pooled separate accounts at end of year2010-12-31$34,513,298
Value of interest in pooled separate accounts at beginning of year2010-12-31$30,249,850
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$157,249
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,689,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,739,066
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$4,425,171
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,356,266
Employer contributions (assets) at end of year2010-12-31$7,687
Employer contributions (assets) at beginning of year2010-12-31$1,784
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,653,774
Contract administrator fees2010-12-31$51,134
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROOKS LODDEN P.C.
Accountancy firm EIN2010-12-31421229486
2009 : UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITED WAY OF CENTRAL IA RETIREMENT PLAN

2023: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: UNITED WAY OF CENTRAL IA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
Insurance contract or identification number435825
Number of Individuals Covered365
Insurance policy start date2023-01-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number435825
Policy instance 1
Insurance contract or identification number435825
Number of Individuals Covered709
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number435825
Policy instance 1

Potentially related plans

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