401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. plan

403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.
Plan identification number	003

403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF GREATER KANSAS CITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER KANSAS CITY, INC.

Employer identification number (EIN): 440545812

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MICHELLE HOGERTY MICHELLE HOGERTY 2018-07-27
003 2016-01-01 MICHELLE HOGETY MICHELLE HOGETY 2017-10-17
003 2015-01-01 MICHELLE HOGERTY MICHELLE HOGERTY 2016-10-17
003 2014-01-01 MICHELLE HOGERTY 2015-07-24 MICHELLE HOGERTY 2015-07-24
003 2013-01-01 MICHELLE OVERSTREET HOGERTY 2015-07-09
003 2012-01-01 MICHELLE OVERSTREET 2013-10-14 MICHELLE OVERSTREET 2013-10-14
003 2011-01-01 MICHELLE OVERSTREET 2012-07-31 MICHELLE OVERSTREET 2012-07-31
003 2010-01-01 MICHELLE OVERSTREET 2011-10-17
003 2009-01-01 MICHELLE OVERSTREET MICHELLE OVERSTREET 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	MICHELLE HOGERTY		MICHELLE HOGERTY	2018-07-27
003	2016-01-01	MICHELLE HOGETY		MICHELLE HOGETY	2017-10-17
003	2015-01-01	MICHELLE HOGERTY		MICHELLE HOGERTY	2016-10-17
003	2014-01-01	MICHELLE HOGERTY	2015-07-24	MICHELLE HOGERTY	2015-07-24
003	2013-01-01	MICHELLE OVERSTREET HOGERTY	2015-07-09
003	2012-01-01	MICHELLE OVERSTREET	2013-10-14	MICHELLE OVERSTREET	2013-10-14
003	2011-01-01	MICHELLE OVERSTREET	2012-07-31	MICHELLE OVERSTREET	2012-07-31
003	2010-01-01	MICHELLE OVERSTREET	2011-10-17
003	2009-01-01	MICHELLE OVERSTREET		MICHELLE OVERSTREET	2013-10-15

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 77
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 115
Number of participants with account balances 2022-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 76
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 117
Number of participants with account balances 2021-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 120
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 74
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 108
Number of participants with account balances 2019-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 82
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 114
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 81
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 136
Number of participants with account balances 2017-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 51
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 126
Number of participants with account balances 2015-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	77
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	115
Number of participants with account balances	2022-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	76
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	117
Number of participants with account balances	2021-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	120
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	74
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	108
Number of participants with account balances	2019-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	82
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	114
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	81
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	136
Number of participants with account balances	2017-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	51
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	126
Number of participants with account balances	2015-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure	Date	Value
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$6,317
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$932,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$894,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,041,979
Value of total assets at end of year	2022-12-31	$5,320,662
Value of total assets at beginning of year	2022-12-31	$6,247,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,542
Total interest from all sources	2022-12-31	$5,348
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$83,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$83,536
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$305,386
Participant contributions at end of year	2022-12-31	$72,842
Participant contributions at beginning of year	2022-12-31	$77,578
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$324,700
Other income not declared elsewhere	2022-12-31	$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-926,394
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,320,662
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,247,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,852,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,784,244
Interest on participant loans	2022-12-31	$3,392
Interest earned on other investments	2022-12-31	$1,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$111,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$110,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,124,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$411,893
Employer contributions (assets) at end of year	2022-12-31	$283,810
Employer contributions (assets) at beginning of year	2022-12-31	$275,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$894,169
Contract administrator fees	2022-12-31	$38,542
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS
Accountancy firm EIN	2022-12-31	440160260
2021 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$1,625,380
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,267,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,207,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$779,976
Value of total assets at end of year	2021-12-31	$6,247,056
Value of total assets at beginning of year	2021-12-31	$6,888,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$59,683
Total interest from all sources	2021-12-31	$1,395
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$289,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$289,060
Administrative expenses professional fees incurred	2021-12-31	$12,167
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$295,043
Participant contributions at end of year	2021-12-31	$77,578
Participant contributions at beginning of year	2021-12-31	$43,246
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$79,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-641,736
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,247,056
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,888,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,784,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,984,322
Interest on participant loans	2021-12-31	$1,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$110,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$570,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$554,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$405,814
Employer contributions (assets) at end of year	2021-12-31	$275,000
Employer contributions (assets) at beginning of year	2021-12-31	$290,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,207,433
Contract administrator fees	2021-12-31	$47,516
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,821,911
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$469,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$413,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,023,356
Value of total assets at end of year	2020-12-31	$6,888,792
Value of total assets at beginning of year	2020-12-31	$5,536,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,895
Total interest from all sources	2020-12-31	$1,866
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$230,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$317,828
Participant contributions at end of year	2020-12-31	$43,246
Participant contributions at beginning of year	2020-12-31	$49,355
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$293,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,352,166
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,888,792
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,536,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,984,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,644,901
Interest on participant loans	2020-12-31	$1,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$570,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$522,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$566,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$412,374
Employer contributions (assets) at end of year	2020-12-31	$290,949
Employer contributions (assets) at beginning of year	2020-12-31	$320,001
Income. Dividends from common stock	2020-12-31	$230,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$413,850
Contract administrator fees	2020-12-31	$55,895
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,644,733
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,919,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,857,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$666,060
Value of total assets at end of year	2019-12-31	$5,536,626
Value of total assets at beginning of year	2019-12-31	$5,811,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$61,772
Total interest from all sources	2019-12-31	$2,961
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$169,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$262,087
Participant contributions at end of year	2019-12-31	$49,355
Participant contributions at beginning of year	2019-12-31	$95,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-274,836
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,536,626
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,811,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,644,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,327,641
Interest on participant loans	2019-12-31	$2,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$522,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$19,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$805,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$403,973
Employer contributions (assets) at end of year	2019-12-31	$320,001
Employer contributions (assets) at beginning of year	2019-12-31	$368,809
Income. Dividends from common stock	2019-12-31	$169,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,857,797
Contract administrator fees	2019-12-31	$61,772
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$445,239
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,230,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,214,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$798,696
Value of total assets at end of year	2018-12-31	$5,811,462
Value of total assets at beginning of year	2018-12-31	$10,596,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,343
Total interest from all sources	2018-12-31	$4,750
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$99,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$99,638
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$259,635
Participant contributions at end of year	2018-12-31	$95,924
Participant contributions at beginning of year	2018-12-31	$130,246
Participant contributions at beginning of year	2018-12-31	$11,609
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$90,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,784,849
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,811,462
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,596,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,327,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,366,556
Interest on participant loans	2018-12-31	$4,508
Interest earned on other investments	2018-12-31	$242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$19,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$706,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-457,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$448,366
Employer contributions (assets) at end of year	2018-12-31	$368,809
Employer contributions (assets) at beginning of year	2018-12-31	$381,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,214,745
Contract administrator fees	2018-12-31	$15,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,150,636
Total of all expenses incurred	2017-12-31	$1,433,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,433,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$737,090
Value of total assets at end of year	2017-12-31	$10,596,311
Value of total assets at beginning of year	2017-12-31	$9,878,991
Total interest from all sources	2017-12-31	$1,413,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$305,659
Participant contributions at end of year	2017-12-31	$130,246
Participant contributions at beginning of year	2017-12-31	$135,081
Participant contributions at end of year	2017-12-31	$11,609
Participant contributions at beginning of year	2017-12-31	$13,170
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$717,320
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,596,311
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,878,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,366,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,322,867
Interest earned on other investments	2017-12-31	$1,413,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$706,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,034,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$431,431
Employer contributions (assets) at end of year	2017-12-31	$381,158
Employer contributions (assets) at beginning of year	2017-12-31	$373,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,433,316
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$873
Total income from all sources (including contributions)	2016-12-31	$1,481,880
Total of all expenses incurred	2016-12-31	$1,004,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,004,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$750,514
Value of total assets at end of year	2016-12-31	$9,878,991
Value of total assets at beginning of year	2016-12-31	$9,401,140
Total interest from all sources	2016-12-31	$731,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$433,149
Participant contributions at end of year	2016-12-31	$135,081
Participant contributions at beginning of year	2016-12-31	$139,752
Participant contributions at end of year	2016-12-31	$13,170
Participant contributions at beginning of year	2016-12-31	$12,313
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$476,978
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,878,991
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,401,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,322,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,095,637
Interest earned on other investments	2016-12-31	$731,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,034,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$741,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$317,365
Employer contributions (assets) at end of year	2016-12-31	$373,370
Employer contributions (assets) at beginning of year	2016-12-31	$411,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,004,902
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$781,046
Total income from all sources (including contributions)	2015-12-31	$719,360
Total of all expenses incurred	2015-12-31	$654,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$654,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$791,697
Value of total assets at end of year	2015-12-31	$9,401,140
Value of total assets at beginning of year	2015-12-31	$8,555,312
Total interest from all sources	2015-12-31	$-72,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$308,338
Participant contributions at end of year	2015-12-31	$139,752
Participant contributions at beginning of year	2015-12-31	$149,371
Participant contributions at end of year	2015-12-31	$12,313
Participant contributions at beginning of year	2015-12-31	$11,958
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$64,782
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,401,140
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,555,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,095,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,274,591
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest earned on other investments	2015-12-31	$-72,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$741,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$719,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$483,359
Employer contributions (assets) at end of year	2015-12-31	$411,743
Employer contributions (assets) at beginning of year	2015-12-31	$399,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$654,578
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260

Form 5500 Responses for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

2022: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	120
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $60
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	60
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	115
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $152
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	152
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	125
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $271
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	271
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	112
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $140
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	140
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	116
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	7
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	136
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,667
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2667
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ST. LOUIS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052010J

Policy instance

Insurance contract or identification number	052010J
Number of Individuals Covered	126
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,739
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2739
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ST. LOUIS REGIONAL OFFICE

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Company Name:	UNITED WAY OF GREATER KANSAS CITY, INC.
Employer identification number (EIN):	440545812
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations