UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF GREENVILLE COUNTY, INC.
Employer identification number (EIN):	570362066
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	CHRIS GIACOMARO	2019-06-26	CHRIS GIACOMARO	2019-06-26
001	2017-01-01	CHRIS GIACOMARO	2018-07-12	CHRIS GIACOMARO	2018-07-12
001	2016-01-01	SEAN TRASK	2017-07-24	SEAN TRASK	2017-07-24
001	2015-01-01	SEAN TRASK	2016-06-12	SEAN TRASK	2016-06-12
001	2014-01-01	SEAN TRASK	2016-06-12	SEAN TRASK	2016-06-12
001	2014-01-01	SEAN TRASK	2015-07-01	SEAN TRASK	2015-07-01
001	2013-01-01	SEAN TRASK	2014-04-16	SEAN TRASK	2014-04-16
001	2012-01-01	SEAN TRASK	2013-07-23	SEAN TRASK	2013-07-23
001	2011-01-01	TED HENDRY	2012-06-20	TED HENDRY	2012-06-20
001	2010-01-01	TED HENDRY	2011-07-20	TED HENDRY	2011-07-20

Plan Statistics for UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2018: UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,017,992
Acturial value of plan assets	2018-12-31	3,017,992
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	751,060
Number of terminated vested participants	2018-12-31	41
Fundng target for terminated vested participants	2018-12-31	788,932
Active participant vested funding target	2018-12-31	839,969
Number of active participants	2018-12-31	45
Total funding liabilities for active participants	2018-12-31	865,490
Total participant count	2018-12-31	91
Total funding target for all participants	2018-12-31	2,405,482
Balance at beginning of prior year after applicable adjustments	2018-12-31	362,409
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	362,409
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	235,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	249,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	401,223
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	283,654
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	272,217
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	169,784
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	272,217
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,506,142
Acturial value of plan assets	2017-12-31	2,506,142
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	80,522
Number of terminated vested participants	2017-12-31	37
Fundng target for terminated vested participants	2017-12-31	750,042
Active participant vested funding target	2017-12-31	1,082,432
Number of active participants	2017-12-31	49
Total funding liabilities for active participants	2017-12-31	1,122,958
Total participant count	2017-12-31	88
Total funding target for all participants	2017-12-31	1,953,522
Balance at beginning of prior year after applicable adjustments	2017-12-31	339,589
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	339,589
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	237,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	251,385
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	362,409
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	314,594
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	303,643
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	234,262
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	44,051
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	44,051
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	303,643
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNITED WAY OF GREENVILLE COUNTY, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,054,454
Acturial value of plan assets	2016-12-31	2,054,454
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	61,646
Number of terminated vested participants	2016-12-31	29
Fundng target for terminated vested participants	2016-12-31	458,580
Active participant vested funding target	2016-12-31	1,058,745
Number of active participants	2016-12-31	45
Total funding liabilities for active participants	2016-12-31	1,080,219
Total participant count	2016-12-31	75
Total funding target for all participants	2016-12-31	1,600,445
Balance at beginning of prior year after applicable adjustments	2016-12-31	341,811
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	341,811
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	239,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	253,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	339,589
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	327,395
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	316,560
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	193,757
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	79,337
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	79,337
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	316,560
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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• UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST [EIN = 540535302]
• UNITED WAY OF SOUTHEAST DELAWARE COUNTY 403(B) PLAN [EIN = 231353277]
• UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN [EIN = 381358215]
• UNITED WAY OF NORTHERN ARIZONA 401(K) PLAN [EIN = 860211666]
• UNITED WAY OF GASTON COUNTY, INC. EMPLOYEES RETIREMENT PLAN [EIN = 560653356]
• UNITED WAY OF THE PLAINS PENSION PLAN [EIN = 480547688]
• UNITED WAY OF RACINE COUNTY, INC. 401(K) PLAN [EIN = 390806349]
• UNITED WAY OF THE BRAZOS VALLEY [EIN = 742020241]
• UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN [EIN = 590836384]
• UNITED WAY OF NORTH CENTRAL FLORIDA 403(B) PLAN [EIN = 580808855]
• UNITED WAY OF NORTH CENTRAL MA 401(K) PLAN [EIN = 042233021]
• UNITED WAY OF HOWARD COUNTY PENSION PLAN [EIN = 350877579]
• UNITED WAY OF THE INLAND VALLEYS DEFINED CONTRIBUTION PLAN [EIN = 951742174]
• UNITED WAY OF THE AURORA AREA 401K PLAN [EIN = 362195467]
• UNITED WAY OF CENTRAL MINNESOTA HRA TRUST [EIN = 261177266]
• UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN [EIN = 341083629]
• UNITED WAY OF UNION COUNTY MONEY PURCHASE PLAN [EIN = 710338355]
• UNITED WAY OF SIOUXLAND MPP PLAN [EIN = 263951407]
• UNITED WAY SERVICES SPONSORED GROUP INSURANCE PLAN [EIN = 346516654]
• UNITED WAY OF ROME & FLOYD COUNTY EMPLOYEE PLAN [EIN = 580665393]
• UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY LIFE IN SURANCE PLAN [EIN = 741272381]
• UNITED WAY OF KING COUNTY RETIREMENT PLAN [EIN = 910565555]
• UNITED WAY OF THE RIVER CITIES INC MEDICAL INSURANCE PREMIUM ONLY PLAN [EIN = 550384704]
• UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN [EIN = 620481461]
• UNITED WAY OF SIOUXLAND MPP PLAN [EIN = 420680395]
• UNITED WAY OF SIOUXLAND 401K P/S [EIN = 420680395]
• UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY SHORT TERM DISABILITY PLAN [EIN = 741272381]
• UNITED WAY OF CENTRAL INDIANA, INC. GROUP BENEFIT PLAN [EIN = 351007590]
• UNITED WAY OF GRATER KANSAS CITY GROUP LIFE [EIN = 440545812]
• UNITED WAY OF CONNECTICUT, INC. EMPLOYEE BENEFITS PLAN [EIN = 061084194]
• UNITED WAY ASSOCIATION OF SOUTH CAROLINA [EIN = 570515275]
• UNITED WAY ASSOCIATION OF SOUTH CAROLINA [EIN = 570515275]
• UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN [EIN = 346516654]
• UNITED WAY OF GREATER ST. LOUIS REIMBURSEMENT ACCOUNT PROGRAM [EIN = 430714167]
• UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN [EIN = 741167964]
• UNITED WAY OF GREATER CLEVELAND INSURANCE PLAN [EIN = 346516654]
• UNITED WAY ASSOCIATION OF SOUTH CAROLINA [EIN = 570515275]
• UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN [EIN = 160929038]
• UNITED WAY OF BUCKS COUNTY 401(K) PROFIT SHARING PLAN & TRUST [EIN = 231409706]
• UNITED WAY OF HANCOCK COUNTY SOCA BENEFIT PLAN [EIN = 346408694]
• UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST [EIN = 591143758]
• UNITED WAY ASSOCIATION OF SOUTH CAROLINA [EIN = 570515275]
• UNITED WAY ASSOCIATION OF SOUTH CAROLINA [EIN = 570515275]
• UNITED WAY OF GREATER ROCHESTER INC LIFE INSURANCE PLAN [EIN = 161015782]
• UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY DENTAL PLAN [EIN = 741272381]
• UNITED WAY OF THE BAY AREA HEALTH AND WELFARE PLAN [EIN = 941312348]
• UNITED WAY SERVICES OF GREATER CLEVELAND [EIN = 346516654]
• UNITED WAY OF KING COUNTY DENTAL, VISION & EAP [EIN = 910565555]
• UNITED WAY OF THE TEXAS GULF COAST CASH BALANCE PLAN [EIN = 741167964]
• UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN [EIN = 736053875]
• UNITED WAY CAFETERIA BENEFIT PLAN [EIN = 131635294]
• UNITED WAY WORLDWIDE EAP AND WORKLIFE SERVICES PLAN [EIN = 131635294]
• UNITED WAY OF PASSAIC COUNTY 401(K) PLAN [EIN = 226070498]
• UNITED WAY OF SANTA CRUZ COUNTY F5 401(A) [EIN = 941422471]
• UNITED WAY OF ASHLAND COUNTY SOCA BENEFIT PLAN [EIN = 346004364]
• UNITED WAY OF LICKING COUNTY SOCA BENEFIT PLAN [EIN = 314379455]
• UNITED WAY OF SOUTHWEST GEORGIA 403(B) PLAN [EIN = 580655156]
• UNITED WAY OF MISSOULA COUNTY 401K PLAN [EIN = 810287854]
• UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN [EIN = 231672348]
• UNITED WAY OF CASS-CLAY [EIN = 410810008]
• UNITED WAY TSA [EIN = 590737866]
• UNITED WAY OF PUEBLO COUNTY COLORADO [EIN = 840404917]
• UNITED WAY OF KOSCIUSKO COUNTY 403(B) PLAN [EIN = 351044331]
• UNITED WAY OF TRUMBULL COUNTY TAX DEFERRED ANNUITY PLAN [EIN = 341083929]
• UNITED WAY OF MASSACHUSETTS BAY, INC. GROUP HEALTH PLAN [EIN = 042382233]
• UNITED WAY OF JACKSON COUNTY TAX DEFERRED ANNUITY [EIN = 381368341]
• UNITED WAY OF GRANT COUNTY GROUP HEALTH TRUST [EIN = 350995975]
• UNITED WAY OF SIOUXLAND 401K P/S [EIN = 263615790]
• UNITED WAY OF DAVIS COUNTY 401K PROFIT SHARING PLAN [EIN = 870305686]
• UNITED WAY OF METROPOLITAN DALLAS HEALTH AND WELFARE PLAN [EIN = 766005352]
• UNITED WAY OF METROPOLITAN CHICAGO DC PLAN [EIN = 300200478]
• UNITED WAY OF THE UPPER OHIO VALLEY, INC. CBWV BENEFIT PLAN [EIN = 550479446]
• UNITED WAY OF GREENWOOD & ABBEVILLE COUNTIES 403 (B) PLAN [EIN = 576005943]
• UNITED WAY OF WAYNE AND HOLMES COUNTY INC. SOCA BENEFIT PLAN [EIN = 340946973]
• UNITED WAY OF WARREN COUNTY SOCA BENEFIT PLAN [EIN = 237132362]
• UNITED WAY OF LAKE COUNTY SOCA BENEFIT PLAN [EIN = 341105038]
• UNITED WAY OF GREATER LORAIN COUNTY SOCA BENEFIT PLAN [EIN = 341011104]
• UNITED WAY OF SANDUSKY CTY SOCA BENEFIT PLAN [EIN = 344479790]
• UNITED WAY OF YTOWN SOCA BENEFIT PLAN [EIN = 340714598]
• UNITED WAY OF THE CHATTAHOOCHEE VALLEY GCF BENEFIT PLAN [EIN = 580572434]
• UNITED WAY OF NORTHEAST GEORGIA GCF BENEFIT PLAN [EIN = 586008133]
• UNITED WAY OF SOUTHWEST GEORGIA GCF BENEFIT PLAN [EIN = 580655156]
• UNITED WAY OF KERN COUNTY INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 952274560]
• UNITED WAY OF CENTRAL INDIANA, INC. RETIREMENT PLAN [EIN = 351007590]
• UNITED WAY OF MONTEREY COUNTY 403(B) PLAN [EIN = 941322169]
• UNITED WAY OF SLO 403(B) PLAN [EIN = 953459538]
• UNITED WAY OF CENTRAL MARYLAND, INC HEALTH AND WELFARE PLAN [EIN = 521256292]
• UNITED WAY OF THE WABASH VALLEY CBIN BENEFIT PLAN [EIN = 351008531]
• UNITED WAY OF ST. JOHNS COUNTY 401(K) PLAN [EIN = 596018986]
• UNITED WAY OF NORTHERN NEW JERSEY [EIN = 221487247]
• UNITED WAY OF KNOX COUNTY INC. 401(K) PLAN [EIN = 314411236]
• UNITED WAY OF N CENTRAL OH SOCA BENEFIT PLAN [EIN = 310641236]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 590651076]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY ALLIANCE OF THE MID-OHIO VALLEY CBWV BENEFIT PLAN [EIN = 550403123]
• UNITED WAY OF SOUTHWESTERN INDIANA MEDOVA LIFESTYLE HEALTH PLAN [EIN = 350868069]
• UNITED WAY OF THE COASTAL EMPIRE GCF BENEFIT PLAN [EIN = 580623603]
• UNITED WAY OF SOUTHERN KENTUCKY INC CBS BENEFIT PLAN [EIN = 610590564]
• UNITED WAY OF THE OZARKS MCF BENEFIT PLAN [EIN = 440552047]
• UNITED WAY OF NE MINNESOTA RETIREMENT PLAN [EIN = 410908454]
• UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN [EIN = 150532073]
• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]

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