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EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 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).

401k Sponsoring company profile

UNITED WAY OF NORTHEAST FLORIDA, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF NORTHEAST FLORIDA, INC
Employer identification number (EIN):590637825
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF NORTHEAST FLORIDA, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1964-12-29
Company Identification Number: 708312
Legal Registered Office Address: 40 East Adams Street

JACKSONVILLE

32202

More information about UNITED WAY OF NORTHEAST FLORIDA, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MELANIE PATZ2023-10-12
0012021-01-01ROBIN ABBOTT2022-10-13 ROBIN ABBOTT2022-10-13
0012020-01-01ROBIN ABBOTT2021-09-30
0012019-01-01RICHARD BUTCHER2020-10-02
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PATRICIA KILGORE
0012011-01-01PATRICIA KILGORE
0012010-01-01PATRICIA KILGORE
0012009-01-01PATRICIA KILGORE
0012009-01-01PATRICIA KILGORE

Plan Statistics for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2022 401k membership
Market value of plan assets2022-12-313,391,323
Acturial value of plan assets2022-12-313,515,026
Funding target for retired participants and beneficiaries receiving payment2022-12-314,551
Number of terminated vested participants2022-12-3150
Fundng target for terminated vested participants2022-12-311,345,867
Active participant vested funding target2022-12-311,128,776
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-311,145,118
Total participant count2022-12-3169
Total funding target for all participants2022-12-312,495,536
Balance at beginning of prior year after applicable adjustments2022-12-31662,454
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,053,522
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-312,000
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31660,454
Amount remaining of prefunding balance2022-12-311,053,522
Present value of excess contributions2022-12-31142,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31150,243
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31667,059
Balance of prefunding at beginning of current year2022-12-311,064,057
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-317,355
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-317,355
Carryover balance elected to use to offset funding requirement2022-12-317,355
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2021 401k membership
Market value of plan assets2021-12-313,545,460
Acturial value of plan assets2021-12-313,664,720
Funding target for retired participants and beneficiaries receiving payment2021-12-314,701
Number of terminated vested participants2021-12-3152
Fundng target for terminated vested participants2021-12-311,236,077
Active participant vested funding target2021-12-311,296,301
Number of active participants2021-12-3121
Total funding liabilities for active participants2021-12-311,322,502
Total participant count2021-12-3174
Total funding target for all participants2021-12-312,563,280
Balance at beginning of prior year after applicable adjustments2021-12-31656,090
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,043,401
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31656,090
Amount remaining of prefunding balance2021-12-311,043,401
Present value of excess contributions2021-12-3182,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3187,013
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31662,454
Balance of prefunding at beginning of current year2021-12-311,053,522
Total employer contributions2021-12-31152,055
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31147,833
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,630
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,630
Carryover balance elected to use to offset funding requirement2021-12-312,000
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-315,630
Contributions allocatedtoward minimum required contributions for current year2021-12-31147,833
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2020 401k membership
Market value of plan assets2020-12-313,719,502
Acturial value of plan assets2020-12-313,837,963
Funding target for retired participants and beneficiaries receiving payment2020-12-314,987
Number of terminated vested participants2020-12-3153
Fundng target for terminated vested participants2020-12-311,332,048
Active participant vested funding target2020-12-311,391,933
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,427,939
Total participant count2020-12-3176
Total funding target for all participants2020-12-312,764,974
Balance at beginning of prior year after applicable adjustments2020-12-31643,794
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,023,846
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31643,794
Amount remaining of prefunding balance2020-12-311,023,846
Present value of excess contributions2020-12-31205,778
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31217,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31656,090
Balance of prefunding at beginning of current year2020-12-311,043,401
Total employer contributions2020-12-3184,475
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3182,438
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,700
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3182,438
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2019 401k membership
Market value of plan assets2019-12-314,832,737
Acturial value of plan assets2019-12-314,918,898
Funding target for retired participants and beneficiaries receiving payment2019-12-315,121
Number of terminated vested participants2019-12-3158
Fundng target for terminated vested participants2019-12-311,494,334
Active participant vested funding target2019-12-312,283,942
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-312,320,261
Total participant count2019-12-3185
Total funding target for all participants2019-12-313,819,716
Balance at beginning of prior year after applicable adjustments2019-12-31634,968
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,009,810
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31634,968
Amount remaining of prefunding balance2019-12-311,009,810
Present value of excess contributions2019-12-31160,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31169,459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31643,794
Balance of prefunding at beginning of current year2019-12-311,023,846
Total employer contributions2019-12-31219,635
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31213,613
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,835
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,835
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-317,835
Contributions allocatedtoward minimum required contributions for current year2019-12-31213,613
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2018 401k membership
Market value of plan assets2018-12-314,879,470
Acturial value of plan assets2018-12-314,849,183
Funding target for retired participants and beneficiaries receiving payment2018-12-315,259
Number of terminated vested participants2018-12-3163
Fundng target for terminated vested participants2018-12-311,345,257
Active participant vested funding target2018-12-312,575,831
Number of active participants2018-12-3130
Total funding liabilities for active participants2018-12-312,610,246
Total participant count2018-12-3194
Total funding target for all participants2018-12-313,960,762
Balance at beginning of prior year after applicable adjustments2018-12-31591,990
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31941,460
Amount remaining of carryover balance2018-12-31591,990
Amount remaining of prefunding balance2018-12-31941,460
Present value of excess contributions2018-12-315,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-316,331
Balance of carryovers at beginning of current year2018-12-31634,968
Balance of prefunding at beginning of current year2018-12-311,009,810
Total employer contributions2018-12-31174,072
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31168,514
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-318,420
Total funding amount beforereflecting carryover/prefunding balances2018-12-318,420
Additional cash requirement2018-12-318,420
Contributions allocatedtoward minimum required contributions for current year2018-12-31168,514
2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2017 401k membership
Market value of plan assets2017-12-314,721,414
Acturial value of plan assets2017-12-314,803,700
Funding target for retired participants and beneficiaries receiving payment2017-12-315,111
Number of terminated vested participants2017-12-3162
Fundng target for terminated vested participants2017-12-311,259,438
Active participant vested funding target2017-12-312,224,702
Number of active participants2017-12-3137
Total funding liabilities for active participants2017-12-312,297,338
Total participant count2017-12-31100
Total funding target for all participants2017-12-313,561,887
Balance at beginning of prior year after applicable adjustments2017-12-31552,952
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31879,376
Amount remaining of carryover balance2017-12-31552,952
Amount remaining of prefunding balance2017-12-31879,376
Present value of excess contributions2017-12-3152,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3155,543
Balance of carryovers at beginning of current year2017-12-31591,990
Balance of prefunding at beginning of current year2017-12-31941,460
Total employer contributions2017-12-31281,403
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31271,097
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31265,127
Total funding amount beforereflecting carryover/prefunding balances2017-12-31265,127
Additional cash requirement2017-12-31265,127
Contributions allocatedtoward minimum required contributions for current year2017-12-31271,097
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0195
2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2016 401k membership
Market value of plan assets2016-12-314,510,839
Acturial value of plan assets2016-12-314,720,248
Funding target for retired participants and beneficiaries receiving payment2016-12-315,190
Number of terminated vested participants2016-12-3188
Fundng target for terminated vested participants2016-12-311,315,655
Active participant vested funding target2016-12-311,965,508
Number of active participants2016-12-3142
Total funding liabilities for active participants2016-12-312,055,914
Total participant count2016-12-31131
Total funding target for all participants2016-12-313,376,759
Balance at beginning of prior year after applicable adjustments2016-12-31549,982
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31874,653
Amount remaining of carryover balance2016-12-31549,982
Amount remaining of prefunding balance2016-12-31874,653
Present value of excess contributions2016-12-31214,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31227,590
Balance of carryovers at beginning of current year2016-12-31552,952
Balance of prefunding at beginning of current year2016-12-31879,376
Total employer contributions2016-12-31295,036
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31287,102
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31234,816
Total funding amount beforereflecting carryover/prefunding balances2016-12-31234,816
Additional cash requirement2016-12-31234,816
Contributions allocatedtoward minimum required contributions for current year2016-12-31287,102
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01100
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2012 401k membership
Total participants, beginning-of-year2012-01-01155
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-0164
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-0165
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0184
Total of all active and inactive participants2010-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC

Measure Date Value
2017 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$313,243
Total unrealized appreciation/depreciation of assets2017-12-31$313,243
Total income from all sources (including contributions)2017-12-31$567,731
Total of all expenses incurred2017-12-31$460,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$437,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$230,265
Value of total assets at end of year2017-12-31$4,828,815
Value of total assets at beginning of year2017-12-31$4,721,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,276
Total interest from all sources2017-12-31$24,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$23,276
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$107,401
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,828,815
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,721,414
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,931,809
Interest earned on other investments2017-12-31$24,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,828,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$789,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$230,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$437,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
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 name2017-12-31PIVOT, CPAS
Accountancy firm EIN2017-12-31200708248
2016 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$309,313
Total unrealized appreciation/depreciation of assets2016-12-31$309,313
Total income from all sources (including contributions)2016-12-31$611,082
Total of all expenses incurred2016-12-31$400,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$372,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,036
Value of total assets at end of year2016-12-31$4,721,414
Value of total assets at beginning of year2016-12-31$4,510,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,020
Total interest from all sources2016-12-31$6,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$28,020
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$210,575
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,721,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,510,839
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,931,809
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,117,460
Interest earned on other investments2016-12-31$6,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$789,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$393,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$295,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$372,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
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 name2016-12-31PIVOT, CPAS
Accountancy firm EIN2016-12-31200708248
2015 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$21,281
Total unrealized appreciation/depreciation of assets2015-12-31$21,281
Total income from all sources (including contributions)2015-12-31$433,750
Total of all expenses incurred2015-12-31$1,853,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,824,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$409,359
Value of total assets at end of year2015-12-31$4,510,839
Value of total assets at beginning of year2015-12-31$5,930,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,459
Total interest from all sources2015-12-31$3,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$28,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,419,462
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,510,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,930,301
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,117,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,481,093
Interest earned on other investments2015-12-31$3,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$393,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,449,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$409,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,824,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
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 name2015-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2015-12-31200708248
2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$309,089
Total unrealized appreciation/depreciation of assets2014-12-31$309,089
Total income from all sources (including contributions)2014-12-31$875,236
Total of all expenses incurred2014-12-31$149,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$121,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$555,931
Value of total assets at end of year2014-12-31$5,930,301
Value of total assets at beginning of year2014-12-31$5,204,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,120
Total interest from all sources2014-12-31$10,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$28,120
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$725,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,930,301
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,204,857
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,481,093
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,216,074
Interest earned on other investments2014-12-31$10,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,449,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$988,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$555,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$121,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2014-12-31200708248
2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$775,930
Total unrealized appreciation/depreciation of assets2013-12-31$775,930
Total income from all sources (including contributions)2013-12-31$1,325,316
Total of all expenses incurred2013-12-31$965,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$924,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$541,855
Value of total assets at end of year2013-12-31$5,204,857
Value of total assets at beginning of year2013-12-31$4,845,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,390
Total interest from all sources2013-12-31$7,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$41,390
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$359,846
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,204,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,845,011
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
Value of interest in pooled separate accounts at end of year2013-12-31$4,216,074
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,149,900
Interest earned on other investments2013-12-31$7,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$988,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$695,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$541,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$924,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2013-12-31200708248
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$447,378
Total unrealized appreciation/depreciation of assets2012-12-31$447,378
Total income from all sources (including contributions)2012-12-31$996,816
Total of all expenses incurred2012-12-31$657,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$636,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$536,469
Value of total assets at end of year2012-12-31$4,845,011
Value of total assets at beginning of year2012-12-31$4,506,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,870
Total interest from all sources2012-12-31$12,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$21,870
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$338,850
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,845,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,506,161
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,149,900
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,566,053
Interest earned on other investments2012-12-31$12,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$695,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$940,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$536,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$636,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2012-12-31200708248
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$23,602
Total unrealized appreciation/depreciation of assets2011-12-31$23,602
Total income from all sources (including contributions)2011-12-31$636,595
Total of all expenses incurred2011-12-31$116,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$593,262
Value of total assets at end of year2011-12-31$4,506,161
Value of total assets at beginning of year2011-12-31$3,985,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,665
Total interest from all sources2011-12-31$19,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$38,665
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$520,356
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,506,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,985,805
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,566,053
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,049,189
Interest earned on other investments2011-12-31$19,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$940,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$936,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$593,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2011-12-31200708248
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$351,779
Total unrealized appreciation/depreciation of assets2010-12-31$351,779
Total income from all sources (including contributions)2010-12-31$1,094,728
Total of all expenses incurred2010-12-31$410,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$390,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$742,949
Value of total assets at end of year2010-12-31$3,985,805
Value of total assets at beginning of year2010-12-31$3,301,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$19,170
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$684,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,985,805
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,301,238
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,049,189
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,428,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$936,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$872,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$742,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$390,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31THE GRIGGS GROUP, CPAS
Accountancy firm EIN2010-12-31200708248

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC

2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered95
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees616
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered131
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1678
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered136
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $482
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees482
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered144
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,694
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1694
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $343
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTED JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered155
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $773
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052147-D
Policy instance 1
Insurance contract or identification number052147-D
Number of Individuals Covered153
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $560
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees181
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePAUL SCHOBERT

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