Logo

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

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

EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNITED WAY SUNCOAST, INC.
Employer identification number (EIN):593725701
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about UNITED WAY SUNCOAST, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-05-30
Company Identification Number: N01000003742
Legal Registered Office Address: 5201 WEST KENNEDY BLVD

TAMPA

33609

More information about UNITED WAY SUNCOAST, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LISA IANNIZOTO
0012011-01-01LISA IANNIZOTO
0012010-01-01LISA IANNIZOTO
0012009-01-01PAMELA REEDER

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC

Measure Date Value
2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2014 401k financial data
Total income from all sources2014-12-31$272,580
Expenses. Total of all expenses incurred2014-12-31$23,059
Benefits paid (including direct rollovers)2014-12-31$7,930
Total plan assets at end of year2014-12-31$1,662,256
Total plan assets at beginning of year2014-12-31$1,412,735
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$7,185
Other income received2014-12-31$22,580
Net income (gross income less expenses)2014-12-31$249,521
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,662,256
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,412,735
Total contributions received or receivable from employer(s)2014-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,944
2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2013 401k financial data
Total income from all sources2013-12-31$120,277
Expenses. Total of all expenses incurred2013-12-31$273,763
Benefits paid (including direct rollovers)2013-12-31$249,678
Total plan assets at end of year2013-12-31$1,412,735
Total plan assets at beginning of year2013-12-31$1,566,221
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$16,065
Other income received2013-12-31$24,277
Net income (gross income less expenses)2013-12-31$-153,486
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,412,735
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,566,221
Total contributions received or receivable from employer(s)2013-12-31$96,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,020
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2012 401k financial data
Total income from all sources2012-12-31$145,559
Expenses. Total of all expenses incurred2012-12-31$234,943
Benefits paid (including direct rollovers)2012-12-31$218,366
Total plan assets at end of year2012-12-31$1,566,221
Total plan assets at beginning of year2012-12-31$1,655,605
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$8,485
Other income received2012-12-31$30,559
Net income (gross income less expenses)2012-12-31$-89,384
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,566,221
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,655,605
Total contributions received or receivable from employer(s)2012-12-31$115,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,092
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2011 401k financial data
Total income from all sources2011-12-31$34,435
Expenses. Total of all expenses incurred2011-12-31$121,104
Benefits paid (including direct rollovers)2011-12-31$104,103
Total plan assets at end of year2011-12-31$1,655,605
Total plan assets at beginning of year2011-12-31$1,742,274
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$34,435
Net income (gross income less expenses)2011-12-31$-86,669
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,655,605
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,742,274
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$17,001
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2010 401k financial data
Total income from all sources2010-12-31$56,672
Expenses. Total of all expenses incurred2010-12-31$413,123
Benefits paid (including direct rollovers)2010-12-31$394,311
Total plan assets at end of year2010-12-31$1,742,274
Total plan assets at beginning of year2010-12-31$2,098,725
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$56,672
Net income (gross income less expenses)2010-12-31$-356,451
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,742,274
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,098,725
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,812
2009 : EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, 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
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, 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
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, 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
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY SUNCOAST, 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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number005965-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050193-A
Policy instance 3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050664-C
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055965-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050664-C
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050193-A
Policy instance 3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055965-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050193-A
Policy instance 3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050664-C
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055-965-I-04
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-664-C-03
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-193-A-03
Policy instance 3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055-965-I-04
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-664-C-03
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050-193-A-03
Policy instance 3

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1