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Plan Name | EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY |
Employer identification number (EIN): | 741272381 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1955-04-13 |
Company Identification Number: | 0012530401 |
Legal Registered Office Address: |
PO BOX 898 SAN ANTONIO United States of America (USA) 78293 |
More information about UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-07-01 | EDWARD H. GUERRA | 2017-10-31 | ||
001 | 2015-07-01 | EDWARD H. GUERRA | 2017-01-25 | ||
001 | 2014-07-01 | SUZANNE KOPATZ | 2015-12-21 | ||
001 | 2013-07-01 | SUZANNE KOPATZ | 2015-04-13 | ||
001 | 2012-07-01 | SUZANNE KOPATZ | 2014-03-04 | ||
001 | 2011-07-01 | SUZANNE KOPATZ | 2013-02-25 | ||
001 | 2010-07-01 | LYNDON HERRIDGE | 2012-04-16 | LYNDON HERRIDGE | 2012-04-16 |
001 | 2009-07-01 | LYNDON HERRIDGE | 2011-03-30 | ||
001 | 2009-07-01 | LYNDON HERRIDGE |
Measure | Date | Value |
---|---|---|
2017: EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY 2017 401k membership | ||
Market value of plan assets | 2017-03-31 | 12,451,909 |
Acturial value of plan assets | 2017-03-31 | 13,382,463 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 0 |
Number of terminated vested participants | 2017-03-31 | 102 |
Fundng target for terminated vested participants | 2017-03-31 | 7,344,359 |
Active participant vested funding target | 2017-03-31 | 0 |
Number of active participants | 2017-03-31 | 0 |
Total funding liabilities for active participants | 2017-03-31 | 0 |
Total participant count | 2017-03-31 | 102 |
Total funding target for all participants | 2017-03-31 | 7,344,359 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 1,856,985 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
Amount remaining of carryover balance | 2017-03-31 | 1,856,985 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 1,986,986 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 2,112,564 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 1,864,227 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 0 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 17,110 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 0 |
Waiver amortization installment | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2009: EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 65 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 46 |
Total of all active and inactive participants | 2009-07-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
2009: EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY 2009 form 5500 responses | ||
---|---|---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |