401k Plan data: EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY plan

EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY 401k Plan overview

Plan Name	EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY
Plan identification number	001

EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI 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

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

Plan Statistics for EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY

401k plan membership statisitcs for EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY

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

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

Form 5500 Responses for EMPLOYEE PENSION PLAN OF UNITED WAY OF SAN ANTONI AND BEXAR COUNTY

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

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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

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