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PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF UNITED WAY, 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY, INC.
Employer identification number (EIN):952274801
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01ELISE BUIK2022-04-12 ELISE BUIK2022-04-12
0012020-07-01ELISE BUIK2022-04-12
0012019-07-01ELISE BUIK2021-04-13 ELISE BUIK2021-04-13
0012018-07-01ELISE BUIK2020-03-30
0012017-07-01ELISE BUIK2019-04-10
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01ELISE BUIK
0012012-07-01MARIA WIEST
0012011-07-01MARIA WIEST
0012010-07-01MARIA WIEST
0012009-07-01MARIA WIEST

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2022 401k membership
Market value of plan assets2022-06-3021,478,289
Acturial value of plan assets2022-06-3021,478,289
Funding target for retired participants and beneficiaries receiving payment2022-06-304,191,986
Number of terminated vested participants2022-06-30106
Fundng target for terminated vested participants2022-06-305,796,433
Active participant vested funding target2022-06-303,316,244
Number of active participants2022-06-3046
Total funding liabilities for active participants2022-06-303,452,520
Total participant count2022-06-30213
Total funding target for all participants2022-06-3013,440,939
Balance at beginning of prior year after applicable adjustments2022-06-308,624,267
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-30417,427
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-308,206,840
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-3010,587,644
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30549,951
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30549,951
Carryover balance elected to use to offset funding requirement2022-06-30549,951
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01219
Total number of active participants reported on line 7a of the Form 55002021-07-0143
Number of retired or separated participants receiving benefits2021-07-0149
Number of other retired or separated participants entitled to future benefits2021-07-0199
Total of all active and inactive participants2021-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0110
Total participants2021-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-017
Market value of plan assets2021-06-3017,398,610
Acturial value of plan assets2021-06-3017,398,610
Funding target for retired participants and beneficiaries receiving payment2021-06-304,244,261
Number of terminated vested participants2021-06-30107
Fundng target for terminated vested participants2021-06-306,285,972
Active participant vested funding target2021-06-302,800,050
Number of active participants2021-06-3043
Total funding liabilities for active participants2021-06-302,923,401
Total participant count2021-06-30211
Total funding target for all participants2021-06-3013,453,634
Balance at beginning of prior year after applicable adjustments2021-06-309,079,484
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-30543,141
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-308,536,343
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-308,624,267
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30417,427
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30417,427
Carryover balance elected to use to offset funding requirement2021-06-30417,427
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01211
Total number of active participants reported on line 7a of the Form 55002020-07-0152
Number of retired or separated participants receiving benefits2020-07-0151
Number of other retired or separated participants entitled to future benefits2020-07-01106
Total of all active and inactive participants2020-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0110
Total participants2020-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
Market value of plan assets2020-06-3019,440,083
Acturial value of plan assets2020-06-3019,440,083
Funding target for retired participants and beneficiaries receiving payment2020-06-303,980,261
Number of terminated vested participants2020-06-30117
Fundng target for terminated vested participants2020-06-307,282,283
Active participant vested funding target2020-06-303,046,741
Number of active participants2020-06-3053
Total funding liabilities for active participants2020-06-303,199,156
Total participant count2020-06-30228
Total funding target for all participants2020-06-3014,461,700
Balance at beginning of prior year after applicable adjustments2020-06-309,158,302
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-30568,440
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-308,589,862
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-309,079,484
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30543,141
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30543,141
Carryover balance elected to use to offset funding requirement2020-06-30543,141
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01228
Total number of active participants reported on line 7a of the Form 55002019-07-0144
Number of retired or separated participants receiving benefits2019-07-0151
Number of other retired or separated participants entitled to future benefits2019-07-01106
Total of all active and inactive participants2019-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0110
Total participants2019-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0112
Market value of plan assets2019-06-3019,747,092
Acturial value of plan assets2019-06-3019,747,092
Funding target for retired participants and beneficiaries receiving payment2019-06-304,171,435
Number of terminated vested participants2019-06-30120
Fundng target for terminated vested participants2019-06-307,010,727
Active participant vested funding target2019-06-302,957,702
Number of active participants2019-06-3056
Total funding liabilities for active participants2019-06-303,115,228
Total participant count2019-06-30237
Total funding target for all participants2019-06-3014,297,390
Balance at beginning of prior year after applicable adjustments2019-06-309,083,204
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-30443,296
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-308,639,908
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-309,158,302
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30568,440
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30568,440
Carryover balance elected to use to offset funding requirement2019-06-30568,440
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01236
Total number of active participants reported on line 7a of the Form 55002018-07-0153
Number of retired or separated participants receiving benefits2018-07-0146
Number of other retired or separated participants entitled to future benefits2018-07-01117
Total of all active and inactive participants2018-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
Market value of plan assets2018-06-3021,165,634
Acturial value of plan assets2018-06-3021,165,634
Funding target for retired participants and beneficiaries receiving payment2018-06-303,273,912
Number of terminated vested participants2018-06-30127
Fundng target for terminated vested participants2018-06-307,677,063
Active participant vested funding target2018-06-303,074,269
Number of active participants2018-06-3055
Total funding liabilities for active participants2018-06-303,255,827
Total participant count2018-06-30243
Total funding target for all participants2018-06-3014,206,802
Balance at beginning of prior year after applicable adjustments2018-06-308,402,219
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-30463,049
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-307,939,170
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-309,083,204
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30443,296
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30443,296
Carryover balance elected to use to offset funding requirement2018-06-30443,296
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01243
Total number of active participants reported on line 7a of the Form 55002017-07-0155
Number of retired or separated participants receiving benefits2017-07-0151
Number of other retired or separated participants entitled to future benefits2017-07-01120
Total of all active and inactive participants2017-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0110
Total participants2017-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
Market value of plan assets2017-06-3019,434,145
Acturial value of plan assets2017-06-3019,434,145
Funding target for retired participants and beneficiaries receiving payment2017-06-303,270,133
Number of terminated vested participants2017-06-30124
Fundng target for terminated vested participants2017-06-306,552,111
Active participant vested funding target2017-06-303,394,026
Number of active participants2017-06-3065
Total funding liabilities for active participants2017-06-303,548,949
Total participant count2017-06-30250
Total funding target for all participants2017-06-3013,371,193
Balance at beginning of prior year after applicable adjustments2017-06-309,270,616
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-30469,716
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-308,800,900
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-308,402,219
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30463,049
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30463,049
Carryover balance elected to use to offset funding requirement2017-06-30463,049
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01250
Total number of active participants reported on line 7a of the Form 55002016-07-0155
Number of retired or separated participants receiving benefits2016-07-0151
Number of other retired or separated participants entitled to future benefits2016-07-01127
Total of all active and inactive participants2016-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0110
Total participants2016-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01262
Total number of active participants reported on line 7a of the Form 55002015-07-0164
Number of retired or separated participants receiving benefits2015-07-0152
Number of other retired or separated participants entitled to future benefits2015-07-01124
Total of all active and inactive participants2015-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-019
Total participants2015-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01263
Total number of active participants reported on line 7a of the Form 55002014-07-0173
Number of retired or separated participants receiving benefits2014-07-0153
Number of other retired or separated participants entitled to future benefits2014-07-01127
Total of all active and inactive participants2014-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-019
Total participants2014-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01266
Total number of active participants reported on line 7a of the Form 55002013-07-0170
Number of retired or separated participants receiving benefits2013-07-0156
Number of other retired or separated participants entitled to future benefits2013-07-01125
Total of all active and inactive participants2013-07-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0110
Total participants2013-07-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-018
2012: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01258
Total number of active participants reported on line 7a of the Form 55002012-07-0165
Number of retired or separated participants receiving benefits2012-07-0157
Number of other retired or separated participants entitled to future benefits2012-07-01127
Total of all active and inactive participants2012-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0110
Total participants2012-07-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
2011: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01271
Total number of active participants reported on line 7a of the Form 55002011-07-0159
Number of retired or separated participants receiving benefits2011-07-0157
Number of other retired or separated participants entitled to future benefits2011-07-01127
Total of all active and inactive participants2011-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0112
Total participants2011-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114
2010: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01279
Total number of active participants reported on line 7a of the Form 55002010-07-0168
Number of retired or separated participants receiving benefits2010-07-0158
Number of other retired or separated participants entitled to future benefits2010-07-01131
Total of all active and inactive participants2010-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0114
Total participants2010-07-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-018
2009: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01292
Total number of active participants reported on line 7a of the Form 55002009-07-0173
Number of retired or separated participants receiving benefits2009-07-0160
Number of other retired or separated participants entitled to future benefits2009-07-01132
Total of all active and inactive participants2009-07-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0113
Total participants2009-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0115

Financial Data on PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-939,400
Total unrealized appreciation/depreciation of assets2022-06-30$-939,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$34,141
Total income from all sources (including contributions)2022-06-30$-2,545,788
Total loss/gain on sale of assets2022-06-30$1,856,510
Total of all expenses incurred2022-06-30$2,670,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,488,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$16,258,343
Value of total assets at beginning of year2022-06-30$21,478,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$182,075
Total interest from all sources2022-06-30$274
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$382,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$362,571
Administrative expenses professional fees incurred2022-06-30$102,277
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$1,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$566
Other income not declared elsewhere2022-06-30$30,002
Administrative expenses (other) incurred2022-06-30$18,318
Liabilities. Value of operating payables at end of year2022-06-30$30,448
Liabilities. Value of operating payables at beginning of year2022-06-30$34,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,216,253
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,227,895
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$21,444,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$1,177,170
Assets. partnership/joint venture interests at beginning of year2022-06-30$1,555,473
Investment advisory and management fees2022-06-30$61,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,259,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$17,650,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$230,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$287,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$287,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,875,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Income. Dividends from common stock2022-06-30$19,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,488,390
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$2,589,840
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$1,984,342
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$6,356,513
Aggregate carrying amount (costs) on sale of assets2022-06-30$4,500,003
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2022-06-30952036255
2021 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-90,236
Total unrealized appreciation/depreciation of assets2021-06-30$-90,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$34,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$29,255
Total income from all sources (including contributions)2021-06-30$4,960,375
Total loss/gain on sale of assets2021-06-30$1,094,637
Total of all expenses incurred2021-06-30$884,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$694,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$21,478,289
Value of total assets at beginning of year2021-06-30$17,397,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$190,043
Total interest from all sources2021-06-30$72
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$280,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$265,460
Administrative expenses professional fees incurred2021-06-30$119,345
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Administrative expenses (other) incurred2021-06-30$17,513
Liabilities. Value of operating payables at end of year2021-06-30$34,141
Liabilities. Value of operating payables at beginning of year2021-06-30$29,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,075,664
Value of net assets at end of year (total assets less liabilities)2021-06-30$21,444,148
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,368,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$1,555,473
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$53,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$17,650,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,609,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$287,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$248,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$248,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,675,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Income. Dividends from common stock2021-06-30$14,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$694,668
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$1,984,342
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,539,396
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$8,832,597
Aggregate carrying amount (costs) on sale of assets2021-06-30$7,737,960
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2021-06-30952036255
2020 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-129,299
Total unrealized appreciation/depreciation of assets2020-06-30$-129,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$29,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$27,284
Total income from all sources (including contributions)2020-06-30$368,049
Total loss/gain on sale of assets2020-06-30$82,136
Total of all expenses incurred2020-06-30$2,409,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,230,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$17,397,739
Value of total assets at beginning of year2020-06-30$19,437,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$179,453
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$438,133
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$418,913
Administrative expenses professional fees incurred2020-06-30$74,123
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$18,240
Liabilities. Value of operating payables at end of year2020-06-30$29,255
Liabilities. Value of operating payables at beginning of year2020-06-30$27,284
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-2,041,656
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,368,484
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$19,410,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$50,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,609,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,411,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$248,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$379,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$379,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-22,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Income. Dividends from common stock2020-06-30$19,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,230,252
Contract administrator fees2020-06-30$36,920
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,539,396
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,646,427
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$818,967
Aggregate carrying amount (costs) on sale of assets2020-06-30$736,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2020-06-30952036255
2019 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-221,482
Total unrealized appreciation/depreciation of assets2019-06-30$-221,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$27,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$29,797
Total income from all sources (including contributions)2019-06-30$1,161,150
Total loss/gain on sale of assets2019-06-30$251,609
Total of all expenses incurred2019-06-30$1,464,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,286,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$19,437,424
Value of total assets at beginning of year2019-06-30$19,742,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$177,876
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$505,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$478,815
Administrative expenses professional fees incurred2019-06-30$62,905
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Administrative expenses (other) incurred2019-06-30$17,464
Liabilities. Value of operating payables at end of year2019-06-30$27,284
Liabilities. Value of operating payables at beginning of year2019-06-30$29,797
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-302,988
Value of net assets at end of year (total assets less liabilities)2019-06-30$19,410,140
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,713,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$57,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,411,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$17,235,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$379,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$253,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$253,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$625,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Income. Dividends from common stock2019-06-30$26,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,286,262
Contract administrator fees2019-06-30$40,367
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$1,646,427
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$2,254,358
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,326,338
Aggregate carrying amount (costs) on sale of assets2019-06-30$1,074,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2019-06-30952036255
2018 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-27,973
Total unrealized appreciation/depreciation of assets2018-06-30$-27,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$29,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$32,121
Total income from all sources (including contributions)2018-06-30$1,339,402
Total loss/gain on sale of assets2018-06-30$240,146
Total of all expenses incurred2018-06-30$2,755,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,551,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$19,742,925
Value of total assets at beginning of year2018-06-30$21,161,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$204,188
Total interest from all sources2018-06-30$2,991
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$403,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$378,028
Administrative expenses professional fees incurred2018-06-30$74,862
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$16,767
Liabilities. Value of operating payables at end of year2018-06-30$29,797
Liabilities. Value of operating payables at beginning of year2018-06-30$32,121
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-1,415,823
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,713,128
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$21,128,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$65,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$17,235,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,657,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$253,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$132,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$132,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$720,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Income. Dividends from common stock2018-06-30$25,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,551,037
Contract administrator fees2018-06-30$46,891
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$2,254,358
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$2,371,327
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,331,388
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,091,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2018-06-30952036255
2017 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$323,748
Total unrealized appreciation/depreciation of assets2017-06-30$323,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$32,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$26,283
Total income from all sources (including contributions)2017-06-30$2,799,445
Total loss/gain on sale of assets2017-06-30$102,829
Total of all expenses incurred2017-06-30$1,076,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$886,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$21,161,072
Value of total assets at beginning of year2017-06-30$19,432,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$190,573
Total interest from all sources2017-06-30$1,182
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$352,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$326,596
Administrative expenses professional fees incurred2017-06-30$68,546
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$15,936
Liabilities. Value of operating payables at end of year2017-06-30$32,121
Liabilities. Value of operating payables at beginning of year2017-06-30$26,283
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,722,733
Value of net assets at end of year (total assets less liabilities)2017-06-30$21,128,951
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$19,406,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$63,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,657,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,056,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$132,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$441,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$441,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,019,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Income. Dividends from common stock2017-06-30$25,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$886,139
Contract administrator fees2017-06-30$42,481
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$2,371,327
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,934,211
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$928,240
Aggregate carrying amount (costs) on sale of assets2017-06-30$825,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2017-06-30952036255
2016 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-430,342
Total unrealized appreciation/depreciation of assets2016-06-30$-430,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$26,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$31,470
Total income from all sources (including contributions)2016-06-30$-892,814
Total loss/gain on sale of assets2016-06-30$197,355
Total of all expenses incurred2016-06-30$1,956,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,772,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$19,432,501
Value of total assets at beginning of year2016-06-30$22,287,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$184,313
Total interest from all sources2016-06-30$338
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$358,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$333,835
Administrative expenses professional fees incurred2016-06-30$67,359
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$14,877
Liabilities. Value of operating payables at end of year2016-06-30$26,283
Liabilities. Value of operating payables at beginning of year2016-06-30$31,470
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,849,429
Value of net assets at end of year (total assets less liabilities)2016-06-30$19,406,218
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$22,255,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$62,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,056,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$19,576,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$441,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$453,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$453,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,019,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Income. Dividends from common stock2016-06-30$25,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,772,302
Contract administrator fees2016-06-30$39,933
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,934,211
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$2,257,191
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$915,618
Aggregate carrying amount (costs) on sale of assets2016-06-30$718,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2016-06-30952036255
2015 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-14,144
Total unrealized appreciation/depreciation of assets2015-06-30$-14,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$31,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$31,376
Total income from all sources (including contributions)2015-06-30$722,378
Total loss/gain on sale of assets2015-06-30$212,652
Total of all expenses incurred2015-06-30$1,108,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$931,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$22,287,117
Value of total assets at beginning of year2015-06-30$22,673,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$176,769
Total interest from all sources2015-06-30$35
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$481,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$453,887
Administrative expenses professional fees incurred2015-06-30$66,669
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$12,915
Liabilities. Value of operating payables at end of year2015-06-30$31,470
Liabilities. Value of operating payables at beginning of year2015-06-30$31,376
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-386,087
Value of net assets at end of year (total assets less liabilities)2015-06-30$22,255,647
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$22,641,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$67,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$19,576,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,106,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$453,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$344,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$344,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$42,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Income. Dividends from common stock2015-06-30$27,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$931,696
Contract administrator fees2015-06-30$29,256
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$2,257,191
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$2,222,172
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$760,579
Aggregate carrying amount (costs) on sale of assets2015-06-30$547,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2015-06-30952033625
2014 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$396,860
Total unrealized appreciation/depreciation of assets2014-06-30$396,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$31,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$27,221
Total income from all sources (including contributions)2014-06-30$3,514,489
Total loss/gain on sale of assets2014-06-30$162,838
Total of all expenses incurred2014-06-30$1,101,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$918,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$22,673,110
Value of total assets at beginning of year2014-06-30$20,256,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$183,592
Total interest from all sources2014-06-30$63
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$338,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$311,508
Administrative expenses professional fees incurred2014-06-30$64,717
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$10,878
Liabilities. Value of operating payables at end of year2014-06-30$31,376
Liabilities. Value of operating payables at beginning of year2014-06-30$27,221
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,412,830
Value of net assets at end of year (total assets less liabilities)2014-06-30$22,641,734
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$20,228,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$66,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$20,106,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$17,857,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$344,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$195,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$195,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,615,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Income. Dividends from common stock2014-06-30$27,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$918,067
Contract administrator fees2014-06-30$41,472
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$2,222,172
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$2,202,971
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$9,598,221
Aggregate carrying amount (costs) on sale of assets2014-06-30$9,435,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2014-06-30952033625
2013 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$346,154
Total unrealized appreciation/depreciation of assets2013-06-30$346,154
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$27,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$34,669
Total income from all sources (including contributions)2013-06-30$2,420,809
Total loss/gain on sale of assets2013-06-30$123,943
Total of all expenses incurred2013-06-30$636,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$470,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$20,256,125
Value of total assets at beginning of year2013-06-30$18,478,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$165,511
Total interest from all sources2013-06-30$42
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$439,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$393,074
Administrative expenses professional fees incurred2013-06-30$63,087
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$15,446
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$8,945
Liabilities. Value of operating payables at end of year2013-06-30$27,221
Liabilities. Value of operating payables at beginning of year2013-06-30$34,669
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,784,732
Value of net assets at end of year (total assets less liabilities)2013-06-30$20,228,904
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$18,444,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$54,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$17,857,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$16,356,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$195,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$279,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$279,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,511,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Income. Dividends from common stock2013-06-30$46,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$470,566
Contract administrator fees2013-06-30$38,722
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$2,202,971
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$1,827,685
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$3,118,253
Aggregate carrying amount (costs) on sale of assets2013-06-30$2,994,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2013-06-30952033625
2012 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-146,760
Total unrealized appreciation/depreciation of assets2012-06-30$-146,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$34,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$51,928
Total income from all sources (including contributions)2012-06-30$38,275
Total loss/gain on sale of assets2012-06-30$35,274
Total of all expenses incurred2012-06-30$994,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$819,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$18,478,841
Value of total assets at beginning of year2012-06-30$19,452,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$175,719
Total interest from all sources2012-06-30$71
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$411,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$387,710
Administrative expenses professional fees incurred2012-06-30$73,275
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$15,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$6,848
Other income not declared elsewhere2012-06-30$413
Administrative expenses (other) incurred2012-06-30$12,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-956,647
Value of net assets at end of year (total assets less liabilities)2012-06-30$18,444,172
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$19,400,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$50,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$16,356,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$16,888,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$279,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$514,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$514,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-262,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Income. Dividends from common stock2012-06-30$24,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$819,203
Contract administrator fees2012-06-30$39,945
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$1,827,685
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,042,971
Liabilities. Value of benefit claims payable at end of year2012-06-30$34,669
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$51,928
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$7,402,703
Aggregate carrying amount (costs) on sale of assets2012-06-30$7,367,429
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MILLER, KAPLAN, ARASE, LLP
Accountancy firm EIN2012-06-30952036255
2011 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$472,577
Total unrealized appreciation/depreciation of assets2011-06-30$472,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$51,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$33,094
Total income from all sources (including contributions)2011-06-30$3,711,314
Total loss/gain on sale of assets2011-06-30$171,724
Total of all expenses incurred2011-06-30$950,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$780,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$19,452,747
Value of total assets at beginning of year2011-06-30$16,672,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$169,234
Total interest from all sources2011-06-30$105
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$391,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$370,118
Administrative expenses professional fees incurred2011-06-30$87,727
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$6,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$50,844
Other income not declared elsewhere2011-06-30$1,727
Administrative expenses (other) incurred2011-06-30$9,730
Liabilities. Value of operating payables at end of year2011-06-30$51,928
Liabilities. Value of operating payables at beginning of year2011-06-30$33,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,761,135
Value of net assets at end of year (total assets less liabilities)2011-06-30$19,400,819
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$16,639,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$28,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$16,888,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$14,978,676
Interest earned on other investments2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$514,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$70,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$70,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,673,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Income. Dividends from common stock2011-06-30$21,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$780,945
Contract administrator fees2011-06-30$43,394
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,042,971
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,573,208
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,811,404
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,639,680
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-06-30952036255
2010 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC.

2021: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF UNITED WAY, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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