401k Plan data: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B plan

UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 401k Plan overview

Plan Name	UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B
Plan identification number	002

UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 OF NORTH ESSEX has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF NORTH ESSEX

Employer identification number (EIN): 221772825

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF NORTH ESSEX

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0900064926

More information about UNITED WAY OF NORTH ESSEX

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 BONNIE O'NEILL 2015-01-28
002 2011-01-01 BONNIE O'NEILL 2015-01-28
002 2010-01-01 CYNTHIA VILLAROSA
002 2009-01-01 CYNTHIA VILLAROSA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2012-01-01	BONNIE O'NEILL	2015-01-28
002	2011-01-01	BONNIE O'NEILL	2015-01-28
002	2010-01-01	CYNTHIA VILLAROSA
002	2009-01-01	CYNTHIA VILLAROSA

Plan Statistics for UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B

401k plan membership statisitcs for UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B

Measure Date Value
2010: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2010: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B

Measure	Date	Value
2010 : UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2010 401k financial data
Total income from all sources	2010-12-31	$30,820
Expenses. Total of all expenses incurred	2010-12-31	$118,347
Benefits paid (including direct rollovers)	2010-12-31	$118,275
Total plan assets at end of year	2010-12-31	$191,599
Total plan assets at beginning of year	2010-12-31	$279,126
Other income received	2010-12-31	$14,220
Net income (gross income less expenses)	2010-12-31	$-87,527
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$191,599
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$279,126
Total contributions received or receivable from employer(s)	2010-12-31	$16,600
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$72
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$16,600
Amount contributed by the employer to the plan for this plan year	2010-12-31	$16,600
2009 : UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$18,980
Amount contributed by the employer to the plan for this plan year	2009-12-31	$18,980

Form 5500 Responses for UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B

2010: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: UNITED WAY OF NORTH ESSEX TAX DEFERRED ANNUITY PLAN 403B 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052155-C

Policy instance

Insurance contract or identification number	052155-C
Number of Individuals Covered	6
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA LIFE INSURANCE CO

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Company Name:	UNITED WAY OF NORTH ESSEX
Employer identification number (EIN):	221772825
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0900064926