401k Plan data: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY plan

DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 401k Plan overview

Plan Name	DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
Plan identification number	004

DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Employer identification number (EIN): 231556045

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

Additional information about UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

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

Incorporation Date:

Company Identification Number: 0101022149

More information about UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-07-01 KAREN CLEARY 2018-03-05
004 2016-07-01 KAREN CLEARY
004 2015-07-01 KAREN CLEARY
004 2014-07-01 KAREN CLEARY
004 2013-07-01 KAREN CLEARY
004 2012-07-01 KAREN CLEARY
004 2011-07-01 LYNN GIARDINELLI
004 2009-07-01 KAREN CLEARY
004 2009-07-01 KAREN CLEARY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2017-07-01	KAREN CLEARY	2018-03-05
004	2016-07-01	KAREN CLEARY
004	2015-07-01	KAREN CLEARY
004	2014-07-01	KAREN CLEARY
004	2013-07-01	KAREN CLEARY
004	2012-07-01	KAREN CLEARY
004	2011-07-01	LYNN GIARDINELLI
004	2009-07-01	KAREN CLEARY
004	2009-07-01	KAREN CLEARY

Plan Statistics for DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Measure Date Value
2017: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2017 401k membership
Market value of plan assets 2017-06-30 6,172,392
Acturial value of plan assets 2017-06-30 6,008,532
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 3,100,676
Number of terminated vested participants 2017-06-30 75
Fundng target for terminated vested participants 2017-06-30 2,821,861
Active participant vested funding target 2017-06-30 567,574
Number of active participants 2017-06-30 6
Total funding liabilities for active participants 2017-06-30 567,574
Total participant count 2017-06-30 147
Total funding target for all participants 2017-06-30 6,490,111
Balance at beginning of prior year after applicable adjustments 2017-06-30 1,418,141
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 387,856
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 1,418,141
Amount remaining of prefunding balance 2017-06-30 387,856
Present value of excess contributions 2017-06-30 5,921
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 6,286
Balance of carryovers at beginning of current year 2017-06-30 1,576,264
Balance of prefunding at beginning of current year 2017-06-30 431,102
Total employer contributions 2017-06-30 3,304,898
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 3,137,562
Liquidity shortfalls end of Q1 2017-06-30 0
Liquidity shortfalls end of Q2 2017-06-30 0
Liquidity shortfalls end of Q3 2017-06-30 0
Liquidity shortfalls end of Q4 2017-06-30 0
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 142,000
Net shortfall amortization installment of oustanding balance 2017-06-30 2,488,945
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 405,458
Additional cash requirement 2017-06-30 405,458
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 3,137,562
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0
2016: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2016 401k membership
Total participants, beginning-of-year 2016-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of retired or separated participants receiving benefits 2016-07-01 76
Number of other retired or separated participants entitled to future benefits 2016-07-01 6
Total of all active and inactive participants 2016-07-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2015 401k membership
Total participants, beginning-of-year 2015-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 6
Number of retired or separated participants receiving benefits 2015-07-01 65
Number of other retired or separated participants entitled to future benefits 2015-07-01 73
Total of all active and inactive participants 2015-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2014 401k membership
Total participants, beginning-of-year 2014-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 7
Number of retired or separated participants receiving benefits 2014-07-01 62
Number of other retired or separated participants entitled to future benefits 2014-07-01 81
Total of all active and inactive participants 2014-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 7
Total participants 2014-07-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 11
Number of retired or separated participants receiving benefits 2013-07-01 59
Number of other retired or separated participants entitled to future benefits 2013-07-01 84
Total of all active and inactive participants 2013-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 7
Total participants 2013-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 210
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 15
Number of retired or separated participants receiving benefits 2012-07-01 89
Number of other retired or separated participants entitled to future benefits 2012-07-01 54
Total of all active and inactive participants 2012-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 7
Total participants 2012-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2011 401k membership
Total participants, beginning-of-year 2011-07-01 226
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 16
Number of retired or separated participants receiving benefits 2011-07-01 50
Number of other retired or separated participants entitled to future benefits 2011-07-01 137
Total of all active and inactive participants 2011-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 7
Total participants 2011-07-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2009 401k membership
Total participants, beginning-of-year 2009-07-01 267
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 24
Number of retired or separated participants receiving benefits 2009-07-01 34
Number of other retired or separated participants entitled to future benefits 2009-07-01 185
Total of all active and inactive participants 2009-07-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 6
Total participants 2009-07-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2017: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2017 401k membership
Market value of plan assets	2017-06-30	6,172,392
Acturial value of plan assets	2017-06-30	6,008,532
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	3,100,676
Number of terminated vested participants	2017-06-30	75
Fundng target for terminated vested participants	2017-06-30	2,821,861
Active participant vested funding target	2017-06-30	567,574
Number of active participants	2017-06-30	6
Total funding liabilities for active participants	2017-06-30	567,574
Total participant count	2017-06-30	147
Total funding target for all participants	2017-06-30	6,490,111
Balance at beginning of prior year after applicable adjustments	2017-06-30	1,418,141
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	387,856
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	1,418,141
Amount remaining of prefunding balance	2017-06-30	387,856
Present value of excess contributions	2017-06-30	5,921
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	6,286
Balance of carryovers at beginning of current year	2017-06-30	1,576,264
Balance of prefunding at beginning of current year	2017-06-30	431,102
Total employer contributions	2017-06-30	3,304,898
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	3,137,562
Liquidity shortfalls end of Q1	2017-06-30	0
Liquidity shortfalls end of Q2	2017-06-30	0
Liquidity shortfalls end of Q3	2017-06-30	0
Liquidity shortfalls end of Q4	2017-06-30	0
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	142,000
Net shortfall amortization installment of oustanding balance	2017-06-30	2,488,945
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	405,458
Additional cash requirement	2017-06-30	405,458
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	3,137,562
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0
2016: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2016 401k membership
Total participants, beginning-of-year	2016-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of retired or separated participants receiving benefits	2016-07-01	76
Number of other retired or separated participants entitled to future benefits	2016-07-01	6
Total of all active and inactive participants	2016-07-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2015 401k membership
Total participants, beginning-of-year	2015-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	6
Number of retired or separated participants receiving benefits	2015-07-01	65
Number of other retired or separated participants entitled to future benefits	2015-07-01	73
Total of all active and inactive participants	2015-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2014 401k membership
Total participants, beginning-of-year	2014-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	7
Number of retired or separated participants receiving benefits	2014-07-01	62
Number of other retired or separated participants entitled to future benefits	2014-07-01	81
Total of all active and inactive participants	2014-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	7
Total participants	2014-07-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	11
Number of retired or separated participants receiving benefits	2013-07-01	59
Number of other retired or separated participants entitled to future benefits	2013-07-01	84
Total of all active and inactive participants	2013-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	7
Total participants	2013-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	210
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	15
Number of retired or separated participants receiving benefits	2012-07-01	89
Number of other retired or separated participants entitled to future benefits	2012-07-01	54
Total of all active and inactive participants	2012-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	7
Total participants	2012-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2011 401k membership
Total participants, beginning-of-year	2011-07-01	226
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	16
Number of retired or separated participants receiving benefits	2011-07-01	50
Number of other retired or separated participants entitled to future benefits	2011-07-01	137
Total of all active and inactive participants	2011-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	7
Total participants	2011-07-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2009 401k membership
Total participants, beginning-of-year	2009-07-01	267
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	24
Number of retired or separated participants receiving benefits	2009-07-01	34
Number of other retired or separated participants entitled to future benefits	2009-07-01	185
Total of all active and inactive participants	2009-07-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	6
Total participants	2009-07-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

Measure	Date	Value
2017 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$-713,138
Total unrealized appreciation/depreciation of assets	2017-06-30	$-713,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$27,300
Total income from all sources (including contributions)	2017-06-30	$3,282,477
Total loss/gain on sale of assets	2017-06-30	$569,630
Total of all expenses incurred	2017-06-30	$9,284,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$9,037,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,304,898
Value of total assets at end of year	2017-06-30	$142,843
Value of total assets at beginning of year	2017-06-30	$6,172,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$247,253
Total interest from all sources	2017-06-30	$121,087
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-06-30	$0
Assets. Real estate other than employer real property at end of year	2017-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2017-06-30	$0
Administrative expenses professional fees incurred	2017-06-30	$134,800
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$6,462,295
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$43,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$53,736
Assets. Loans (other than to participants) at end of year	2017-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$27,300
Administrative expenses (other) incurred	2017-06-30	$66,283
Liabilities. Value of operating payables at end of year	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-6,002,248
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$142,843
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,145,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Assets. partnership/joint venture interests at end of year	2017-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$17,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,203,382
Value of interest in pooled separate accounts at end of year	2017-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$0
Value of interest in master investment trust accounts at end of year	2017-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2017-06-30	$0
Value of interest in common/collective trusts at end of year	2017-06-30	$0
Value of interest in common/collective trusts at beginning of year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$37,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$135,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$135,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$121,087
Assets. Value of investments in 103.12 investment entities at end of year	2017-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$0
Asset value of US Government securities at end of year	2017-06-30	$0
Asset value of US Government securities at beginning of year	2017-06-30	$1,660,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Assets. Value of employer real property at end of year	2017-06-30	$0
Assets. Value of employer real property at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$3,304,898
Employer contributions (assets) at end of year	2017-06-30	$61,615
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,575,177
Asset. Corporate debt instrument preferred debt at end of year	2017-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$3,119,034
Contract administrator fees	2017-06-30	$28,220
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$569,630
Liabilities. Value of acquisition indebtedness at end of year	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BDO USA, LLP
Accountancy firm EIN	2017-06-30	135381590
2016 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$27,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$29,853
Total income from all sources (including contributions)	2016-06-30	$1,027,079
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,225,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,097,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$365,000
Value of total assets at end of year	2016-06-30	$6,172,391
Value of total assets at beginning of year	2016-06-30	$6,373,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$127,509
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Assets. Real estate other than employer real property at end of year	2016-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2016-06-30	$0
Administrative expenses professional fees incurred	2016-06-30	$52,973
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$53,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$58,573
Assets. Loans (other than to participants) at end of year	2016-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$27,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$29,853
Administrative expenses (other) incurred	2016-06-30	$54,261
Liabilities. Value of operating payables at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-198,139
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,145,091
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,343,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Assets. partnership/joint venture interests at end of year	2016-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,203,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,514,145
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Value of interest in master investment trust accounts at end of year	2016-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2016-06-30	$0
Value of interest in common/collective trusts at end of year	2016-06-30	$0
Value of interest in common/collective trusts at beginning of year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$135,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$116,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$116,397
Assets. Value of investments in 103.12 investment entities at end of year	2016-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-06-30	$0
Asset value of US Government securities at end of year	2016-06-30	$1,660,603
Asset value of US Government securities at beginning of year	2016-06-30	$1,790,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$662,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Assets. Value of employer real property at end of year	2016-06-30	$0
Assets. Value of employer real property at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$365,000
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,097,709
Asset. Corporate debt instrument preferred debt at end of year	2016-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$3,119,034
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$2,893,209
Contract administrator fees	2016-06-30	$20,275
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BDO USA, LLP
Accountancy firm EIN	2016-06-30	135381590
2015 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$29,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$29,617
Total income from all sources (including contributions)	2015-06-30	$533,872
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$786,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$671,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$360,000
Value of total assets at end of year	2015-06-30	$6,373,083
Value of total assets at beginning of year	2015-06-30	$6,625,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$114,961
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Assets. Real estate other than employer real property at end of year	2015-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2015-06-30	$0
Administrative expenses professional fees incurred	2015-06-30	$57,853
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$58,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$56,616
Assets. Loans (other than to participants) at end of year	2015-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$29,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$29,617
Administrative expenses (other) incurred	2015-06-30	$35,945
Liabilities. Value of operating payables at end of year	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-252,209
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,343,230
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,595,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,514,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,688,070
Value of interest in master investment trust accounts at end of year	2015-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2015-06-30	$0
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$116,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$257,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$257,767
Assets. Value of investments in 103.12 investment entities at end of year	2015-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-06-30	$0
Asset value of US Government securities at end of year	2015-06-30	$1,790,759
Asset value of US Government securities at beginning of year	2015-06-30	$1,822,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$173,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Invements in employer securities at beginning of year	2015-06-30	$0
Assets. Value of employer real property at end of year	2015-06-30	$0
Assets. Value of employer real property at beginning of year	2015-06-30	$0
Contributions received in cash from employer	2015-06-30	$360,000
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$671,120
Asset. Corporate debt instrument preferred debt at end of year	2015-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$2,893,209
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$2,800,003
Contract administrator fees	2015-06-30	$21,163
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BDO USA, LLP
Accountancy firm EIN	2015-06-30	135381590
2014 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$578,769
Total unrealized appreciation/depreciation of assets	2014-06-30	$578,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$29,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$14,061
Total income from all sources (including contributions)	2014-06-30	$1,054,978
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$528,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$424,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$267,177
Value of total assets at end of year	2014-06-30	$6,625,056
Value of total assets at beginning of year	2014-06-30	$6,083,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$104,189
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$209,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Assets. Real estate other than employer real property at end of year	2014-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2014-06-30	$0
Administrative expenses professional fees incurred	2014-06-30	$59,617
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$56,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$56,066
Assets. Loans (other than to participants) at end of year	2014-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$29,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$14,061
Administrative expenses (other) incurred	2014-06-30	$25,812
Liabilities. Value of operating payables at end of year	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$526,272
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$6,595,439
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,069,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$18,760
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,688,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,706,326
Value of interest in master investment trust accounts at end of year	2014-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$0
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest in common/collective trusts at beginning of year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$257,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$169,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$169,564
Assets. Value of investments in 103.12 investment entities at end of year	2014-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-06-30	$0
Asset value of US Government securities at end of year	2014-06-30	$1,822,600
Asset value of US Government securities at beginning of year	2014-06-30	$1,743,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Assets. Value of employer real property at end of year	2014-06-30	$0
Assets. Value of employer real property at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$267,177
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$62,823
Income. Dividends from common stock	2014-06-30	$209,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$424,517
Asset. Corporate debt instrument preferred debt at end of year	2014-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$2,800,003
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$2,344,938
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BDO USA, LLP
Accountancy firm EIN	2014-06-30	135381590
2013 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$-173,087
Total unrealized appreciation/depreciation of assets	2013-06-30	$-173,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$14,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$10,850
Total income from all sources (including contributions)	2013-06-30	$210,803
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,365,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,241,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$162,823
Value of total assets at end of year	2013-06-30	$6,083,228
Value of total assets at beginning of year	2013-06-30	$7,235,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$124,715
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$221,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Assets. Real estate other than employer real property at end of year	2013-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2013-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$56,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$64,251
Assets. Loans (other than to participants) at end of year	2013-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$14,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$10,850
Administrative expenses (other) incurred	2013-06-30	$103,150
Liabilities. Value of operating payables at end of year	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-1,155,175
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,069,167
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,224,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Assets. partnership/joint venture interests at end of year	2013-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$21,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,706,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,668,531
Value of interest in master investment trust accounts at end of year	2013-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2013-06-30	$0
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest in common/collective trusts at beginning of year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$169,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$201,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$201,107
Assets. Value of investments in 103.12 investment entities at end of year	2013-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-06-30	$0
Asset value of US Government securities at end of year	2013-06-30	$1,743,511
Asset value of US Government securities at beginning of year	2013-06-30	$2,469,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$0
Assets. Invements in employer securities at beginning of year	2013-06-30	$0
Assets. Value of employer real property at end of year	2013-06-30	$0
Assets. Value of employer real property at beginning of year	2013-06-30	$0
Contributions received in cash from employer	2013-06-30	$162,823
Employer contributions (assets) at end of year	2013-06-30	$62,823
Employer contributions (assets) at beginning of year	2013-06-30	$250,000
Income. Dividends from common stock	2013-06-30	$221,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,241,263
Asset. Corporate debt instrument preferred debt at end of year	2013-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$2,344,938
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$2,582,154
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MILLIGAN & COMPANY, LLC
Accountancy firm EIN	2013-06-30	233010968
2012 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$444,908
Total unrealized appreciation/depreciation of assets	2012-06-30	$444,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$10,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$12,328
Total income from all sources (including contributions)	2012-06-30	$908,496
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$705,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$625,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$250,000
Value of total assets at end of year	2012-06-30	$7,235,192
Value of total assets at beginning of year	2012-06-30	$7,033,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$79,628
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$213,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Assets. Real estate other than employer real property at end of year	2012-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2012-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$64,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$49,593
Assets. Loans (other than to participants) at end of year	2012-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$10,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$12,328
Administrative expenses (other) incurred	2012-06-30	$59,475
Liabilities. Value of operating payables at end of year	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Total non interest bearing cash at end of year	2012-06-30	$0
Total non interest bearing cash at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$203,404
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,224,342
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$7,020,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Assets. partnership/joint venture interests at end of year	2012-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$20,153
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,668,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,333,737
Value of interest in master investment trust accounts at end of year	2012-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2012-06-30	$0
Value of interest in common/collective trusts at end of year	2012-06-30	$0
Value of interest in common/collective trusts at beginning of year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$201,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$665,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$665,420
Assets. Value of investments in 103.12 investment entities at end of year	2012-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-06-30	$0
Asset value of US Government securities at end of year	2012-06-30	$2,469,149
Asset value of US Government securities at beginning of year	2012-06-30	$1,991,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Assets. Invements in employer securities at end of year	2012-06-30	$0
Assets. Invements in employer securities at beginning of year	2012-06-30	$0
Assets. Value of employer real property at end of year	2012-06-30	$0
Assets. Value of employer real property at beginning of year	2012-06-30	$0
Contributions received in cash from employer	2012-06-30	$250,000
Employer contributions (assets) at end of year	2012-06-30	$250,000
Employer contributions (assets) at beginning of year	2012-06-30	$250,000
Income. Dividends from common stock	2012-06-30	$213,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$625,464
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$2,582,154
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$1,743,217
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MILLIGAN & COMPANY, LLC
Accountancy firm EIN	2012-06-30	233010968
2011 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$907,231
Total unrealized appreciation/depreciation of assets	2011-06-30	$907,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$12,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$26,144
Total income from all sources (including contributions)	2011-06-30	$1,318,312
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$761,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$683,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$250,000
Value of total assets at end of year	2011-06-30	$7,033,266
Value of total assets at beginning of year	2011-06-30	$6,490,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$78,678
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$161,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Assets. Real estate other than employer real property at end of year	2011-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2011-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$49,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$22,605
Assets. Loans (other than to participants) at end of year	2011-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2011-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$12,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$26,144
Administrative expenses (other) incurred	2011-06-30	$56,323
Liabilities. Value of operating payables at end of year	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$0
Total non interest bearing cash at end of year	2011-06-30	$0
Total non interest bearing cash at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$556,623
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,020,938
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,464,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Assets. partnership/joint venture interests at end of year	2011-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2011-06-30	$0
Investment advisory and management fees	2011-06-30	$22,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,333,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,235,157
Value of interest in master investment trust accounts at end of year	2011-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2011-06-30	$0
Value of interest in common/collective trusts at end of year	2011-06-30	$0
Value of interest in common/collective trusts at beginning of year	2011-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$665,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$101,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$101,661
Assets. Value of investments in 103.12 investment entities at end of year	2011-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-06-30	$0
Asset value of US Government securities at end of year	2011-06-30	$1,991,299
Asset value of US Government securities at beginning of year	2011-06-30	$1,646,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Assets. Invements in employer securities at end of year	2011-06-30	$0
Assets. Invements in employer securities at beginning of year	2011-06-30	$0
Assets. Value of employer real property at end of year	2011-06-30	$0
Assets. Value of employer real property at beginning of year	2011-06-30	$0
Contributions received in cash from employer	2011-06-30	$250,000
Employer contributions (assets) at end of year	2011-06-30	$250,000
Employer contributions (assets) at beginning of year	2011-06-30	$250,000
Income. Dividends from common stock	2011-06-30	$161,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$683,011
Asset. Corporate debt instrument preferred debt at end of year	2011-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$1,743,217
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$755,635
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$2,478,450
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2011-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MILLIGAN & COMPANY, LLC
Accountancy firm EIN	2011-06-30	233010968
2010 : DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

2016: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
Employer identification number (EIN):	231556045
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:	0101022149