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THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 401k Plan overview

Plan NameTHE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI
Plan identification number 333

THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Life insurance

401k Sponsoring company profile

UNITED WAY OF GREATER RICHMOND & PETERSBURG has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER RICHMOND & PETERSBURG
Employer identification number (EIN):237375346
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF GREATER RICHMOND & PETERSBURG

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-07-01
Company Identification Number: 0153686
Legal Registered Office Address: PO BOX 11807

RICHMOND
United States of America (USA)
23230

More information about UNITED WAY OF GREATER RICHMOND & PETERSBURG

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332019-01-01
3332018-01-01
3332017-01-01DANIEL KEARNS DANIEL KEARNS2018-10-12
3332016-01-01DANIEL KEARNS DANIEL KEARNS2017-10-16
3332015-01-01DANIEL KEARNS DANIEL KEARNS2016-10-14
3332014-01-01MICHAEL HURLEY MICHAEL HURLEY2015-10-15
3332014-01-01MICHAEL HURLEY MICHAEL HURLEY2015-10-14
3332013-01-01VALORIE PHARR VALORIE PHARR2014-10-10
3332012-01-01LAURA MELOY LAURA MELOY2013-10-15
3332011-01-01LAURA MELOY LAURA MELOY2012-10-22
3332009-01-01LAURA MELOY
3332009-01-01 LAURA MELOY2010-10-15
3332009-01-01LAURA MELOY

Plan Statistics for THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

401k plan membership statisitcs for THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

Measure Date Value
2022: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2022 401k membership
Total participants, beginning-of-year2022-01-01873
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2021 401k membership
Market value of plan assets2021-12-3135,490,126
Acturial value of plan assets2021-12-3132,803,631
Funding target for retired participants and beneficiaries receiving payment2021-12-3120,529,691
Number of terminated vested participants2021-12-31369
Fundng target for terminated vested participants2021-12-318,228,059
Active participant vested funding target2021-12-315,085,010
Number of active participants2021-12-3189
Total funding liabilities for active participants2021-12-315,085,010
Total participant count2021-12-31902
Total funding target for all participants2021-12-3133,842,760
Total employer contributions2021-12-311,310,365
Total employee contributions2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01895
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-01410
Number of other retired or separated participants entitled to future benefits2021-01-01357
Total of all active and inactive participants2021-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-01871
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2020 401k membership
Market value of plan assets2020-12-3136,470,455
Acturial value of plan assets2020-12-3135,085,960
Funding target for retired participants and beneficiaries receiving payment2020-12-3119,741,255
Number of terminated vested participants2020-12-31589
Fundng target for terminated vested participants2020-12-3111,780,727
Active participant vested funding target2020-12-315,603,978
Number of active participants2020-12-31103
Total funding liabilities for active participants2020-12-315,603,978
Total participant count2020-12-311,122
Total funding target for all participants2020-12-3137,125,960
Total employer contributions2020-12-311,405,641
Total employee contributions2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-011,110
Total number of active participants reported on line 7a of the Form 55002020-01-0189
Number of retired or separated participants receiving benefits2020-01-01415
Number of other retired or separated participants entitled to future benefits2020-01-01372
Total of all active and inactive participants2020-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-01905
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2019 401k membership
Market value of plan assets2019-12-3132,559,967
Acturial value of plan assets2019-12-3134,386,931
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,892,608
Number of terminated vested participants2019-12-31601
Fundng target for terminated vested participants2019-12-3111,754,188
Active participant vested funding target2019-12-315,739,343
Number of active participants2019-12-31121
Total funding liabilities for active participants2019-12-315,739,343
Total participant count2019-12-311,132
Total funding target for all participants2019-12-3136,386,139
Total employer contributions2019-12-31462,686
Total employee contributions2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-011,130
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-01401
Number of other retired or separated participants entitled to future benefits2019-01-01587
Total of all active and inactive participants2019-01-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0127
Total participants2019-01-011,118
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2018 401k membership
Market value of plan assets2018-12-3135,351,751
Acturial value of plan assets2018-12-3133,640,031
Funding target for retired participants and beneficiaries receiving payment2018-12-3116,505,784
Number of terminated vested participants2018-12-31617
Fundng target for terminated vested participants2018-12-3112,668,645
Active participant vested funding target2018-12-316,386,888
Number of active participants2018-12-31144
Total funding liabilities for active participants2018-12-316,386,888
Total participant count2018-12-311,147
Total funding target for all participants2018-12-3135,561,317
Total employer contributions2018-12-311,423,714
Total employee contributions2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-011,140
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Number of retired or separated participants receiving benefits2018-01-01389
Number of other retired or separated participants entitled to future benefits2018-01-01597
Total of all active and inactive participants2018-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-011,128
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2017 401k membership
Market value of plan assets2017-12-3131,547,532
Acturial value of plan assets2017-12-3132,163,573
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,450,206
Number of terminated vested participants2017-12-31638
Fundng target for terminated vested participants2017-12-3112,074,171
Active participant vested funding target2017-12-316,595,547
Number of active participants2017-12-31158
Total funding liabilities for active participants2017-12-316,595,547
Total participant count2017-12-311,160
Total funding target for all participants2017-12-3133,119,924
Total employer contributions2017-12-311,568,551
Total employee contributions2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-011,155
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-01364
Number of other retired or separated participants entitled to future benefits2017-01-01614
Total of all active and inactive participants2017-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-011,144
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2016 401k membership
Market value of plan assets2016-12-3130,602,276
Acturial value of plan assets2016-12-3132,188,767
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,930,756
Number of terminated vested participants2016-12-31643
Fundng target for terminated vested participants2016-12-3110,008,493
Active participant vested funding target2016-12-318,147,823
Number of active participants2016-12-31179
Total funding liabilities for active participants2016-12-318,147,823
Total participant count2016-12-311,164
Total funding target for all participants2016-12-3131,087,072
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,316,476
Total employee contributions2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-011,168
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-01342
Number of other retired or separated participants entitled to future benefits2016-01-01637
Total of all active and inactive participants2016-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-011,158
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2015 401k membership
Total participants, beginning-of-year2015-01-011,168
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-01323
Number of other retired or separated participants entitled to future benefits2015-01-01642
Total of all active and inactive participants2015-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-011,166
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2014 401k membership
Total participants, beginning-of-year2014-01-011,177
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-01313
Number of other retired or separated participants entitled to future benefits2014-01-01637
Total of all active and inactive participants2014-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-011,172
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2013 401k membership
Total participants, beginning-of-year2013-01-011,177
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-01284
Number of other retired or separated participants entitled to future benefits2013-01-01631
Total of all active and inactive participants2013-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-011,170
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2012 401k membership
Total participants, beginning-of-year2012-01-011,183
Total number of active participants reported on line 7a of the Form 55002012-01-01266
Number of retired or separated participants receiving benefits2012-01-01250
Number of other retired or separated participants entitled to future benefits2012-01-01627
Total of all active and inactive participants2012-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-011,165
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2011 401k membership
Total participants, beginning-of-year2011-01-011,242
Total number of active participants reported on line 7a of the Form 55002011-01-01290
Number of retired or separated participants receiving benefits2011-01-01234
Number of other retired or separated participants entitled to future benefits2011-01-01646
Total of all active and inactive participants2011-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-011,192
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2009 401k membership
Total participants, beginning-of-year2009-01-011,278
Total number of active participants reported on line 7a of the Form 55002009-01-01421
Number of retired or separated participants receiving benefits2009-01-01175
Number of other retired or separated participants entitled to future benefits2009-01-01658
Total of all active and inactive participants2009-01-011,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0127
Total participants2009-01-011,281
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110
Number of employers contributing to the scheme2009-01-010

Financial Data on THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

Measure Date Value
2022 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-21$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-21$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-21$0
Total income from all sources (including contributions)2022-10-21$-7,401
Total loss/gain on sale of assets2022-10-21$0
Total of all expenses incurred2022-10-21$37,425,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-21$36,985,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-21$4,341,570
Value of total assets at end of year2022-10-21$0
Value of total assets at beginning of year2022-10-21$37,432,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-21$439,586
Total interest from all sources2022-10-21$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-21$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-21Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-21$0
Administrative expenses professional fees incurred2022-10-21$48,617
Was this plan covered by a fidelity bond2022-10-21Yes
Value of fidelity bond cover2022-10-21$1,000,000
If this is an individual account plan, was there a blackout period2022-10-21No
Were there any nonexempt tranactions with any party-in-interest2022-10-21No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-21$29,311,893
Administrative expenses (other) incurred2022-10-21$16,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-21No
Value of net income/loss2022-10-21$-37,432,899
Value of net assets at end of year (total assets less liabilities)2022-10-21$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-21$37,432,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-21No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-21No
Were any leases to which the plan was party in default or uncollectible2022-10-21No
Investment advisory and management fees2022-10-21$226,447
Value of interest in pooled separate accounts at beginning of year2022-10-21$37,432,899
Net investment gain/loss from pooled separate accounts2022-10-21$-4,348,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-21Yes
Was there a failure to transmit to the plan any participant contributions2022-10-21No
Has the plan failed to provide any benefit when due under the plan2022-10-21No
Contributions received in cash from employer2022-10-21$4,341,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-21$7,674,019
Contract administrator fees2022-10-21$147,973
Did the plan have assets held for investment2022-10-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-21Yes
Opinion of an independent qualified public accountant for this plan2022-10-21Unqualified
Accountancy firm name2022-10-21KEITER
Accountancy firm EIN2022-10-21541631262
2021 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,272,808
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,330,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,920,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,310,365
Value of total assets at end of year2021-12-31$37,432,899
Value of total assets at beginning of year2021-12-31$35,490,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$409,190
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$160,068
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$494,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,942,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,432,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,490,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$116,280
Value of interest in pooled separate accounts at end of year2021-12-31$37,432,899
Value of interest in pooled separate accounts at beginning of year2021-12-31$35,490,126
Net investment gain/loss from pooled separate accounts2021-12-31$2,468,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,310,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,920,845
Contract administrator fees2021-12-31$132,842
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KEITER
Accountancy firm EIN2021-12-31541631262
2020 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,473,940
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,454,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,149,230
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,405,641
Value of total assets at end of year2020-12-31$35,490,126
Value of total assets at beginning of year2020-12-31$36,470,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$305,039
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$53,586
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$92,794
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-980,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,490,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,470,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,064
Value of interest in pooled separate accounts at end of year2020-12-31$35,490,126
Value of interest in pooled separate accounts at beginning of year2020-12-31$36,470,455
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$4,068,299
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,405,641
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,149,230
Contract administrator fees2020-12-31$140,595
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KEITER
Accountancy firm EIN2020-12-31541631262
2019 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,423,150
Total income from all sources (including contributions)2019-12-31$6,423,150
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,530,468
Total of all expenses incurred2019-12-31$2,530,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,921,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,921,144
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,726
Value of total assets at end of year2019-12-31$36,470,455
Value of total assets at end of year2019-12-31$36,470,455
Value of total assets at beginning of year2019-12-31$32,577,773
Value of total assets at beginning of year2019-12-31$32,577,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$609,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$609,324
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$454,149
Administrative expenses professional fees incurred2019-12-31$454,149
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,892,682
Value of net income/loss2019-12-31$3,892,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,470,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,470,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,577,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,577,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$36,470,455
Value of interest in pooled separate accounts at end of year2019-12-31$36,470,455
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,627,369
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,627,369
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$5,960,424
Net investment gain/loss from pooled separate accounts2019-12-31$5,960,424
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$462,726
Contributions received in cash from employer2019-12-31$462,726
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$950,404
Employer contributions (assets) at beginning of year2019-12-31$950,404
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,921,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,921,144
Contract administrator fees2019-12-31$155,175
Contract administrator fees2019-12-31$155,175
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KEITER
Accountancy firm name2019-12-31KEITER
Accountancy firm EIN2019-12-31541631262
Accountancy firm EIN2019-12-31541631262
2018 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-413,092
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,380,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,793,387
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,423,674
Value of total assets at end of year2018-12-31$32,577,773
Value of total assets at beginning of year2018-12-31$35,371,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$586,962
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$438,386
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,793,441
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,577,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,371,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$17,702
Value of interest in pooled separate accounts at end of year2018-12-31$31,627,369
Value of interest in pooled separate accounts at beginning of year2018-12-31$34,329,602
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-1,836,766
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,423,674
Employer contributions (assets) at end of year2018-12-31$950,404
Employer contributions (assets) at beginning of year2018-12-31$1,041,612
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,793,387
Contract administrator fees2018-12-31$130,874
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KEITER
Accountancy firm EIN2018-12-31541631262
2017 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,909,180
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,106,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,614,501
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,568,551
Value of total assets at end of year2017-12-31$35,371,214
Value of total assets at beginning of year2017-12-31$31,568,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$491,584
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$359,586
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,803,095
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,371,214
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,568,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,035
Value of interest in pooled separate accounts at end of year2017-12-31$34,329,602
Value of interest in pooled separate accounts at beginning of year2017-12-31$30,622,800
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$4,340,629
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,568,551
Employer contributions (assets) at end of year2017-12-31$1,041,612
Employer contributions (assets) at beginning of year2017-12-31$945,319
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,614,501
Contract administrator fees2017-12-31$113,963
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KEITER
Accountancy firm EIN2017-12-31541631262
2016 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,155,356
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,212,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,617,167
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,316,476
Value of total assets at end of year2016-12-31$31,568,119
Value of total assets at beginning of year2016-12-31$30,625,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$595,378
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$549,799
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$942,811
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,568,119
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,625,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,289
Value of interest in pooled separate accounts at end of year2016-12-31$30,622,800
Value of interest in pooled separate accounts at beginning of year2016-12-31$29,543,019
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$1,838,880
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,316,476
Employer contributions (assets) at end of year2016-12-31$945,319
Employer contributions (assets) at beginning of year2016-12-31$1,082,289
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,617,167
Contract administrator fees2016-12-31$29,290
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KEITER
Accountancy firm EIN2016-12-31541631262
2015 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,125,018
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,363,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,283,577
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,430,680
Value of total assets at end of year2015-12-31$30,625,308
Value of total assets at beginning of year2015-12-31$30,863,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,700
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$19,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-238,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,625,308
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,863,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,259
Value of interest in pooled separate accounts at end of year2015-12-31$29,543,019
Value of interest in pooled separate accounts at beginning of year2015-12-31$30,057,607
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-305,662
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,430,680
Employer contributions (assets) at end of year2015-12-31$1,082,289
Employer contributions (assets) at beginning of year2015-12-31$805,960
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,283,577
Contract administrator fees2015-12-31$44,341
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KEITER
Accountancy firm EIN2015-12-31541631262
2014 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,855,620
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,486,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,292,256
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,951,717
Value of total assets at end of year2014-12-31$30,863,567
Value of total assets at beginning of year2014-12-31$28,494,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,211
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$137,963
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,369,153
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,863,567
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,494,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,998
Value of interest in pooled separate accounts at end of year2014-12-31$30,057,607
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,494,414
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$1,903,903
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,951,717
Employer contributions (assets) at end of year2014-12-31$805,960
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,292,256
Contract administrator fees2014-12-31$40,250
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KEITER
Accountancy firm EIN2014-12-31541631262
2013 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,728,184
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,247,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,075,203
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,012,210
Value of total assets at end of year2013-12-31$28,494,414
Value of total assets at beginning of year2013-12-31$25,013,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$171,854
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$16,650
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$113,547
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,481,127
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,494,414
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,013,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,907
Value of interest in pooled separate accounts at end of year2013-12-31$28,494,414
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,013,287
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$3,715,974
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,012,210
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,075,203
Contract administrator fees2013-12-31$26,750
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KEITER
Accountancy firm EIN2013-12-31541631262
2012 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,963,647
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,127,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$954,761
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$972,211
Value of total assets at end of year2012-12-31$25,013,287
Value of total assets at beginning of year2012-12-31$22,177,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$172,848
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$6,141
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$157
Administrative expenses (other) incurred2012-12-31$119,841
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,836,038
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,013,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,177,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,960
Value of interest in pooled separate accounts at end of year2012-12-31$25,013,287
Value of interest in pooled separate accounts at beginning of year2012-12-31$22,177,249
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,991,279
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$972,211
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$954,761
Contract administrator fees2012-12-31$32,906
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HANSEN, SMITH, CONE & ROBERTELLO PC
Accountancy firm EIN2012-12-31541583103
2011 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$893,162
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,005,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$870,967
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$838,638
Value of total assets at end of year2011-12-31$22,177,249
Value of total assets at beginning of year2011-12-31$22,289,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$134,357
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$6,589
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$12,200
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$0
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-70,849
Administrative expenses (other) incurred2011-12-31$52,686
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-112,162
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,177,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,289,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$22,177,249
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,604,598
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$6,589
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$684,813
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$118,784
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$838,638
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$870,967
Contract administrator fees2011-12-31$69,471
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HANSEN, SMITH, CONE & ROBERTELLO PC
Accountancy firm EIN2011-12-31541583103
2010 : THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,912,847
Total of all expenses incurred2010-12-31$1,003,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$771,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,128,178
Value of total assets at end of year2010-12-31$22,289,411
Value of total assets at beginning of year2010-12-31$19,380,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$231,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$231,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,909,284
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,289,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,380,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,604,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,772,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$684,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$607,143
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,212
Net investment gain or loss from common/collective trusts2010-12-31$2,764,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,128,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$769,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HANSEN SMITH CONE AND ROBERTELLO PC
Accountancy firm EIN2010-12-31541583103

Form 5500 Responses for THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI

2022: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: THE DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG AND AFFILI 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered422
Insurance policy start date2022-01-01
Insurance policy end date2022-10-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered871
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered905
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered1118
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered1128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered1044
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered1172
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered1170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617262
Policy instance 1
Insurance contract or identification number617262
Number of Individuals Covered0
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number729000-G
Policy instance 2
Insurance contract or identification number729000-G
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number729000-G
Policy instance 1
Insurance contract or identification number729000-G
Number of Individuals Covered1265
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $107

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