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DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 401k Plan overview

Plan NameDEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
Plan identification number 001

DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
Employer identification number (EIN):251043578
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01BOBBY WATT GEER2023-04-17
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01GEORGE PASHEL
0012015-07-01GEORGE PASHEL
0012014-07-01GEORGE PASHEL
0012013-07-01
0012012-07-01GEORGE PASHEL
0012011-07-01GEORGE PASHEL
0012010-07-01GEORGE PASHEL
0012009-07-01GEORGE PASHEL

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

Measure Date Value
2022: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2022 401k membership
Market value of plan assets2022-06-308,659,444
Acturial value of plan assets2022-06-307,993,948
Funding target for retired participants and beneficiaries receiving payment2022-06-303,338,158
Number of terminated vested participants2022-06-3080
Fundng target for terminated vested participants2022-06-303,002,739
Active participant vested funding target2022-06-301,459,532
Number of active participants2022-06-3052
Total funding liabilities for active participants2022-06-301,483,821
Total participant count2022-06-30144
Total funding target for all participants2022-06-307,824,718
Prefunding balance at beginning of prior year after applicable adjustments2022-06-301,142,634
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of prefunding balance2022-06-301,142,634
Present value of excess contributions2022-06-30413,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30437,844
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-30434,844
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-301,814,803
Total employer contributions2022-06-30540,912
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30531,825
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30102,116
Net shortfall amortization installment of oustanding balance2022-06-301,366,352
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30242,539
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30242,539
Contributions allocatedtoward minimum required contributions for current year2022-06-30531,825
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2021 401k membership
Total participants, beginning-of-year2021-07-01152
Total number of active participants reported on line 7a of the Form 55002021-07-0139
Number of retired or separated participants receiving benefits2021-07-0111
Number of other retired or separated participants entitled to future benefits2021-07-0198
Total of all active and inactive participants2021-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-307,034,766
Acturial value of plan assets2021-06-307,061,753
Funding target for retired participants and beneficiaries receiving payment2021-06-303,290,900
Number of terminated vested participants2021-06-3079
Fundng target for terminated vested participants2021-06-302,748,552
Active participant vested funding target2021-06-301,233,499
Number of active participants2021-06-3053
Total funding liabilities for active participants2021-06-301,308,198
Total participant count2021-06-30144
Total funding target for all participants2021-06-307,347,650
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30834,061
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30834,061
Present value of excess contributions2021-06-30245,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30259,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-30259,197
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-301,142,634
Total employer contributions2021-06-30715,436
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30702,417
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30148,153
Net shortfall amortization installment of oustanding balance2021-06-301,428,531
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30288,576
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30288,576
Contributions allocatedtoward minimum required contributions for current year2021-06-30702,417
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2020 401k membership
Total participants, beginning-of-year2020-07-01151
Total number of active participants reported on line 7a of the Form 55002020-07-0153
Number of retired or separated participants receiving benefits2020-07-0112
Number of other retired or separated participants entitled to future benefits2020-07-0185
Total of all active and inactive participants2020-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
Market value of plan assets2020-06-306,921,835
Acturial value of plan assets2020-06-306,979,722
Funding target for retired participants and beneficiaries receiving payment2020-06-303,082,389
Number of terminated vested participants2020-06-3069
Fundng target for terminated vested participants2020-06-302,889,586
Active participant vested funding target2020-06-301,646,240
Number of active participants2020-06-3065
Total funding liabilities for active participants2020-06-301,710,101
Total participant count2020-06-30144
Total funding target for all participants2020-06-307,682,076
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30872,878
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30872,878
Present value of excess contributions2020-06-30189,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30200,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-30200,218
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-30286,956
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30834,061
Total employer contributions2020-06-30739,436
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30715,580
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30327,954
Net shortfall amortization installment of oustanding balance2020-06-301,536,415
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30715,436
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30715,436
Contributions allocatedtoward minimum required contributions for current year2020-06-30715,580
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2019 401k membership
Total participants, beginning-of-year2019-07-01145
Total number of active participants reported on line 7a of the Form 55002019-07-0162
Number of retired or separated participants receiving benefits2019-07-0112
Number of other retired or separated participants entitled to future benefits2019-07-0176
Total of all active and inactive participants2019-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
Market value of plan assets2019-06-307,248,049
Acturial value of plan assets2019-06-307,251,854
Funding target for retired participants and beneficiaries receiving payment2019-06-302,560,755
Number of terminated vested participants2019-06-30122
Fundng target for terminated vested participants2019-06-303,308,145
Active participant vested funding target2019-06-301,628,391
Number of active participants2019-06-3050
Total funding liabilities for active participants2019-06-301,650,321
Total participant count2019-06-30180
Total funding target for all participants2019-06-307,519,221
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30668,361
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30668,361
Present value of excess contributions2019-06-30157,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30167,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-30167,222
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30872,878
Total employer contributions2019-06-30635,934
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30619,428
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30286,637
Net shortfall amortization installment of oustanding balance2019-06-301,140,245
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30430,132
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30430,132
Contributions allocatedtoward minimum required contributions for current year2019-06-30619,428
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2018 401k membership
Total participants, beginning-of-year2018-07-01179
Total number of active participants reported on line 7a of the Form 55002018-07-0166
Number of retired or separated participants receiving benefits2018-07-0110
Number of other retired or separated participants entitled to future benefits2018-07-0169
Total of all active and inactive participants2018-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
Market value of plan assets2018-06-306,824,193
Acturial value of plan assets2018-06-306,836,968
Funding target for retired participants and beneficiaries receiving payment2018-06-302,577,556
Number of terminated vested participants2018-06-30117
Fundng target for terminated vested participants2018-06-302,866,799
Active participant vested funding target2018-06-301,711,829
Number of active participants2018-06-3047
Total funding liabilities for active participants2018-06-301,740,569
Total participant count2018-06-30172
Total funding target for all participants2018-06-307,184,924
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30570,513
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30570,513
Present value of excess contributions2018-06-3048,802
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3051,808
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3051,808
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30668,361
Total employer contributions2018-06-30618,881
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30605,291
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30276,724
Net shortfall amortization installment of oustanding balance2018-06-301,016,317
Total funding amount beforereflecting carryover/prefunding balances2018-06-30447,490
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30447,490
Contributions allocatedtoward minimum required contributions for current year2018-06-30605,291
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2017 401k membership
Total participants, beginning-of-year2017-07-01172
Total number of active participants reported on line 7a of the Form 55002017-07-0148
Number of retired or separated participants receiving benefits2017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-01120
Total of all active and inactive participants2017-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
Market value of plan assets2017-06-306,364,464
Acturial value of plan assets2017-06-306,608,694
Funding target for retired participants and beneficiaries receiving payment2017-06-302,306,420
Number of terminated vested participants2017-06-30115
Fundng target for terminated vested participants2017-06-302,588,819
Active participant vested funding target2017-06-301,817,806
Number of active participants2017-06-3052
Total funding liabilities for active participants2017-06-301,832,919
Total participant count2017-06-30173
Total funding target for all participants2017-06-306,728,158
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30464,681
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30464,681
Present value of excess contributions2017-06-3087,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3093,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3093,332
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30570,513
Total employer contributions2017-06-30533,254
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30523,396
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30216,582
Net shortfall amortization installment of oustanding balance2017-06-30689,977
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30474,594
Additional cash requirement2017-06-30474,594
Contributions allocatedtoward minimum required contributions for current year2017-06-30523,396
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2016 401k membership
Total participants, beginning-of-year2016-07-01173
Total number of active participants reported on line 7a of the Form 55002016-07-0147
Number of retired or separated participants receiving benefits2016-07-019
Number of other retired or separated participants entitled to future benefits2016-07-01116
Total of all active and inactive participants2016-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01174
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2015 401k membership
Total participants, beginning-of-year2015-07-01172
Total number of active participants reported on line 7a of the Form 55002015-07-0150
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-01114
Total of all active and inactive participants2015-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2014 401k membership
Total participants, beginning-of-year2014-07-01173
Total number of active participants reported on line 7a of the Form 55002014-07-0148
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-01114
Total of all active and inactive participants2014-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2013 401k membership
Total participants, beginning-of-year2013-07-01170
Total number of active participants reported on line 7a of the Form 55002013-07-0149
Number of retired or separated participants receiving benefits2013-07-015
Number of other retired or separated participants entitled to future benefits2013-07-01118
Total of all active and inactive participants2013-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year2012-07-01166
Total number of active participants reported on line 7a of the Form 55002012-07-0145
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-01118
Total of all active and inactive participants2012-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2011 401k membership
Total participants, beginning-of-year2011-07-01168
Total number of active participants reported on line 7a of the Form 55002011-07-0146
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-01120
Total of all active and inactive participants2011-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2010 401k membership
Total participants, beginning-of-year2010-07-01172
Total number of active participants reported on line 7a of the Form 55002010-07-0144
Number of retired or separated participants receiving benefits2010-07-014
Number of other retired or separated participants entitled to future benefits2010-07-01119
Total of all active and inactive participants2010-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year2009-07-01171
Total number of active participants reported on line 7a of the Form 55002009-07-0146
Number of retired or separated participants receiving benefits2009-07-014
Number of other retired or separated participants entitled to future benefits2009-07-01120
Total of all active and inactive participants2009-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01172

Financial Data on DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

Measure Date Value
2022 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-490,935
Total of all expenses incurred2022-06-30$1,196,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,088,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$540,912
Value of total assets at end of year2022-06-30$6,975,065
Value of total assets at beginning of year2022-06-30$8,662,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$107,752
Total interest from all sources2022-06-30$8,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$8,660
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$2,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$2,667
Administrative expenses (other) incurred2022-06-30$98,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,687,046
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,975,065
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,662,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,490,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,687,175
Value of interest in pooled separate accounts at end of year2022-06-30$4,849,677
Value of interest in pooled separate accounts at beginning of year2022-06-30$5,903,914
Interest earned on other investments2022-06-30$8,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$632,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,068,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-190,950
Net investment gain/loss from pooled separate accounts2022-06-30$-849,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$540,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,088,359
Contract administrator fees2022-06-30$800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SISTERSON & CO LLP
Accountancy firm EIN2022-06-30251467156
2021 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,160,343
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$535,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$424,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$715,436
Value of total assets at end of year2021-06-30$8,662,111
Value of total assets at beginning of year2021-06-30$7,037,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$111,055
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$100,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$100,205
Administrative expenses professional fees incurred2021-06-30$9,060
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$2,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,764
Administrative expenses (other) incurred2021-06-30$92,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,624,798
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,662,111
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,037,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,687,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,676,504
Value of interest in pooled separate accounts at end of year2021-06-30$5,903,914
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,485,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,068,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$849,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$-74,542
Net investment gain/loss from pooled separate accounts2021-06-30$1,419,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$715,436
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$24,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$424,490
Contract administrator fees2021-06-30$9,259
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,134,269
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,022,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$898,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$739,436
Value of total assets at end of year2020-06-30$7,037,313
Value of total assets at beginning of year2020-06-30$6,925,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$123,904
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$38,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$38,470
Administrative expenses professional fees incurred2020-06-30$10,960
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$3,841
Administrative expenses (other) incurred2020-06-30$89,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$111,637
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,037,313
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,925,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,676,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,546,947
Value of interest in pooled separate accounts at end of year2020-06-30$4,485,695
Value of interest in pooled separate accounts at beginning of year2020-06-30$5,374,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$849,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$94,806
Net investment gain/loss from pooled separate accounts2020-06-30$261,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$739,436
Employer contributions (assets) at end of year2020-06-30$24,000
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$898,728
Contract administrator fees2020-06-30$23,520
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$85,478
Total income from all sources (including contributions)2019-06-30$1,022,337
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,262,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,128,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$635,934
Value of total assets at end of year2019-06-30$6,925,676
Value of total assets at beginning of year2019-06-30$7,251,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$134,288
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$45,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$45,391
Administrative expenses professional fees incurred2019-06-30$23,349
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$3,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$3,155
Administrative expenses (other) incurred2019-06-30$79,060
Liabilities. Value of operating payables at end of year2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$85,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-240,051
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,925,676
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,165,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,546,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,436,827
Value of interest in pooled separate accounts at end of year2019-06-30$5,374,603
Value of interest in pooled separate accounts at beginning of year2019-06-30$4,874,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$936,787
Net investment gain/loss from pooled separate accounts2019-06-30$341,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$635,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,128,100
Contract administrator fees2019-06-30$31,879
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$85,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,001,630
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$698,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$577,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$618,881
Value of total assets at end of year2018-06-30$7,251,205
Value of total assets at beginning of year2018-06-30$6,862,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$120,835
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$46,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$46,975
Administrative expenses professional fees incurred2018-06-30$9,780
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$3,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$38,624
Administrative expenses (other) incurred2018-06-30$85,478
Liabilities. Value of operating payables at end of year2018-06-30$85,478
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$302,910
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,165,727
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,862,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,436,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,451,844
Value of interest in pooled separate accounts at end of year2018-06-30$4,874,436
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,989,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$936,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$382,657
Net investment gain/loss from pooled separate accounts2018-06-30$335,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$618,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$577,885
Contract administrator fees2018-06-30$25,577
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,078,141
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$582,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$461,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$533,254
Value of total assets at end of year2017-06-30$6,862,817
Value of total assets at beginning of year2017-06-30$6,367,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$120,740
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$41,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$41,774
Administrative expenses professional fees incurred2017-06-30$5,150
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$38,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,736
Administrative expenses (other) incurred2017-06-30$74,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$495,617
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,862,817
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,367,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$28,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,451,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,461,650
Value of interest in pooled separate accounts at end of year2017-06-30$4,989,692
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,450,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$382,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$451,825
Net investment gain/loss from pooled separate accounts2017-06-30$503,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$533,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$461,784
Contract administrator fees2017-06-30$12,195
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$698,421
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$589,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$498,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$527,149
Value of total assets at end of year2016-06-30$6,367,200
Value of total assets at beginning of year2016-06-30$6,258,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$91,563
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$42,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$42,106
Administrative expenses professional fees incurred2016-06-30$7,350
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,806
Administrative expenses (other) incurred2016-06-30$52,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$108,676
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,367,200
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,258,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$19,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,461,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,387,548
Value of interest in pooled separate accounts at end of year2016-06-30$4,450,989
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,360,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$451,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$507,958
Net investment gain/loss from pooled separate accounts2016-06-30$129,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$527,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$498,182
Contract administrator fees2016-06-30$11,965
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$737,405
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$312,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$226,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$523,578
Value of total assets at end of year2015-06-30$6,258,524
Value of total assets at beginning of year2015-06-30$5,834,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$86,128
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$40,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$40,163
Administrative expenses professional fees incurred2015-06-30$12,365
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$2,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,466
Administrative expenses (other) incurred2015-06-30$34,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$424,429
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,258,524
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,834,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$28,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,387,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,368,572
Value of interest in pooled separate accounts at end of year2015-06-30$4,360,212
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,179,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$507,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$282,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-7,342
Net investment gain/loss from pooled separate accounts2015-06-30$181,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$523,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$226,848
Contract administrator fees2015-06-30$10,565
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$745,392
Total unrealized appreciation/depreciation of assets2014-06-30$745,392
Total income from all sources (including contributions)2014-06-30$1,255,809
Total of all expenses incurred2014-06-30$1,176,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,107,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$465,616
Value of total assets at end of year2014-06-30$5,834,095
Value of total assets at beginning of year2014-06-30$5,754,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$68,276
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$44,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$44,801
Administrative expenses professional fees incurred2014-06-30$12,087
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$3,044
Administrative expenses (other) incurred2014-06-30$24,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$79,691
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,834,095
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,754,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$19,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,368,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,297,571
Value of interest in pooled separate accounts at end of year2014-06-30$4,179,205
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,099,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$282,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$354,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$465,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,107,842
Contract administrator fees2014-06-30$12,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$439,214
Total unrealized appreciation/depreciation of assets2013-06-30$439,214
Total income from all sources (including contributions)2013-06-30$884,490
Total of all expenses incurred2013-06-30$437,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$366,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$400,000
Value of total assets at end of year2013-06-30$5,754,404
Value of total assets at beginning of year2013-06-30$5,307,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$71,109
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$45,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$45,276
Administrative expenses professional fees incurred2013-06-30$11,581
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$3,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,559
Administrative expenses (other) incurred2013-06-30$19,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$447,144
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,754,404
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,307,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$9,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,297,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,286,033
Value of interest in pooled separate accounts at end of year2013-06-30$4,099,251
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,640,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$354,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$377,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$366,237
Contract administrator fees2013-06-30$30,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BDO USA, LLP
Accountancy firm EIN2013-06-30135381590
2012 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$101,395
Total unrealized appreciation/depreciation of assets2012-06-30$101,395
Total income from all sources (including contributions)2012-06-30$635,443
Total of all expenses incurred2012-06-30$581,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$525,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$484,017
Value of total assets at end of year2012-06-30$5,307,260
Value of total assets at beginning of year2012-06-30$5,253,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$56,391
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$50,031
Administrative expenses professional fees incurred2012-06-30$11,475
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$4,167
Administrative expenses (other) incurred2012-06-30$15,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$53,512
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,307,260
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,253,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,286,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,203,760
Value of interest in pooled separate accounts at end of year2012-06-30$3,640,318
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,577,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$377,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$378,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$484,017
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$90,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$525,540
Contract administrator fees2012-06-30$29,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ALPERN ROSENTHAL
Accountancy firm EIN2012-06-30251724342
2011 : DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$615,284
Total unrealized appreciation/depreciation of assets2011-06-30$615,284
Total income from all sources (including contributions)2011-06-30$1,194,271
Total of all expenses incurred2011-06-30$388,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$314,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$521,586
Value of total assets at end of year2011-06-30$5,253,748
Value of total assets at beginning of year2011-06-30$4,447,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$73,120
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$57,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$57,401
Administrative expenses professional fees incurred2011-06-30$5,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$4,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$3,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$806,230
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,253,748
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,447,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$18,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,203,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,168,378
Value of interest in pooled separate accounts at end of year2011-06-30$3,577,117
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,851,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$378,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$173,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$521,586
Employer contributions (assets) at end of year2011-06-30$90,403
Employer contributions (assets) at beginning of year2011-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$314,921
Contract administrator fees2011-06-30$49,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ALPERN ROSENTHAL
Accountancy firm EIN2011-06-30251724342

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered150
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1127
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered152
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,127
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees1127
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered151
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $710
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees710
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered145
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,591
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2591
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered179
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,873
Are there contracts with allocated funds for individual policies?0
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?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered173
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $396
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees396
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476-G
Policy instance 1
Insurance contract or identification number051476-G
Number of Individuals Covered170
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $258
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?Yes
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
Amount paid for insurance broker fees258
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476G
Policy instance 1
Insurance contract or identification number051476G
Number of Individuals Covered177
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,570
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1570
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476G
Policy instance 1
Insurance contract or identification number051476G
Number of Individuals Covered170
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $505
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees157
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
Insurance broker nameDAVID HOLETS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051476G
Policy instance 1
Insurance contract or identification number051476G
Number of Individuals Covered172
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $854
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number051476G
Policy instance 1
Insurance contract or identification number051476G
Number of Individuals Covered168
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $383
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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