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PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES
Plan identification number 333

PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:UNITED WAY OF GREATER CINCINNATI
Employer identification number (EIN):310537502
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about UNITED WAY OF GREATER CINCINNATI

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1920-03-20
Company Identification Number: 91080
Legal Registered Office Address: 2400 READING ROAD
-
CINCINNATI
United States of America (USA)
452021478

More information about UNITED WAY OF GREATER CINCINNATI

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01JASON SKAGGS
3332016-01-01JASON SKAGGS
3332015-01-01JASON SKAGGS
3332014-01-01JASON T. SKAGGS
3332013-01-01JASON T. SKAGGS
3332012-01-01JASON T. SKAGGS
3332011-01-01JASON T. SKAGGS
3332010-01-01JASON T. SKAGGS
3332009-01-01JASON T. SKAGGS JASON T. SKAGGS2010-10-14
3332007-01-01JASON T. SKAGGS JASON T. SKAGGS2010-12-21
3332006-01-01JASON T. SKAGGS JASON T. SKAGGS2010-12-21
3332005-01-01JASON T. SKAGGS JASON T. SKAGGS2010-12-21

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2022 401k membership
Total participants, beginning-of-year2022-01-01343
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2021 401k membership
Market value of plan assets2021-12-3132,833,153
Acturial value of plan assets2021-12-3130,954,087
Funding target for retired participants and beneficiaries receiving payment2021-12-3118,893,524
Number of terminated vested participants2021-12-3176
Fundng target for terminated vested participants2021-12-313,249,862
Active participant vested funding target2021-12-311,978,661
Number of active participants2021-12-3135
Total funding liabilities for active participants2021-12-311,978,661
Total participant count2021-12-31367
Total funding target for all participants2021-12-3124,122,047
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31510,244
Total employee contributions2021-12-310
Total participants, beginning-of-year2021-01-01366
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-01222
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2020 401k membership
Market value of plan assets2020-12-3131,847,740
Acturial value of plan assets2020-12-3131,354,417
Funding target for retired participants and beneficiaries receiving payment2020-12-3119,985,140
Number of terminated vested participants2020-12-3194
Fundng target for terminated vested participants2020-12-313,563,250
Active participant vested funding target2020-12-312,694,500
Number of active participants2020-12-3145
Total funding liabilities for active participants2020-12-312,694,500
Total participant count2020-12-31403
Total funding target for all participants2020-12-3126,242,890
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31894,691
Total employee contributions2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Total participants, beginning-of-year2020-01-01402
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-01234
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2019 401k membership
Market value of plan assets2019-12-3129,272,095
Acturial value of plan assets2019-12-3130,705,439
Funding target for retired participants and beneficiaries receiving payment2019-12-3120,201,130
Number of terminated vested participants2019-12-3199
Fundng target for terminated vested participants2019-12-313,159,183
Active participant vested funding target2019-12-313,540,946
Number of active participants2019-12-3158
Total funding liabilities for active participants2019-12-313,540,946
Total participant count2019-12-31428
Total funding target for all participants2019-12-3126,901,259
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,554,957
Total employee contributions2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-0145
Number of retired or separated participants receiving benefits2019-01-01241
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2018 401k membership
Market value of plan assets2018-12-3131,889,685
Acturial value of plan assets2018-12-3130,931,396
Funding target for retired participants and beneficiaries receiving payment2018-12-3118,461,234
Number of terminated vested participants2018-12-31120
Fundng target for terminated vested participants2018-12-313,932,263
Active participant vested funding target2018-12-316,117,514
Number of active participants2018-12-3179
Total funding liabilities for active participants2018-12-316,117,514
Total participant count2018-12-31482
Total funding target for all participants2018-12-3128,511,011
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,875,511
Total employee contributions2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Total participants, beginning-of-year2018-01-01481
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-01250
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0139
Total participants2018-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2017 401k membership
Market value of plan assets2017-12-3130,675,891
Acturial value of plan assets2017-12-3131,652,806
Funding target for retired participants and beneficiaries receiving payment2017-12-3118,306,637
Number of terminated vested participants2017-12-31166
Fundng target for terminated vested participants2017-12-314,865,677
Active participant vested funding target2017-12-317,609,521
Number of active participants2017-12-31114
Total funding liabilities for active participants2017-12-317,609,521
Total participant count2017-12-31566
Total funding target for all participants2017-12-3130,781,835
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,581,902
Total employee contributions2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Total participants, beginning-of-year2017-01-01566
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-01259
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0149
Total participants2017-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2016 401k membership
Market value of plan assets2016-12-3129,995,012
Acturial value of plan assets2016-12-3131,807,704
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,361,937
Number of terminated vested participants2016-12-31264
Fundng target for terminated vested participants2016-12-317,250,070
Active participant vested funding target2016-12-318,648,630
Number of active participants2016-12-31126
Total funding liabilities for active participants2016-12-318,648,630
Total participant count2016-12-31680
Total funding target for all participants2016-12-3132,260,637
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-314,039,788
Total employee contributions2016-12-310
Total participants, beginning-of-year2016-01-01680
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-01264
Number of other retired or separated participants entitled to future benefits2016-01-01138
Total of all active and inactive participants2016-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2015 401k membership
Total participants, beginning-of-year2015-01-01730
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-01270
Number of other retired or separated participants entitled to future benefits2015-01-01238
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0146
Total participants2015-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2014 401k membership
Total participants, beginning-of-year2014-01-01795
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-01275
Number of other retired or separated participants entitled to future benefits2014-01-01269
Total of all active and inactive participants2014-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0148
Total participants2014-01-01730
2013: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2013 401k membership
Total participants, beginning-of-year2013-01-01895
Total number of active participants reported on line 7a of the Form 55002013-01-01158
Number of retired or separated participants receiving benefits2013-01-01266
Number of other retired or separated participants entitled to future benefits2013-01-01326
Total of all active and inactive participants2013-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0145
Total participants2013-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2012 401k membership
Total participants, beginning-of-year2012-01-01934
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-01269
Number of other retired or separated participants entitled to future benefits2012-01-01393
Total of all active and inactive participants2012-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0153
Total participants2012-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2011 401k membership
Total participants, beginning-of-year2011-01-011,024
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-01263
Number of other retired or separated participants entitled to future benefits2011-01-01423
Total of all active and inactive participants2011-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0150
Total participants2011-01-01934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2010 401k membership
Total participants, beginning-of-year2010-01-011,191
Total number of active participants reported on line 7a of the Form 55002010-01-01220
Number of retired or separated participants receiving benefits2010-01-01267
Number of other retired or separated participants entitled to future benefits2010-01-01515
Total of all active and inactive participants2010-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2009 401k membership
Total participants, beginning-of-year2009-01-011,311
Total number of active participants reported on line 7a of the Form 55002009-01-01289
Number of retired or separated participants receiving benefits2009-01-01286
Number of other retired or separated participants entitled to future benefits2009-01-01593
Total of all active and inactive participants2009-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0123
Total participants2009-01-011,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
2007: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2007 401k membership
Total participants, beginning-of-year2007-01-011,438
Total number of active participants reported on line 7a of the Form 55002007-01-01467
Number of retired or separated participants receiving benefits2007-01-01301
Number of other retired or separated participants entitled to future benefits2007-01-01602
Total of all active and inactive participants2007-01-011,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-0125
Total participants2007-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0127
2006: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2006 401k membership
Total participants, beginning-of-year2006-01-011,509
Total number of active participants reported on line 7a of the Form 55002006-01-01536
Number of retired or separated participants receiving benefits2006-01-01305
Number of other retired or separated participants entitled to future benefits2006-01-01574
Total of all active and inactive participants2006-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-0123
Total participants2006-01-011,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0130
2005: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2005 401k membership
Total participants, beginning-of-year2005-01-011,884
Total number of active participants reported on line 7a of the Form 55002005-01-01631
Number of retired or separated participants receiving benefits2005-01-01314
Number of other retired or separated participants entitled to future benefits2005-01-01545
Total of all active and inactive participants2005-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-0119
Total participants2005-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-0155

Financial Data on PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$106,497
Total income from all sources (including contributions)2022-12-31$7,448
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$106,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,448
Total interest from all sources2022-12-31$1,402
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$7,448
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$106,497
Other income not declared elsewhere2022-12-31$6,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$0
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$106,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$106,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$106,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,080,127
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$33,913,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,773,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$510,244
Value of total assets at end of year2021-12-31$106,497
Value of total assets at beginning of year2021-12-31$32,833,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,384
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$41,506
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$391,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$80,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$106,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$316,722
Administrative expenses (other) incurred2021-12-31$98,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-32,833,688
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,833,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,737,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,090,689
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$209,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$106,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$487,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$487,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$31,817,601
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$4,434,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$253,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$510,244
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$294,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,955,830
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$7,106,752
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,410,999
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,426,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,368,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$894,691
Value of total assets at end of year2020-12-31$32,833,688
Value of total assets at beginning of year2020-12-31$31,848,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,960
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$57,960
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$391,597
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$376,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$80,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$72,700
Other income not declared elsewhere2020-12-31$477,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$984,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,833,688
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,848,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,737,052
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,696,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,090,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,204,829
Value of interest in pooled separate accounts at end of year2020-12-31$209,541
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,863,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$487,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,526,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,526,220
Asset value of US Government securities at end of year2020-12-31$4,434,920
Asset value of US Government securities at beginning of year2020-12-31$4,332,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,039,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$894,691
Employer contributions (assets) at end of year2020-12-31$294,691
Employer contributions (assets) at beginning of year2020-12-31$103,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,368,280
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$7,106,752
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,671,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,460,975
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,956,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,737,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,589,834
Value of total assets at end of year2019-12-31$31,848,929
Value of total assets at beginning of year2019-12-31$29,344,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$219,284
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$546,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$546,028
Administrative expenses professional fees incurred2019-12-31$137,259
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$376,649
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$437,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$72,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$72,050
Administrative expenses (other) incurred2019-12-31$27,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,504,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,848,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,344,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,696,926
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,204,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,807,997
Value of interest in pooled separate accounts at end of year2019-12-31$2,863,804
Value of interest in pooled separate accounts at beginning of year2019-12-31$892,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,526,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,898,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,898,071
Asset value of US Government securities at end of year2019-12-31$4,332,912
Asset value of US Government securities at beginning of year2019-12-31$3,023,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,325,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,589,834
Employer contributions (assets) at end of year2019-12-31$103,780
Employer contributions (assets) at beginning of year2019-12-31$3,375,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,737,331
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,671,109
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,837,280
Contract administrator fees2019-12-31$54,345
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,101,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,734,487
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,237,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,926,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,875,511
Value of total assets at end of year2018-12-31$29,344,569
Value of total assets at beginning of year2018-12-31$31,948,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$310,562
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$588,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$588,052
Administrative expenses professional fees incurred2018-12-31$151,013
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$437,652
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$444,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$72,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$55,705
Administrative expenses (other) incurred2018-12-31$111,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,502,719
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,344,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,948,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$47,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,807,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,671,592
Value of interest in pooled separate accounts at end of year2018-12-31$892,126
Value of interest in pooled separate accounts at beginning of year2018-12-31$401,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,898,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$430,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$430,260
Asset value of US Government securities at end of year2018-12-31$3,023,882
Asset value of US Government securities at beginning of year2018-12-31$2,683,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,729,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,875,511
Employer contributions (assets) at end of year2018-12-31$3,375,511
Employer contributions (assets) at beginning of year2018-12-31$2,865,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,926,644
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,837,280
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,397,019
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$12,039
Total unrealized appreciation/depreciation of assets2017-12-31$12,039
Total transfer of assets from this plan2017-12-31$632,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,179,035
Total loss/gain on sale of assets2017-12-31$-52,541
Total of all expenses incurred2017-12-31$3,309,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,862,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,717,046
Value of total assets at end of year2017-12-31$31,948,649
Value of total assets at beginning of year2017-12-31$30,711,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$447,685
Total interest from all sources2017-12-31$265,231
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$322,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$322,392
Administrative expenses professional fees incurred2017-12-31$148,636
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$444,241
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$261,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$55,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$54,153
Administrative expenses (other) incurred2017-12-31$228,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,869,121
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,948,649
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,711,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$53,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,671,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,288,714
Value of interest in pooled separate accounts at end of year2017-12-31$401,031
Value of interest in pooled separate accounts at beginning of year2017-12-31$51,181
Interest earned on other investments2017-12-31$11,847
Income. Interest from US Government securities2017-12-31$57,389
Income. Interest from corporate debt instruments2017-12-31$185,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$430,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,692,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,692,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,617
Asset value of US Government securities at end of year2017-12-31$2,683,204
Asset value of US Government securities at beginning of year2017-12-31$2,774,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,916,623
Net investment gain/loss from pooled separate accounts2017-12-31$-1,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,717,046
Employer contributions (assets) at end of year2017-12-31$2,865,597
Employer contributions (assets) at beginning of year2017-12-31$2,264,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,862,229
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,397,019
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,323,842
Contract administrator fees2017-12-31$16,771
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$18,149,795
Aggregate carrying amount (costs) on sale of assets2017-12-31$18,202,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$153,851
Total unrealized appreciation/depreciation of assets2016-12-31$153,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,629,650
Total loss/gain on sale of assets2016-12-31$26,046
Total of all expenses incurred2016-12-31$4,965,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,508,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,039,788
Value of total assets at end of year2016-12-31$30,711,774
Value of total assets at beginning of year2016-12-31$30,047,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$456,269
Total interest from all sources2016-12-31$314,971
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$289,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$289,456
Administrative expenses professional fees incurred2016-12-31$97,049
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$261,336
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$318,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$54,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$90,471
Administrative expenses (other) incurred2016-12-31$289,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$664,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,711,774
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,047,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$52,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,288,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,128,556
Value of interest in pooled separate accounts at end of year2016-12-31$51,181
Value of interest in pooled separate accounts at beginning of year2016-12-31$804,084
Income. Interest from US Government securities2016-12-31$97,897
Income. Interest from corporate debt instruments2016-12-31$216,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,692,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$575,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$575,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$344
Asset value of US Government securities at end of year2016-12-31$2,774,850
Asset value of US Government securities at beginning of year2016-12-31$2,539,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$811,165
Net investment gain/loss from pooled separate accounts2016-12-31$-5,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,039,788
Employer contributions (assets) at end of year2016-12-31$2,264,788
Employer contributions (assets) at beginning of year2016-12-31$98,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,508,860
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,323,842
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,491,916
Contract administrator fees2016-12-31$16,913
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,562,899
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,536,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-123,592
Total unrealized appreciation/depreciation of assets2015-12-31$-123,592
Total transfer of assets from this plan2015-12-31$89,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,912,210
Total loss/gain on sale of assets2015-12-31$-65,502
Total of all expenses incurred2015-12-31$3,344,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,932,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,024,215
Value of total assets at end of year2015-12-31$30,047,253
Value of total assets at beginning of year2015-12-31$31,568,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$411,389
Total interest from all sources2015-12-31$248,068
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$530,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$15,914
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$90,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$51,011
Administrative expenses (other) incurred2015-12-31$347,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,431,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,047,253
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,568,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,919,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,619,938
Value of interest in pooled separate accounts at end of year2015-12-31$804,084
Value of interest in pooled separate accounts at beginning of year2015-12-31$767,342
Interest earned on other investments2015-12-31$5,791
Income. Interest from US Government securities2015-12-31$44,105
Income. Interest from corporate debt instruments2015-12-31$198,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$575,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$742,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$742,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$122
Asset value of US Government securities at end of year2015-12-31$2,539,918
Asset value of US Government securities at beginning of year2015-12-31$4,587,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-698,739
Net investment gain or loss from common/collective trusts2015-12-31$-2,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,024,215
Employer contributions (assets) at end of year2015-12-31$98,414
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$530,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,932,811
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,018,823
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,801,225
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$19,429,029
Aggregate carrying amount (costs) on sale of assets2015-12-31$19,494,531
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-35,341
Total unrealized appreciation/depreciation of assets2014-12-31$-35,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,486,156
Total loss/gain on sale of assets2014-12-31$330,406
Total of all expenses incurred2014-12-31$2,852,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,552,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,350,000
Value of total assets at end of year2014-12-31$31,568,966
Value of total assets at beginning of year2014-12-31$30,935,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300,110
Total interest from all sources2014-12-31$841,091
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$111,088
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$51,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$70,319
Administrative expenses (other) incurred2014-12-31$148,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$633,610
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,568,966
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,935,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,619,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,475,957
Value of interest in pooled separate accounts at end of year2014-12-31$767,342
Value of interest in pooled separate accounts at beginning of year2014-12-31$376,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$742,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$178,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$178,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$841,091
Asset value of US Government securities at end of year2014-12-31$4,587,248
Asset value of US Government securities at beginning of year2014-12-31$3,429,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,350,000
Employer contributions (assets) at beginning of year2014-12-31$403,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,552,436
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,801,225
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,000,928
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$330,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD,LLP
Accountancy firm EIN2014-12-31440160260
2013 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$755,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,337,173
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,578,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,300,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,542,322
Value of total assets at end of year2013-12-31$30,935,356
Value of total assets at beginning of year2013-12-31$29,933,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$278,907
Total interest from all sources2013-12-31$789,177
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$109,393
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$70,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$69,758
Administrative expenses (other) incurred2013-12-31$128,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,758,190
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,935,356
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,933,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$40,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,475,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,227,050
Value of interest in pooled separate accounts at end of year2013-12-31$376,535
Value of interest in pooled separate accounts at beginning of year2013-12-31$373,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$178,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$714,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$714,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$789,177
Asset value of US Government securities at end of year2013-12-31$3,429,366
Asset value of US Government securities at beginning of year2013-12-31$3,721,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,005,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Contributions received in cash from employer2013-12-31$2,542,322
Employer contributions (assets) at end of year2013-12-31$403,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,300,076
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,000,928
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,826,332
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,610,185
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,257,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,991,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,572,128
Value of total assets at end of year2012-12-31$29,933,114
Value of total assets at beginning of year2012-12-31$27,580,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$265,539
Total interest from all sources2012-12-31$847,590
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$101,844
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$69,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$61,659
Administrative expenses (other) incurred2012-12-31$126,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,352,801
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,933,114
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,580,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$36,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,227,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,664,472
Value of interest in pooled separate accounts at end of year2012-12-31$373,638
Value of interest in pooled separate accounts at beginning of year2012-12-31$568,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$714,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$565,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$565,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$847,590
Asset value of US Government securities at end of year2012-12-31$3,721,849
Asset value of US Government securities at beginning of year2012-12-31$3,504,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,190,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,572,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,991,845
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,826,332
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,216,949
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,406,245
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,022,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,743,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,281,704
Value of total assets at end of year2011-12-31$27,580,313
Value of total assets at beginning of year2011-12-31$28,196,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$279,409
Total interest from all sources2011-12-31$886,440
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$228,839
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$61,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$78,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-616,393
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,580,313
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,196,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$50,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,664,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,545,560
Value of interest in pooled separate accounts at end of year2011-12-31$568,100
Value of interest in pooled separate accounts at beginning of year2011-12-31$194,136
Interest earned on other investments2011-12-31$886,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$565,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$482,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$482,244
Asset value of US Government securities at end of year2011-12-31$3,504,026
Asset value of US Government securities at beginning of year2011-12-31$1,718,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-761,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,281,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,743,229
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,216,949
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,178,330
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$8,516,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,488,903
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,383,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,213,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,487,917
Value of total assets at end of year2010-12-31$28,196,706
Value of total assets at beginning of year2010-12-31$33,607,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$169,956
Total interest from all sources2010-12-31$929,505
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$113,560
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$78,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$101,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,105,778
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,196,706
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,607,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$56,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,545,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,295,593
Value of interest in pooled separate accounts at end of year2010-12-31$194,136
Value of interest in pooled separate accounts at beginning of year2010-12-31$293,992
Interest earned on other investments2010-12-31$929,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$482,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$420,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$420,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$1,718,179
Asset value of US Government securities at beginning of year2010-12-31$3,143,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,071,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,487,917
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,496,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,213,169
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,178,330
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,855,819
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES

2022: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2007 form 5500 responses
2007-01-01Type of plan entityMulitple employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2006 form 5500 responses
2006-01-01Type of plan entityMulitple employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER CINCINNATI, INC. AND AFFILIATED AGENCIES 2005 form 5500 responses
2005-01-01Type of plan entityMulitple employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number770091
Policy instance 1
Insurance contract or identification number770091
Number of Individuals Covered343
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number770091
Policy instance 1
Insurance contract or identification number770091
Number of Individuals Covered366
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number770091
Policy instance 1
Insurance contract or identification number770091
Number of Individuals Covered402
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number770091
Policy instance 1
Insurance contract or identification number770091
Number of Individuals Covered427
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered630
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number770091
Policy instance 1
Insurance contract or identification number770091
Number of Individuals Covered730
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered795
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered895
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered934
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberESP 7009
Policy instance 1
Insurance contract or identification numberESP 7009
Number of Individuals Covered1024
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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