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THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 401k Plan overview

Plan NameTHE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES
Plan identification number 502

THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

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

Company Name:UNITED WAY OF GREATER TOLEDO
Employer identification number (EIN):344427947
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF GREATER TOLEDO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1918-05-15
Company Identification Number: 47506
Legal Registered Office Address: ONE STRANAHAN SQUARE
STE 114
TOLEDO
United States of America (USA)
43604

More information about UNITED WAY OF GREATER TOLEDO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01KATHY DOTY KATHY DOTY2013-06-19
5022011-01-01KATHY DOTY KATHY DOTY2012-07-13
5022009-01-01KATHY DOTY KATHY DOTY2010-07-29

Plan Statistics for THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES

401k plan membership statisitcs for THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES

Measure Date Value
2017: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2017 401k membership
Total participants, beginning-of-year2017-01-01465
Total number of active participants reported on line 7a of the Form 55002017-01-01481
Total of all active and inactive participants2017-01-01481
2016: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2016 401k membership
Total participants, beginning-of-year2016-01-01489
Total number of active participants reported on line 7a of the Form 55002016-01-01465
Total of all active and inactive participants2016-01-01465
2015: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2015 401k membership
Total participants, beginning-of-year2015-01-01478
Total number of active participants reported on line 7a of the Form 55002015-01-01489
Total of all active and inactive participants2015-01-01489
2014: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2014 401k membership
Total participants, beginning-of-year2014-01-01443
Total number of active participants reported on line 7a of the Form 55002014-01-01478
Total of all active and inactive participants2014-01-01478
2013: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2013 401k membership
Total participants, beginning-of-year2013-01-01496
Total number of active participants reported on line 7a of the Form 55002013-01-01443
Total of all active and inactive participants2013-01-01443
2012: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2012 401k membership
Total participants, beginning-of-year2012-01-01489
Total number of active participants reported on line 7a of the Form 55002012-01-01496
Total of all active and inactive participants2012-01-01496
2011: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2011 401k membership
Total participants, beginning-of-year2011-01-01568
Total number of active participants reported on line 7a of the Form 55002011-01-01489
Total of all active and inactive participants2011-01-01489
2009: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2009 401k membership
Total participants, beginning-of-year2009-01-01623
Total number of active participants reported on line 7a of the Form 55002009-01-01579
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01579

Form 5500 Responses for THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES

2017: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes
2016: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes
2015: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes
2014: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2013: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO AND AFFILIATED AGENCIES 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 benefit arrangement – InsuranceYes
2012: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes
2011: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes
2009: THE GROUP DISABILITY INCOME PLAN OF UNITED WAY OF GREATER TOLEDO 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number874395
Policy instance 1
Insurance contract or identification number874395
Number of Individuals Covered481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,734
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,010
Commission paid to Insurance BrokerUSD $4,734
Insurance broker organization code?3
Insurance broker nameSEAWAY FINANCIAL AGENCY, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number874395
Policy instance 1
Insurance contract or identification number874395
Number of Individuals Covered489
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,650
Total amount of fees paid to insurance companyUSD $4
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,169
Commission paid to Insurance BrokerUSD $4,650
Insurance broker organization code?3
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker nameSAVAGE AND ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number874395
Policy instance 1
Insurance contract or identification number874395
Number of Individuals Covered478
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,516
Total amount of fees paid to insurance companyUSD $466
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,237
Commission paid to Insurance BrokerUSD $4,516
Insurance broker organization code?3
Amount paid for insurance broker fees466
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker nameSAVAGE AND ASSOCIATES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number874395
Policy instance 1
Insurance contract or identification number874395
Number of Individuals Covered443
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,142
Commission paid to Insurance BrokerUSD $4,703
Insurance broker organization code?3
Insurance broker nameSEAWAY FINANCIAL AGENCY, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number574395
Policy instance 1
Insurance contract or identification number574395
Number of Individuals Covered496
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,619
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $64,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,619
Insurance broker organization code?3
Insurance broker nameSEAWAY FINANCIAL AGENCY, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number574395
Policy instance 1
Insurance contract or identification number574395
Number of Individuals Covered489
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,492
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $68,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number574395
Policy instance 1
Insurance contract or identification number574395
Number of Individuals Covered568
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,984
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $75,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,420
Insurance broker organization code?3
Insurance broker nameSAVAGE AND ASSOCIATES, INC.

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