401k Plan data: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN plan

UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN
Plan identification number	003

UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: UNITED WAY OF GREATER CLEVELAND

Employer identification number (EIN): 346516654

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

Additional information about UNITED WAY OF GREATER CLEVELAND

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1957-08-27

Company Identification Number: 265796

Legal Registered Office Address: 1331 EUCLID AVE
-
CLEVELAND
United States of America (USA)
441151854

More information about UNITED WAY OF GREATER CLEVELAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 AUGUST NAPOLI
003 2016-01-01 AUGUST NAPOLI
003 2015-01-01 AUGUST NAPOLI
003 2014-01-01 WILLIAM J. KITSON III
003 2013-01-01 WILLIAM J. KITSON III
003 2012-01-01 WILLIAM J. KITSON III
003 2011-01-01 WILLIAM J. KITSON III
003 2010-01-01 K. MICHAEL BENZ

Plan Statistics for UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN

Measure Date Value
2022: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 102
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 160
Number of participants with account balances 2022-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 110
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 163
Number of participants with account balances 2021-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 111
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 132
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 185
Number of participants with account balances 2019-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 156
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 200
Number of participants with account balances 2018-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 147
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 70
Total of all active and inactive participants 2017-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 225
Number of participants with account balances 2017-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 146
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 206
Number of participants with account balances 2016-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 16
2015: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 146
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 144
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 189
Number of participants with account balances 2014-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 175
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 43
Total of all active and inactive participants 2013-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 223
Number of participants with account balances 2013-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 152
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 33
Total of all active and inactive participants 2012-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 185
Number of participants with account balances 2012-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 142
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 144
Total participants 2011-01-01 144
Number of participants with account balances 2011-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 135
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 139
Total participants 2010-01-01 139
Number of participants with account balances 2010-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2022: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	102
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	160
Number of participants with account balances	2022-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	110
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	163
Number of participants with account balances	2021-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	111
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	132
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	185
Number of participants with account balances	2019-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	156
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	200
Number of participants with account balances	2018-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	147
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	70
Total of all active and inactive participants	2017-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	225
Number of participants with account balances	2017-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	146
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	206
Number of participants with account balances	2016-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	16
2015: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	146
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	144
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	189
Number of participants with account balances	2014-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	175
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	43
Total of all active and inactive participants	2013-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	223
Number of participants with account balances	2013-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	152
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	33
Total of all active and inactive participants	2012-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	185
Number of participants with account balances	2012-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	142
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	144
Total participants	2011-01-01	144
Number of participants with account balances	2011-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	135
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	139
Total participants	2010-01-01	139
Number of participants with account balances	2010-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN

Measure	Date	Value
2022 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$0
Total income from all sources (including contributions)	2022-12-31	$-272,558
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$614,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$570,760
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$852,399
Value of total assets at end of year	2022-12-31	$6,426,473
Value of total assets at beginning of year	2022-12-31	$7,313,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,761
Total interest from all sources	2022-12-31	$14,206
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$178,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$178,535
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$426,273
Participant contributions at end of year	2022-12-31	$25,119
Participant contributions at beginning of year	2022-12-31	$36,063
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$14,741
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$129,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-887,415
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,426,473
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,313,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,694,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,555,313
Interest on participant loans	2022-12-31	$1,534
Interest earned on other investments	2022-12-31	$12,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$706,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$619,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,317,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$296,515
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$87,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$570,760
Contract administrator fees	2022-12-31	$41,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	APPLE GROWTH PARTNERS
Accountancy firm EIN	2022-12-31	814504770
2021 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,645,575
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,243,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,233,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$800,472
Value of total assets at end of year	2021-12-31	$7,313,888
Value of total assets at beginning of year	2021-12-31	$6,911,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,191
Total interest from all sources	2021-12-31	$9,795
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$389,554
Participant contributions at end of year	2021-12-31	$36,063
Participant contributions at beginning of year	2021-12-31	$49,411
Participant contributions at end of year	2021-12-31	$14,741
Participant contributions at beginning of year	2021-12-31	$13,757
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$52,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$402,173
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,313,888
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,911,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,555,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,979,315
Interest on participant loans	2021-12-31	$1,788
Interest earned on other investments	2021-12-31	$8,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$619,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$779,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$835,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$358,811
Employer contributions (assets) at end of year	2021-12-31	$87,792
Employer contributions (assets) at beginning of year	2021-12-31	$89,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,233,211
Contract administrator fees	2021-12-31	$10,191
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	APPLE GROWTH PARTNERS
Accountancy firm EIN	2021-12-31	814504770
2020 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,517,745
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$600,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$596,060
Expenses. Certain deemed distributions of participant loans	2020-12-31	$-1,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$736,562
Value of total assets at end of year	2020-12-31	$6,911,715
Value of total assets at beginning of year	2020-12-31	$5,994,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,962
Total interest from all sources	2020-12-31	$1,668
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$381,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$381,074
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$376,771
Participant contributions at end of year	2020-12-31	$49,411
Participant contributions at beginning of year	2020-12-31	$22,342
Participant contributions at end of year	2020-12-31	$13,757
Participant contributions at beginning of year	2020-12-31	$11,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$917,067
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,911,715
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,994,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,979,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,352,901
Interest on participant loans	2020-12-31	$1,668
Interest earned on other investments	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$779,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$518,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$398,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$359,791
Employer contributions (assets) at end of year	2020-12-31	$89,856
Employer contributions (assets) at beginning of year	2020-12-31	$89,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$596,060
Contract administrator fees	2020-12-31	$5,962
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,792,635
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$554,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$545,629
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$829,043
Value of total assets at end of year	2019-12-31	$5,994,648
Value of total assets at beginning of year	2019-12-31	$4,756,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,933
Total interest from all sources	2019-12-31	$1,209
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$240,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$240,670
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$356,955
Participant contributions at end of year	2019-12-31	$22,342
Participant contributions at beginning of year	2019-12-31	$24,028
Participant contributions at end of year	2019-12-31	$11,016
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$114,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,237,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,994,648
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,756,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,352,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,220,369
Interest on participant loans	2019-12-31	$1,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$518,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$415,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$721,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$357,270
Employer contributions (assets) at end of year	2019-12-31	$89,909
Employer contributions (assets) at beginning of year	2019-12-31	$96,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$545,629
Contract administrator fees	2019-12-31	$7,933
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$865,813
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,088,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,080,621
Expenses. Certain deemed distributions of participant loans	2018-12-31	$965
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,092,350
Value of total assets at end of year	2018-12-31	$4,756,919
Value of total assets at beginning of year	2018-12-31	$6,979,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,435
Total interest from all sources	2018-12-31	$9,999
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$374,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$374,194
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$397,334
Participant contributions at end of year	2018-12-31	$24,028
Participant contributions at beginning of year	2018-12-31	$35,757
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$20,795
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$330,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,222,208
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,756,919
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,979,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,220,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,352,458
Interest on participant loans	2018-12-31	$1,387
Interest earned on other investments	2018-12-31	$8,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$415,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,488,429
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$952,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-610,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$364,681
Employer contributions (assets) at end of year	2018-12-31	$96,969
Employer contributions (assets) at beginning of year	2018-12-31	$81,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,127,658
Contract administrator fees	2018-12-31	$6,435
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2018-12-31	341818258
2017 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,560,257
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,053,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,045,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$635,215
Value of total assets at end of year	2017-12-31	$6,979,127
Value of total assets at beginning of year	2017-12-31	$6,472,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,538
Total interest from all sources	2017-12-31	$24,097
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$273,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$273,371
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$298,842
Participant contributions at end of year	2017-12-31	$35,757
Participant contributions at beginning of year	2017-12-31	$49,571
Participant contributions at end of year	2017-12-31	$20,795
Participant contributions at beginning of year	2017-12-31	$8,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$507,088
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,979,127
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,472,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,352,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,264,029
Interest on participant loans	2017-12-31	$1,838
Interest earned on other investments	2017-12-31	$22,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,488,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,055,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$627,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$336,373
Employer contributions (assets) at end of year	2017-12-31	$81,688
Employer contributions (assets) at beginning of year	2017-12-31	$93,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,045,631
Contract administrator fees	2017-12-31	$7,538
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2017-12-31	341818258
2016 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,045,710
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$839,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$834,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$707,210
Value of total assets at end of year	2016-12-31	$6,472,039
Value of total assets at beginning of year	2016-12-31	$6,266,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,103
Total interest from all sources	2016-12-31	$33,894
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$103,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$103,139
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$299,750
Participant contributions at end of year	2016-12-31	$49,571
Participant contributions at beginning of year	2016-12-31	$50,073
Participant contributions at end of year	2016-12-31	$8,984
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$205,738
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,472,039
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,266,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,264,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,803,997
Interest on participant loans	2016-12-31	$1,966
Interest earned on other investments	2016-12-31	$31,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,055,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,311,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$201,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$347,686
Employer contributions (assets) at end of year	2016-12-31	$93,619
Employer contributions (assets) at beginning of year	2016-12-31	$101,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$834,869
Contract administrator fees	2016-12-31	$5,103
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2016-12-31	341818258
2015 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$597,070
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$432,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$429,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$671,370
Value of total assets at end of year	2015-12-31	$6,266,301
Value of total assets at beginning of year	2015-12-31	$6,101,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,863
Total interest from all sources	2015-12-31	$173,337
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$7,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$7,315
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$286,776
Participant contributions at end of year	2015-12-31	$50,073
Participant contributions at beginning of year	2015-12-31	$18,988
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$10,994
Other income not declared elsewhere	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$164,715
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,266,301
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,101,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,803,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,718,495
Interest on participant loans	2015-12-31	$1,150
Interest earned on other investments	2015-12-31	$172,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,311,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,266,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-254,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$384,594
Employer contributions (assets) at end of year	2015-12-31	$101,219
Employer contributions (assets) at beginning of year	2015-12-31	$86,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$429,492
Contract administrator fees	2015-12-31	$2,863
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2015-12-31	341818258
2014 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$926,178
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$264,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$260,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$631,855
Value of total assets at end of year	2014-12-31	$6,101,586
Value of total assets at beginning of year	2014-12-31	$5,440,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,845
Total interest from all sources	2014-12-31	$254,631
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$948
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$284,534
Participant contributions at end of year	2014-12-31	$18,988
Participant contributions at beginning of year	2014-12-31	$14,409
Participant contributions at end of year	2014-12-31	$10,994
Participant contributions at beginning of year	2014-12-31	$10,459
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$661,461
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,101,586
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,440,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,718,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,137,144
Interest on participant loans	2014-12-31	$540
Interest earned on other investments	2014-12-31	$254,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,266,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,195,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$38,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$343,838
Employer contributions (assets) at end of year	2014-12-31	$86,865
Employer contributions (assets) at beginning of year	2014-12-31	$82,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$260,872
Contract administrator fees	2014-12-31	$3,845
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2014-12-31	341818258
2013 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,355,590
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$679,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$675,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$623,314
Value of total assets at end of year	2013-12-31	$5,440,125
Value of total assets at beginning of year	2013-12-31	$4,764,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,119
Total interest from all sources	2013-12-31	$25,729
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$145,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$145,559
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$270,342
Participant contributions at end of year	2013-12-31	$14,409
Participant contributions at beginning of year	2013-12-31	$12,355
Participant contributions at end of year	2013-12-31	$10,459
Participant contributions at beginning of year	2013-12-31	$11,185
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$675,867
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,440,125
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,764,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,137,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,440,030
Interest on participant loans	2013-12-31	$555
Interest earned on other investments	2013-12-31	$25,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,195,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,193,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$560,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$349,492
Employer contributions (assets) at end of year	2013-12-31	$82,312
Employer contributions (assets) at beginning of year	2013-12-31	$107,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$675,604
Contract administrator fees	2013-12-31	$4,119
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2013-12-31	341818258
2012 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,099,864
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$385,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$381,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$700,677
Value of total assets at end of year	2012-12-31	$4,764,258
Value of total assets at beginning of year	2012-12-31	$4,049,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,827
Total interest from all sources	2012-12-31	$33,569
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,741
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$268,841
Participant contributions at end of year	2012-12-31	$12,355
Participant contributions at beginning of year	2012-12-31	$7,530
Participant contributions at end of year	2012-12-31	$11,185
Participant contributions at beginning of year	2012-12-31	$10,968
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,567
Other income not declared elsewhere	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$714,415
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,764,258
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,049,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,440,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,770,362
Interest on participant loans	2012-12-31	$289
Interest earned on other investments	2012-12-31	$33,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,193,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,159,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$362,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$423,269
Employer contributions (assets) at end of year	2012-12-31	$107,401
Employer contributions (assets) at beginning of year	2012-12-31	$101,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$381,622
Contract administrator fees	2012-12-31	$3,827
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2012-12-31	341818258
2011 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$647,493
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$205,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$201,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$692,480
Value of total assets at end of year	2011-12-31	$4,049,843
Value of total assets at beginning of year	2011-12-31	$3,608,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,085
Total interest from all sources	2011-12-31	$26,472
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$45,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$45,239
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$268,250
Participant contributions at end of year	2011-12-31	$7,530
Participant contributions at beginning of year	2011-12-31	$5,112
Participant contributions at end of year	2011-12-31	$10,968
Participant contributions at beginning of year	2011-12-31	$12,355
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$441,501
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,049,843
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,608,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,770,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,191,385
Interest on participant loans	2011-12-31	$95
Interest earned on other investments	2011-12-31	$26,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,159,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,296,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-116,698
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$424,230
Employer contributions (assets) at end of year	2011-12-31	$101,064
Employer contributions (assets) at beginning of year	2011-12-31	$101,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$201,907
Contract administrator fees	2011-12-31	$4,085
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2011-12-31	341818258
2010 : UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$986,836
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$26,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$25,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$701,595
Value of total assets at end of year	2010-12-31	$3,608,342
Value of total assets at beginning of year	2010-12-31	$2,648,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,452
Total interest from all sources	2010-12-31	$25,665
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$255,797
Participant contributions at end of year	2010-12-31	$5,112
Participant contributions at beginning of year	2010-12-31	$4,689
Participant contributions at end of year	2010-12-31	$12,355
Participant contributions at beginning of year	2010-12-31	$7,584
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$26,602
Other income not declared elsewhere	2010-12-31	$12,884
Total non interest bearing cash at end of year	2010-12-31	$918
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$959,968
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,608,342
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,648,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,191,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,319,387
Income. Interest from loans (other than to participants)	2010-12-31	$334
Interest earned on other investments	2010-12-31	$25,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,296,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,316,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$246,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$419,196
Employer contributions (assets) at end of year	2010-12-31	$101,750
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$25,416
Contract administrator fees	2010-12-31	$1,452
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2010-12-31	341818258

Form 5500 Responses for UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN

2022: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

767327-01

Policy instance

Insurance contract or identification number	767327-01
Number of Individuals Covered	30
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	160
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	150
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050003-C

Policy instance

Insurance contract or identification number	050003-C
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	162
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005817-001081

Policy instance

Insurance contract or identification number	005817-001081
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050003-C

Policy instance

Insurance contract or identification number	050003-C
Number of Individuals Covered	21
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60512 - 1

Policy instance

Insurance contract or identification number	MR 60512 - 1
Number of Individuals Covered	151
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

005817-001081

Policy instance

Insurance contract or identification number	005817-001081
Number of Individuals Covered	34
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	UNITED WAY OF GREATER CLEVELAND
Employer identification number (EIN):	346516654
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1957-08-27
Company Identification Number:	265796
Legal Registered Office Address:	1331 EUCLID AVE - CLEVELAND United States of America (USA) 441151854