401k Plan data: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. plan

DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 401k Plan overview

Plan Name	DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.
Plan identification number	001

DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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 KANSAS CITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER KANSAS CITY, INC.

Employer identification number (EIN): 440545812

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 AMY SMITH 2022-02-02 AMY SMITH 2022-02-02
001 2020-01-01 MICHELLE HOGERTY 2021-07-09 MICHELLE HOGERTY 2021-07-09
001 2019-01-01 MICHELLE HOGERTY 2020-10-13 MICHELLE HOGERTY 2020-10-13
001 2018-01-01 MICHELLE HOGERTY 2019-10-14 MICHELLE HOGERTY 2019-10-14
001 2017-01-01 MICHELLE HOGERTY 2018-10-01 MICHELLE HOGERTY 2018-10-01
001 2016-01-01 MICHELLE HOGERTY 2017-10-03 MICHELLE HOGERTY 2017-10-03
001 2015-01-01 MICHELLE HOGERTY 2016-10-12 MICHELLE HOGERTY 2016-10-12
001 2014-01-01 MICHELLE HOGERTY MICHELLE HOGERTY 2015-10-15
001 2013-01-01 MICHELLE HOGERTY
001 2012-01-01 MICHELLE OVERSTREET MICHELLE OVERSTREET 2013-10-15
001 2011-01-01 MICHELLE OVERSTREET
001 2009-01-01 BRENT STEWART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	AMY SMITH	2022-02-02	AMY SMITH	2022-02-02
001	2020-01-01	MICHELLE HOGERTY	2021-07-09	MICHELLE HOGERTY	2021-07-09
001	2019-01-01	MICHELLE HOGERTY	2020-10-13	MICHELLE HOGERTY	2020-10-13
001	2018-01-01	MICHELLE HOGERTY	2019-10-14	MICHELLE HOGERTY	2019-10-14
001	2017-01-01	MICHELLE HOGERTY	2018-10-01	MICHELLE HOGERTY	2018-10-01
001	2016-01-01	MICHELLE HOGERTY	2017-10-03	MICHELLE HOGERTY	2017-10-03
001	2015-01-01	MICHELLE HOGERTY	2016-10-12	MICHELLE HOGERTY	2016-10-12
001	2014-01-01	MICHELLE HOGERTY		MICHELLE HOGERTY	2015-10-15
001	2013-01-01	MICHELLE HOGERTY
001	2012-01-01	MICHELLE OVERSTREET		MICHELLE OVERSTREET	2013-10-15
001	2011-01-01	MICHELLE OVERSTREET
001	2009-01-01	BRENT STEWART

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure Date Value
2020: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k membership
Market value of plan assets 2020-12-31 2,967,616
Acturial value of plan assets 2020-12-31 2,960,432
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 915,835
Number of terminated vested participants 2020-12-31 34
Fundng target for terminated vested participants 2020-12-31 1,718,364
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 36
Total funding target for all participants 2020-12-31 2,634,199
Balance at beginning of prior year after applicable adjustments 2020-12-31 453,913
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 453,913
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 489,364
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 950,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 885,269
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 467
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 467
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 467
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 885,269
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k membership
Market value of plan assets 2019-12-31 2,892,622
Acturial value of plan assets 2019-12-31 2,996,259
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 922,620
Number of terminated vested participants 2019-12-31 35
Fundng target for terminated vested participants 2019-12-31 1,611,571
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 37
Total funding target for all participants 2019-12-31 2,534,191
Balance at beginning of prior year after applicable adjustments 2019-12-31 559,817
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 559,817
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 647,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 684,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 106,464
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 453,913
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 49,802
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 48,712
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 8,155
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 48,712
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k membership
Market value of plan assets 2018-12-31 2,996,205
Acturial value of plan assets 2018-12-31 3,062,033
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 927,988
Number of terminated vested participants 2018-12-31 37
Fundng target for terminated vested participants 2018-12-31 2,124,803
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 39
Total funding target for all participants 2018-12-31 3,052,791
Balance at beginning of prior year after applicable adjustments 2018-12-31 547,498
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 547,498
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 559,817
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 815,154
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 746,740
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 5,765
Net shortfall amortization installment of oustanding balance 2018-12-31 550,575
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 99,602
Additional cash requirement 2018-12-31 99,602
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 746,740
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k membership
Market value of plan assets 2017-12-31 2,900,347
Acturial value of plan assets 2017-12-31 2,998,034
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 965,233
Number of terminated vested participants 2017-12-31 37
Fundng target for terminated vested participants 2017-12-31 2,056,739
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 39
Total funding target for all participants 2017-12-31 3,021,972
Balance at beginning of prior year after applicable adjustments 2017-12-31 527,862
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 527,862
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 58
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 62
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 547,498
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 107,801
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 99,602
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 5,765
Net shortfall amortization installment of oustanding balance 2017-12-31 571,436
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 99,602
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 99,602
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 99,602
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k membership
Market value of plan assets 2016-12-31 3,716,923
Acturial value of plan assets 2016-12-31 3,903,122
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 977,157
Number of terminated vested participants 2016-12-31 52
Fundng target for terminated vested participants 2016-12-31 2,614,021
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 54
Total funding target for all participants 2016-12-31 3,591,178
Balance at beginning of prior year after applicable adjustments 2016-12-31 523,933
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 523,933
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 527,862
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 7,294
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 6,648
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 6,590
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 6,590
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 6,590
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 6,648
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 83
Total of all active and inactive participants 2014-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 76
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 80
Total of all active and inactive participants 2012-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 108
2011: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 77
Total of all active and inactive participants 2011-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 68
Total of all active and inactive participants 2009-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k membership
Market value of plan assets	2020-12-31	2,967,616
Acturial value of plan assets	2020-12-31	2,960,432
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	915,835
Number of terminated vested participants	2020-12-31	34
Fundng target for terminated vested participants	2020-12-31	1,718,364
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	36
Total funding target for all participants	2020-12-31	2,634,199
Balance at beginning of prior year after applicable adjustments	2020-12-31	453,913
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	453,913
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	489,364
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	950,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	885,269
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	467
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	467
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	467
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	885,269
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k membership
Market value of plan assets	2019-12-31	2,892,622
Acturial value of plan assets	2019-12-31	2,996,259
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	922,620
Number of terminated vested participants	2019-12-31	35
Fundng target for terminated vested participants	2019-12-31	1,611,571
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	37
Total funding target for all participants	2019-12-31	2,534,191
Balance at beginning of prior year after applicable adjustments	2019-12-31	559,817
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	559,817
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	647,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	684,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	106,464
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	453,913
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	49,802
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	48,712
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	8,155
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	48,712
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k membership
Market value of plan assets	2018-12-31	2,996,205
Acturial value of plan assets	2018-12-31	3,062,033
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	927,988
Number of terminated vested participants	2018-12-31	37
Fundng target for terminated vested participants	2018-12-31	2,124,803
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	39
Total funding target for all participants	2018-12-31	3,052,791
Balance at beginning of prior year after applicable adjustments	2018-12-31	547,498
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	547,498
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	559,817
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	815,154
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	746,740
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	5,765
Net shortfall amortization installment of oustanding balance	2018-12-31	550,575
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	99,602
Additional cash requirement	2018-12-31	99,602
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	746,740
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k membership
Market value of plan assets	2017-12-31	2,900,347
Acturial value of plan assets	2017-12-31	2,998,034
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	965,233
Number of terminated vested participants	2017-12-31	37
Fundng target for terminated vested participants	2017-12-31	2,056,739
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	39
Total funding target for all participants	2017-12-31	3,021,972
Balance at beginning of prior year after applicable adjustments	2017-12-31	527,862
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	527,862
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	58
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	62
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	547,498
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	107,801
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	99,602
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	5,765
Net shortfall amortization installment of oustanding balance	2017-12-31	571,436
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	99,602
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	99,602
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	99,602
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k membership
Market value of plan assets	2016-12-31	3,716,923
Acturial value of plan assets	2016-12-31	3,903,122
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	977,157
Number of terminated vested participants	2016-12-31	52
Fundng target for terminated vested participants	2016-12-31	2,614,021
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	54
Total funding target for all participants	2016-12-31	3,591,178
Balance at beginning of prior year after applicable adjustments	2016-12-31	523,933
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	523,933
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	527,862
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	7,294
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	6,648
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	6,590
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	6,590
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	6,590
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	6,648
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	83
Total of all active and inactive participants	2014-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	76
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	80
Total of all active and inactive participants	2012-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	108
2011: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	77
Total of all active and inactive participants	2011-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	68
Total of all active and inactive participants	2009-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure	Date	Value
2014 : DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$243,564
Total of all expenses incurred	2014-12-31	$1,054,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,041,020
Value of total assets at end of year	2014-12-31	$5,353,278
Value of total assets at beginning of year	2014-12-31	$6,164,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
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	$-810,726
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,353,278
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,164,004
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	$3,742,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,577,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,610,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$536,527
Net investment gain/loss from pooled separate accounts	2014-12-31	$243,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,041,020
Contract administrator fees	2014-12-31	$13,270
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	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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	$1,078,128
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,160,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,125,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$50,000
Value of total assets at end of year	2013-12-31	$6,164,004
Value of total assets at beginning of year	2013-12-31	$6,246,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$35,227
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
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	$-82,540
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,164,004
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,246,544
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	$5,577,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,343,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$536,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$903,443
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,125,441
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,028,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$50,000
Employer contributions (assets) at end of year	2013-12-31	$50,000
Contract administrator fees	2013-12-31	$35,227
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	BKD LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2012 401k financial data
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	$1,014,132
Total of all expenses incurred	2012-12-31	$339,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$337,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$396,000
Value of total assets at end of year	2012-12-31	$6,246,544
Value of total assets at beginning of year	2012-12-31	$5,572,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other income not declared elsewhere	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	$674,473
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,246,544
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,572,071
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	$5,343,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,738,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$903,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$833,133
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$337,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$618,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$396,000
Employer contributions (assets) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$1,780
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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	BKD LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2011 401k financial data
Total transfer of assets from this plan	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	$353,766
Total of all expenses incurred	2011-12-31	$161,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$144,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$354,000
Value of total assets at end of year	2011-12-31	$5,572,071
Value of total assets at beginning of year	2011-12-31	$5,380,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$-234
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	$191,952
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,572,071
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,380,119
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	$4,738,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,727,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$833,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$652,917
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$144,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	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	$354,000
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$0
Contract administrator fees	2011-12-31	$16,880
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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	BKD LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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	$616,092
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$118,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$109,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$5,380,119
Value of total assets at beginning of year	2010-12-31	$4,882,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,260
Total interest from all sources	2010-12-31	$0
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	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$616,092
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	$497,744
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,380,119
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,882,375
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	$4,727,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,596,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$652,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$285,656
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$109,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$9,260
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	BKD LLP
Accountancy firm EIN	2010-12-31	440160260

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

2014: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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 benefit arrangement – Insurance	Yes
2013: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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 benefit arrangement – Insurance	Yes
2012: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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 benefit arrangement – Insurance	Yes
2011: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 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 benefit arrangement – Insurance	Yes
2009: DEFINED BENEFIT PENSION PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	85
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	101
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,167
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Amount paid for insurance broker fees	1167
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	ST. LOUIS OFFICE

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

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	108
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $230
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	63
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	RYAN GILL

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

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Number of Individuals Covered	113
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

052010-J

Policy instance

Insurance contract or identification number	052010-J
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED WAY OF GREATER KANSAS CITY, INC.
Employer identification number (EIN):	440545812
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations