?>
Logo

DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 401k Plan overview

Plan NameDEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.
Plan identification number 001

DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

METRO UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:METRO UNITED WAY, INC.
Employer identification number (EIN):610444680
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHILLIP BOND PHILLIP BOND2018-10-15
0012016-01-01PHILLIP BOND PHILLIP BOND2017-10-16
0012015-01-01PHILLIP BOND PHILLIP BOND2016-10-17
0012014-01-01PHILLIP BOND PHILLIP BOND2015-10-15
0012013-01-01PHILLIP BOND PHILLIP BOND2014-10-15
0012012-01-01PHILLIP BOND PHILLIP BOND2013-10-14
0012011-01-01PHILLIP BOND
0012010-01-01PHILLIP BOND
0012009-01-01PHILLIP BOND
0012008-01-01PHILLIP BOND

Plan Statistics for DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.

401k plan membership statisitcs for DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.

Measure Date Value
2022: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2022 401k membership
Market value of plan assets2022-12-3115,710,461
Acturial value of plan assets2022-12-3114,612,791
Funding target for retired participants and beneficiaries receiving payment2022-12-315,472,353
Number of terminated vested participants2022-12-3174
Fundng target for terminated vested participants2022-12-313,537,821
Active participant vested funding target2022-12-313,322,530
Number of active participants2022-12-3137
Total funding liabilities for active participants2022-12-313,333,110
Total participant count2022-12-31164
Total funding target for all participants2022-12-3112,343,284
Balance at beginning of prior year after applicable adjustments2022-12-31711,964
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,402,698
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-31116,500
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31595,464
Amount remaining of prefunding balance2022-12-311,402,698
Present value of excess contributions2022-12-31169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31674,958
Balance of prefunding at beginning of current year2022-12-311,589,958
Total employer contributions2022-12-31275,751
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31260,094
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31264,397
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31259,806
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31259,806
Contributions allocatedtoward minimum required contributions for current year2022-12-31260,094
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-0177
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01191
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2021 401k membership
Market value of plan assets2021-12-3112,274,150
Acturial value of plan assets2021-12-3112,938,392
Funding target for retired participants and beneficiaries receiving payment2021-12-314,737,811
Number of terminated vested participants2021-12-3176
Fundng target for terminated vested participants2021-12-313,508,117
Active participant vested funding target2021-12-313,185,918
Number of active participants2021-12-3140
Total funding liabilities for active participants2021-12-313,230,008
Total participant count2021-12-31161
Total funding target for all participants2021-12-3111,475,936
Balance at beginning of prior year after applicable adjustments2021-12-31839,127
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,208,910
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-31225,524
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31613,603
Amount remaining of prefunding balance2021-12-311,208,910
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31711,964
Balance of prefunding at beginning of current year2021-12-311,402,698
Total employer contributions2021-12-3160,788
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3157,541
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31173,872
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31173,872
Carryover balance elected to use to offset funding requirement2021-12-31116,500
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3157,372
Contributions allocatedtoward minimum required contributions for current year2021-12-3157,541
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Number of retired or separated participants receiving benefits2021-01-0144
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01158
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2020 401k membership
Market value of plan assets2020-12-3112,670,665
Acturial value of plan assets2020-12-3112,060,155
Funding target for retired participants and beneficiaries receiving payment2020-12-314,665,577
Number of terminated vested participants2020-12-3175
Fundng target for terminated vested participants2020-12-313,209,910
Active participant vested funding target2020-12-313,343,081
Number of active participants2020-12-3149
Total funding liabilities for active participants2020-12-313,405,462
Total participant count2020-12-31165
Total funding target for all participants2020-12-3111,280,949
Balance at beginning of prior year after applicable adjustments2020-12-31818,505
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,007,005
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31119,524
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31698,981
Amount remaining of prefunding balance2020-12-311,007,005
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31839,127
Balance of prefunding at beginning of current year2020-12-311,208,910
Total employer contributions2020-12-3130,050
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3129,504
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31255,028
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31255,028
Carryover balance elected to use to offset funding requirement2020-12-31225,524
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3129,504
Contributions allocatedtoward minimum required contributions for current year2020-12-3129,504
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-0139
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01161
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2019 401k membership
Market value of plan assets2019-12-3110,824,948
Acturial value of plan assets2019-12-3111,304,119
Funding target for retired participants and beneficiaries receiving payment2019-12-314,122,614
Number of terminated vested participants2019-12-3181
Fundng target for terminated vested participants2019-12-313,750,684
Active participant vested funding target2019-12-313,142,932
Number of active participants2019-12-3150
Total funding liabilities for active participants2019-12-313,248,754
Total participant count2019-12-31165
Total funding target for all participants2019-12-3111,122,052
Balance at beginning of prior year after applicable adjustments2019-12-31931,940
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,046,783
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3181,103
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31850,837
Amount remaining of prefunding balance2019-12-311,046,783
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31818,505
Balance of prefunding at beginning of current year2019-12-311,007,005
Total employer contributions2019-12-3190,166
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3187,775
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31207,299
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31207,299
Carryover balance elected to use to offset funding requirement2019-12-31119,524
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3187,775
Contributions allocatedtoward minimum required contributions for current year2019-12-3187,775
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-0149
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01163
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2018 401k membership
Market value of plan assets2018-12-3111,443,858
Acturial value of plan assets2018-12-3110,817,849
Funding target for retired participants and beneficiaries receiving payment2018-12-313,354,501
Number of terminated vested participants2018-12-3176
Fundng target for terminated vested participants2018-12-313,474,209
Active participant vested funding target2018-12-313,040,570
Number of active participants2018-12-3161
Total funding liabilities for active participants2018-12-313,123,451
Total participant count2018-12-31169
Total funding target for all participants2018-12-319,952,161
Balance at beginning of prior year after applicable adjustments2018-12-31912,851
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31908,272
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31104,226
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31808,625
Amount remaining of prefunding balance2018-12-31908,272
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31931,940
Balance of prefunding at beginning of current year2018-12-311,046,783
Total employer contributions2018-12-31168,436
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31163,990
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31245,093
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31245,093
Carryover balance elected to use to offset funding requirement2018-12-3181,103
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31163,990
Contributions allocatedtoward minimum required contributions for current year2018-12-31163,990
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-0154
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01167
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2017 401k membership
Market value of plan assets2017-12-3110,028,197
Acturial value of plan assets2017-12-3110,106,182
Funding target for retired participants and beneficiaries receiving payment2017-12-311,564,078
Number of terminated vested participants2017-12-3178
Fundng target for terminated vested participants2017-12-314,502,386
Active participant vested funding target2017-12-313,034,108
Number of active participants2017-12-3162
Total funding liabilities for active participants2017-12-313,123,403
Total participant count2017-12-31166
Total funding target for all participants2017-12-319,189,867
Balance at beginning of prior year after applicable adjustments2017-12-31899,891
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31837,117
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3158,554
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31841,337
Amount remaining of prefunding balance2017-12-31837,117
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31912,851
Balance of prefunding at beginning of current year2017-12-31908,272
Total employer contributions2017-12-31190,316
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31184,824
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31289,050
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31289,050
Carryover balance elected to use to offset funding requirement2017-12-31104,226
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31184,824
Contributions allocatedtoward minimum required contributions for current year2017-12-31184,824
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-0128
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01167
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2016 401k membership
Market value of plan assets2016-12-319,146,706
Acturial value of plan assets2016-12-319,504,948
Funding target for retired participants and beneficiaries receiving payment2016-12-311,279,603
Number of terminated vested participants2016-12-3176
Fundng target for terminated vested participants2016-12-312,972,234
Active participant vested funding target2016-12-313,944,613
Number of active participants2016-12-3164
Total funding liabilities for active participants2016-12-314,020,559
Total participant count2016-12-31164
Total funding target for all participants2016-12-318,272,396
Balance at beginning of prior year after applicable adjustments2016-12-31908,823
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31835,696
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3110,459
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31898,364
Amount remaining of prefunding balance2016-12-31835,696
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31899,891
Balance of prefunding at beginning of current year2016-12-31837,117
Total employer contributions2016-12-31250,356
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31243,851
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31302,405
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31302,405
Carryover balance elected to use to offset funding requirement2016-12-3158,554
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31243,851
Contributions allocatedtoward minimum required contributions for current year2016-12-31243,851
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-0164
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01167
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01165
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-0161
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01158
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-0162
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-0162
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0175
Total of all active and inactive participants2010-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-0162
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014
2008: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2008 401k membership
Total participants, beginning-of-year2008-01-01131
Total number of active participants reported on line 7a of the Form 55002008-01-0157
Number of retired or separated participants receiving benefits2008-01-013
Number of other retired or separated participants entitled to future benefits2008-01-0174
Total of all active and inactive participants2008-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-016

Financial Data on DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.

Measure Date Value
2022 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,817,100
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$534,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$491,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$296,550
Value of total assets at end of year2022-12-31$13,338,984
Value of total assets at beginning of year2022-12-31$15,690,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,495
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$4,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,351,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,338,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,690,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,266
Value of interest in pooled separate accounts at end of year2022-12-31$13,156,984
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,429,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$237,599
Net investment gain/loss from pooled separate accounts2022-12-31$-2,118,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$296,550
Employer contributions (assets) at end of year2022-12-31$182,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$491,740
Contract administrator fees2022-12-31$42,495
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARDING SHYMANSKI & CO
Accountancy firm EIN2022-12-31341346211
2021 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,874,772
Total unrealized appreciation/depreciation of assets2021-12-31$1,874,772
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$1,913,068
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$498,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$471,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,296
Value of total assets at end of year2021-12-31$15,690,319
Value of total assets at beginning of year2021-12-31$14,275,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,464
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$12,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,414,477
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,690,319
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,275,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,266
Value of interest in pooled separate accounts at end of year2021-12-31$15,429,454
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,559,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$237,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$714,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$38,296
Employer contributions (assets) at beginning of year2021-12-31$1,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$471,127
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARDING SHYMANSKI AND CO.
Accountancy firm EIN2021-12-31341346211
2020 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,998,088
Total unrealized appreciation/depreciation of assets2020-12-31$1,998,088
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$2,032,524
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$427,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$398,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,742
Value of total assets at end of year2020-12-31$14,275,842
Value of total assets at beginning of year2020-12-31$12,670,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,831
Total interest from all sources2020-12-31$2,694
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$12,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,605,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,275,842
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,670,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,559,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,666,202
Interest earned on other investments2020-12-31$2,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$714,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,742
Employer contributions (assets) at end of year2020-12-31$1,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$398,516
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HARDING SHYMANSKI AND CO.
Accountancy firm EIN2020-12-31341346211
2019 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,141,137
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,141,137
Total unrealized appreciation/depreciation of assets2019-12-31$2,141,137
Total unrealized appreciation/depreciation of assets2019-12-31$2,141,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$2,231,380
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$385,663
Total of all expenses incurred2019-12-31$385,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$357,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,166
Value of total assets at end of year2019-12-31$12,670,665
Value of total assets at end of year2019-12-31$12,670,665
Value of total assets at beginning of year2019-12-31$10,824,948
Value of total assets at beginning of year2019-12-31$10,824,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,539
Total interest from all sources2019-12-31$77
Total interest from all sources2019-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$11,275
Administrative expenses (other) incurred2019-12-31$11,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,845,717
Value of net income/loss2019-12-31$1,845,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,670,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,670,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,824,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,824,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,666,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,666,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,814,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,814,088
Interest earned on other investments2019-12-31$77
Interest earned on other investments2019-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$90,166
Contributions received in cash from employer2019-12-31$90,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$357,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$357,124
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARDINGSHYMANSKI AND CO.
Accountancy firm name2019-12-31HARDINGSHYMANSKI AND CO.
Accountancy firm EIN2019-12-31341346211
Accountancy firm EIN2019-12-31341346211
2018 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-434,981
Total unrealized appreciation/depreciation of assets2018-12-31$-434,981
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$0
Total income from all sources (including contributions)2018-12-31$-262,954
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$355,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$326,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$168,436
Value of total assets at end of year2018-12-31$10,824,948
Value of total assets at beginning of year2018-12-31$11,443,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,772
Total interest from all sources2018-12-31$3,591
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$11,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-618,910
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,824,948
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,443,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,814,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,677,524
Interest earned on other investments2018-12-31$3,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$766,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$168,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$326,184
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HARDING SHYMANSKI AND CO.
Accountancy firm EIN2018-12-31341346211
2017 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,480,962
Total unrealized appreciation/depreciation of assets2017-12-31$1,480,962
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$1,674,844
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$259,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$228,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$190,316
Value of total assets at end of year2017-12-31$11,443,858
Value of total assets at beginning of year2017-12-31$10,028,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,250
Total interest from all sources2017-12-31$3,566
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$11,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,415,661
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,443,858
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,028,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,677,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,196,562
Interest earned on other investments2017-12-31$3,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$766,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$831,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$190,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$228,933
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HARDING SHYMANSKI AND CO.
Accountancy firm EIN2017-12-31341346211
2016 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$774,900
Total unrealized appreciation/depreciation of assets2016-12-31$774,900
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$1,033,123
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$151,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$122,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$250,356
Value of total assets at end of year2016-12-31$10,028,197
Value of total assets at beginning of year2016-12-31$9,146,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,832
Total interest from all sources2016-12-31$7,867
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$10,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$881,491
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,028,197
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,146,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,196,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,421,662
Interest earned on other investments2016-12-31$7,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$831,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$725,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$250,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$122,800
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HARDING SHYMANSKI AND CO.
Accountancy firm EIN2016-12-31351346211
2015 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$9,210
Total unrealized appreciation/depreciation of assets2015-12-31$9,210
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$280,179
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$153,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$123,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$264,287
Value of total assets at end of year2015-12-31$9,146,706
Value of total assets at beginning of year2015-12-31$9,020,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,883
Total interest from all sources2015-12-31$6,682
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$11,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$126,419
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,146,706
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,020,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,421,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,412,452
Interest earned on other investments2015-12-31$6,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$725,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$607,835
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$23,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$264,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100,599
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2015-12-31351346211
2014 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$605,413
Total unrealized appreciation/depreciation of assets2014-12-31$605,413
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$884,670
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$126,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$95,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$274,374
Value of total assets at end of year2014-12-31$9,020,287
Value of total assets at beginning of year2014-12-31$8,262,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,128
Total interest from all sources2014-12-31$4,883
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$13,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$757,857
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,020,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,262,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,412,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,807,039
Interest earned on other investments2014-12-31$4,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$607,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$400,391
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$16,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$274,374
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,782
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2014-12-31351346211
2013 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,227,087
Total unrealized appreciation/depreciation of assets2013-12-31$1,227,087
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$1,538,788
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$102,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$62,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$308,253
Value of total assets at end of year2013-12-31$8,262,430
Value of total assets at beginning of year2013-12-31$6,826,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,574
Total interest from all sources2013-12-31$3,448
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$21,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,436,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,262,430
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,826,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,807,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,579,952
Interest earned on other investments2013-12-31$3,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$400,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$246,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$308,253
Employer contributions (assets) at end of year2013-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,931
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2013-12-31351346211
2012 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$679,441
Total unrealized appreciation/depreciation of assets2012-12-31$679,441
Total income from all sources (including contributions)2012-12-31$943,963
Total of all expenses incurred2012-12-31$73,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$54,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$258,798
Value of total assets at end of year2012-12-31$6,826,147
Value of total assets at beginning of year2012-12-31$5,955,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,352
Total interest from all sources2012-12-31$5,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$870,432
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,826,147
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,955,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,579,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,575,510
Interest earned on other investments2012-12-31$5,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$246,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$380,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$258,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$54,179
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2012-12-31351346211
2011 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$30,241
Total unrealized appreciation/depreciation of assets2011-12-31$30,241
Total income from all sources (including contributions)2011-12-31$252,620
Total of all expenses incurred2011-12-31$77,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$215,648
Value of total assets at end of year2011-12-31$5,955,715
Value of total assets at beginning of year2011-12-31$5,780,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,265
Total interest from all sources2011-12-31$6,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$20,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$174,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,955,715
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,780,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,575,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,455,269
Interest earned on other investments2011-12-31$6,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$380,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$325,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$215,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,579
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2011-12-31351346211
2010 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$649,672
Total unrealized appreciation/depreciation of assets2010-12-31$649,672
Total income from all sources (including contributions)2010-12-31$843,927
Total of all expenses incurred2010-12-31$58,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$186,226
Value of total assets at end of year2010-12-31$5,780,939
Value of total assets at beginning of year2010-12-31$4,995,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,240
Total interest from all sources2010-12-31$8,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$10,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$785,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,780,939
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,995,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$19,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,455,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,660,597
Interest earned on other investments2010-12-31$8,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$325,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$334,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$186,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,018
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARDING, SHYMANSKI AND CO.
Accountancy firm EIN2010-12-31351346211
2009 : DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.

2022: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: DEFINED BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 2
Insurance contract or identification number051948-K
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number474342
Policy instance 1
Insurance contract or identification number474342
Number of Individuals Covered181
Insurance policy start date2022-09-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered158
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $432
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees432
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered161
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $432
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees432
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,073
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1073
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered167
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $506
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees506
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $388
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees388
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered165
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $327
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees327
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $350
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees350
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered151
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $232
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees232
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCINCINNATI REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered143
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $192
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees99
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJASON PINSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $196
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051948-K
Policy instance 1
Insurance contract or identification number051948-K
Number of Individuals Covered144
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $393
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3