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EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNITED WAY OF METROPOLITAN NASHVILLE, INC.
Employer identification number (EIN):620533104
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUMMOR PENNINGTON2023-10-20 SUMMOR PENNINGTON2023-10-20
0012021-01-01SUMMOR PENNINGTON2022-09-30 SUMMOR PENNINGTON2022-09-30
0012020-01-01SUMMOR PENNINGTON2021-09-13 SUMMOR PENNINGTON2021-09-13
0012019-01-01SUMMOR PENNINGTON2020-09-04 SUMMOR PENNINGTON2020-09-04
0012018-01-01
0012017-01-01SUMMOR PENNINGTON SUMMOR PENNINGTON2018-10-11
0012016-01-01MARY JO WIGGINS MARY JO WIGGINS2017-10-06
0012015-01-01MARY JO WIGGINS MARY JO WIGGINS2016-10-12
0012014-01-01MARY JO WIGGINS
0012013-01-01MARY JO WIGGINS
0012012-01-01MARY JO WIGGINS MARY JO WIGGINS2013-10-11
0012011-01-01MARY JO WIGGINS MARY JO WIGGINS2012-10-12
0012009-01-01MARY JO WIGGINS
0012009-01-01 UNITED WAY OF METROPLITAN NASHVILLE2010-10-14

Plan Statistics for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2022 401k membership
Market value of plan assets2022-12-311,826,403
Acturial value of plan assets2022-12-311,866,331
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3157
Fundng target for terminated vested participants2022-12-311,403,111
Active participant vested funding target2022-12-31410,073
Number of active participants2022-12-3111
Total funding liabilities for active participants2022-12-31410,073
Total participant count2022-12-3168
Total funding target for all participants2022-12-311,813,184
Balance at beginning of prior year after applicable adjustments2022-12-312,309,889
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31183,042
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-317,405
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,302,484
Amount remaining of prefunding balance2022-12-31183,042
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-312,325,509
Balance of prefunding at beginning of current year2022-12-31184,872
Total employer contributions2022-12-310
Total employee contributions2022-12-310
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 date2022-12-310
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 cost2022-12-317,300
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-317,300
Carryover balance elected to use to offset funding requirement2022-12-317,300
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2021 401k membership
Market value of plan assets2021-12-312,070,905
Acturial value of plan assets2021-12-312,109,942
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3171
Fundng target for terminated vested participants2021-12-311,839,671
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3171
Total funding target for all participants2021-12-311,839,671
Balance at beginning of prior year after applicable adjustments2021-12-312,294,589
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31181,230
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-317,570
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,287,019
Amount remaining of prefunding balance2021-12-31181,230
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 year2021-12-312,309,889
Balance of prefunding at beginning of current year2021-12-31183,042
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,405
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,405
Carryover balance elected to use to offset funding requirement2021-12-317,405
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2020 401k membership
Market value of plan assets2020-12-312,308,096
Acturial value of plan assets2020-12-312,383,279
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3174
Fundng target for terminated vested participants2020-12-311,974,184
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3174
Total funding target for all participants2020-12-311,974,184
Balance at beginning of prior year after applicable adjustments2020-12-312,199,494
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31173,111
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-317,700
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-312,191,794
Amount remaining of prefunding balance2020-12-31173,111
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 prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-312,294,589
Balance of prefunding at beginning of current year2020-12-31181,230
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,570
Total funding amount beforereflecting carryover/prefunding balances2020-12-317,570
Carryover balance elected to use to offset funding requirement2020-12-317,570
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2019 401k membership
Market value of plan assets2019-12-312,352,554
Acturial value of plan assets2019-12-312,439,857
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3180
Fundng target for terminated vested participants2019-12-311,955,297
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3180
Total funding target for all participants2019-12-311,955,297
Balance at beginning of prior year after applicable adjustments2019-12-312,253,219
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31176,698
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-318,150
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-312,245,069
Amount remaining of prefunding balance2019-12-31176,698
Present value of excess contributions2019-12-31592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31580
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 year2019-12-312,199,494
Balance of prefunding at beginning of current year2019-12-31173,111
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-317,700
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,700
Carryover balance elected to use to offset funding requirement2019-12-317,700
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2018 401k membership
Market value of plan assets2018-12-312,805,437
Acturial value of plan assets2018-12-312,749,445
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-31110
Fundng target for terminated vested participants2018-12-311,994,875
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31110
Total funding target for all participants2018-12-311,994,875
Balance at beginning of prior year after applicable adjustments2018-12-312,077,386
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31162,332
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-317,348
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-312,070,038
Amount remaining of prefunding balance2018-12-31162,332
Present value of excess contributions2018-12-31284,721
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31302,318
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 year2018-12-312,253,236
Balance of prefunding at beginning of current year2018-12-31176,698
Total employer contributions2018-12-31650
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 date2018-12-31592
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 cost2018-12-318,150
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-318,150
Carryover balance elected to use to offset funding requirement2018-12-318,150
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31592
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01112
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2017 401k membership
Market value of plan assets2017-12-312,373,051
Acturial value of plan assets2017-12-312,427,452
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-31112
Fundng target for terminated vested participants2017-12-311,809,645
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31112
Total funding target for all participants2017-12-311,809,645
Balance at beginning of prior year after applicable adjustments2017-12-311,950,312
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31151,755
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-318,285
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,942,027
Amount remaining of prefunding balance2017-12-31151,755
Present value of excess contributions2017-12-31253,171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31268,931
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 year2017-12-312,077,386
Balance of prefunding at beginning of current year2017-12-31162,332
Total employer contributions2017-12-31315,870
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 date2017-12-31285,553
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 cost2017-12-318,180
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-318,180
Carryover balance elected to use to offset funding requirement2017-12-317,348
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31832
Contributions allocatedtoward minimum required contributions for current year2017-12-31285,553
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01112
Total of all active and inactive participants2017-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2016 401k membership
Market value of plan assets2016-12-313,884,307
Acturial value of plan assets2016-12-314,068,503
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-31119
Fundng target for terminated vested participants2016-12-313,078,931
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-31119
Total funding target for all participants2016-12-313,078,931
Balance at beginning of prior year after applicable adjustments2016-12-311,951,289
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31151,181
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-318,360
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,942,929
Amount remaining of prefunding balance2016-12-31151,181
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 prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,950,312
Balance of prefunding at beginning of current year2016-12-31151,755
Total employer contributions2016-12-31264,124
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 date2016-12-31253,171
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 cost2016-12-318,285
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-318,285
Carryover balance elected to use to offset funding requirement2016-12-318,285
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31253,171
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01124
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01131
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01135
Total of all active and inactive participants2012-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.

Measure Date Value
2018 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-14,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$421,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$412,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$650
Value of total assets at end of year2018-12-31$2,352,576
Value of total assets at beginning of year2018-12-31$2,787,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,950
Total interest from all sources2018-12-31$0
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 year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$8,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-435,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,352,576
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,787,974
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,351,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,502,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,803
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$650
Employer contributions (assets) at end of year2018-12-31$650
Employer contributions (assets) at beginning of year2018-12-31$285,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$412,295
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 name2018-12-31KRAFTCPAS PLLC
Accountancy firm EIN2018-12-31620713250
2017 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$479,397
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$64,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$285,538
Value of total assets at end of year2017-12-31$2,787,974
Value of total assets at beginning of year2017-12-31$2,373,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,580
Total interest from all sources2017-12-31$0
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 year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$8,580
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$414,952
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,787,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,373,022
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,502,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,119,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$193,859
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$285,538
Employer contributions (assets) at end of year2017-12-31$285,538
Employer contributions (assets) at beginning of year2017-12-31$253,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,865
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 name2017-12-31KRAFTCPAS PLLC
Accountancy firm EIN2017-12-31620713250
2016 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$456,355
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,967,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,956,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$253,171
Value of total assets at end of year2016-12-31$2,373,022
Value of total assets at beginning of year2016-12-31$3,884,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,085
Total interest from all sources2016-12-31$0
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 year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$11,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,511,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,373,022
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,884,307
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,119,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,884,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$203,184
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$253,171
Employer contributions (assets) at end of year2016-12-31$253,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,956,555
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 name2016-12-31KRAFTCPAS PLLC
Accountancy firm EIN2016-12-31620713250
2015 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,678
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$183,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$173,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$3,884,307
Value of total assets at beginning of year2015-12-31$4,053,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,560
Total interest from all sources2015-12-31$0
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 year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$9,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-168,850
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,884,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,053,157
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,884,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,053,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$14,678
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$173,968
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 name2015-12-31KRAFTCPAS PLLC
Accountancy firm EIN2015-12-31620713250
2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$69,185
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$231,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$220,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$4,053,157
Value of total assets at beginning of year2014-12-31$4,215,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,465
Total interest from all sources2014-12-31$0
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 year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$10,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-161,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,053,157
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,215,102
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,053,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,215,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,063
Net investment gain/loss from pooled separate accounts2014-12-31$35,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$220,665
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 name2014-12-31KRAFTCPAS PLLC
Accountancy firm EIN2014-12-31620713250
2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$48,109
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$387,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$377,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$4,215,102
Value of total assets at beginning of year2013-12-31$4,554,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,125
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Other income not declared elsewhere2013-12-31$48,109
Administrative expenses (other) incurred2013-12-31$10,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-339,033
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,215,102
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,554,135
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,215,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,554,135
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$377,017
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 name2013-12-31KRAFTCPAS PLLC
Accountancy firm EIN2013-12-31620713250
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$74,075
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$91,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$4,554,135
Value of total assets at beginning of year2012-12-31$4,571,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,246
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$81,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Other income not declared elsewhere2012-12-31$74,075
Administrative expenses (other) incurred2012-12-31$9,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-17,171
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,554,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,571,306
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,554,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,571,306
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
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 name2012-12-31KRAFTCPAS PLLC
Accountancy firm EIN2012-12-31620713250
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$253,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$201,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$167,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$53,704
Value of total assets at end of year2011-12-31$4,571,306
Value of total assets at beginning of year2011-12-31$4,519,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,689
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,684
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$20,005
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$51,580
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,571,306
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,519,726
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,431,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,571,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$87,846
Net investment gain/loss from pooled separate accounts2011-12-31$199,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$53,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$167,113
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 name2011-12-31KRAFTCPAS PLLC
Accountancy firm EIN2011-12-31620713250
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$580,842
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$215,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$188,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$43,801
Value of total assets at end of year2010-12-31$4,519,726
Value of total assets at beginning of year2010-12-31$4,154,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,076
Total interest from all sources2010-12-31$1,512
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,016
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$11,060
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$365,570
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,519,726
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,154,156
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,431,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,113,512
Interest earned on other investments2010-12-31$1,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$87,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$40,644
Net investment gain/loss from pooled separate accounts2010-12-31$535,529
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$43,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$188,196
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 name2010-12-31KRAFTCPAS PLLC
Accountancy firm EIN2010-12-31620713250
2009 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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 EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.

2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, 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
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered80
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 $275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 fees275
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 number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered111
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered120
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered124
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered135
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 $152
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 fees46
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAY MCFADDEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered127
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 $114
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051740-I
Policy instance 1
Insurance contract or identification number051740-I
Number of Individuals Covered134
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 $162
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 fees45
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJAY MCFADDEN

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