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RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameRIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN
Plan identification number 003

RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RIVER REGION UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:RIVER REGION UNITED WAY
Employer identification number (EIN):630330778
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01JULIE GREENE
0032011-01-01JULIE GREENE
0032010-01-01JULIE GREENE
0032009-01-01JULIE GREENE JULIE GREENE2010-07-30

Plan Statistics for RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

Measure Date Value
2016: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0114
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0113
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
2014: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0113
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
2013: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
2012: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0111
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0115
Total participants2009-01-0115
Number of participants with account balances2009-01-0115

Financial Data on RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

Measure Date Value
2016 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$73,019
Expenses. Total of all expenses incurred2016-12-31$7,433
Benefits paid (including direct rollovers)2016-12-31$7,275
Total plan assets at end of year2016-12-31$243,333
Total plan assets at beginning of year2016-12-31$177,747
Contributions received from other sources (not participants or employers)2016-12-31$2,814
Other income received2016-12-31$11,808
Net income (gross income less expenses)2016-12-31$65,586
Net plan assets at end of year (total assets less liabilities)2016-12-31$243,333
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$177,747
Total contributions received or receivable from employer(s)2016-12-31$58,397
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$158
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$58,397
Amount contributed by the employer to the plan for this plan year2016-12-31$58,397
2015 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$57,533
Expenses. Total of all expenses incurred2015-12-31$54,600
Benefits paid (including direct rollovers)2015-12-31$54,410
Total plan assets at end of year2015-12-31$177,747
Total plan assets at beginning of year2015-12-31$174,814
Contributions received from other sources (not participants or employers)2015-12-31$2,551
Other income received2015-12-31$-1,389
Net income (gross income less expenses)2015-12-31$2,933
Net plan assets at end of year (total assets less liabilities)2015-12-31$177,747
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$174,814
Total contributions received or receivable from employer(s)2015-12-31$56,371
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$190
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$56,371
Amount contributed by the employer to the plan for this plan year2015-12-31$56,371
2014 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$51,854
Expenses. Total of all expenses incurred2014-12-31$115,957
Benefits paid (including direct rollovers)2014-12-31$115,849
Total plan assets at end of year2014-12-31$174,814
Total plan assets at beginning of year2014-12-31$238,917
Contributions received from other sources (not participants or employers)2014-12-31$528
Other income received2014-12-31$4,915
Net income (gross income less expenses)2014-12-31$-64,103
Net plan assets at end of year (total assets less liabilities)2014-12-31$174,814
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$238,917
Total contributions received or receivable from employer(s)2014-12-31$46,411
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$108
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$46,411
Amount contributed by the employer to the plan for this plan year2014-12-31$46,411
2013 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,996
Expenses. Total of all expenses incurred2013-12-31$57,635
Benefits paid (including direct rollovers)2013-12-31$57,530
Total plan assets at end of year2013-12-31$238,917
Total plan assets at beginning of year2013-12-31$221,556
Other income received2013-12-31$32,781
Net income (gross income less expenses)2013-12-31$17,361
Net plan assets at end of year (total assets less liabilities)2013-12-31$238,917
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$221,556
Total contributions received or receivable from employer(s)2013-12-31$42,215
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$105
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$42,215
Amount contributed by the employer to the plan for this plan year2013-12-31$42,215
2012 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$62,641
Expenses. Total of all expenses incurred2012-12-31$24,292
Benefits paid (including direct rollovers)2012-12-31$24,108
Total plan assets at end of year2012-12-31$221,556
Total plan assets at beginning of year2012-12-31$183,207
Contributions received from other sources (not participants or employers)2012-12-31$5,450
Other income received2012-12-31$15,061
Net income (gross income less expenses)2012-12-31$38,349
Net plan assets at end of year (total assets less liabilities)2012-12-31$221,556
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$183,207
Total contributions received or receivable from employer(s)2012-12-31$42,130
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$184
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$42,130
Amount contributed by the employer to the plan for this plan year2012-12-31$42,130
2011 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,126
Expenses. Total of all expenses incurred2011-12-31$34,857
Benefits paid (including direct rollovers)2011-12-31$34,717
Total plan assets at end of year2011-12-31$183,207
Total plan assets at beginning of year2011-12-31$183,938
Other income received2011-12-31$-2,506
Net income (gross income less expenses)2011-12-31$-731
Net plan assets at end of year (total assets less liabilities)2011-12-31$183,207
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$183,938
Total contributions received or receivable from employer(s)2011-12-31$36,632
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$140
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$36,632
Amount contributed by the employer to the plan for this plan year2011-12-31$36,632
2010 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,926
Expenses. Total of all expenses incurred2010-12-31$294,258
Benefits paid (including direct rollovers)2010-12-31$294,009
Total plan assets at end of year2010-12-31$183,938
Total plan assets at beginning of year2010-12-31$411,270
Contributions received from other sources (not participants or employers)2010-12-31$2,481
Other income received2010-12-31$20,927
Net income (gross income less expenses)2010-12-31$-227,332
Net plan assets at end of year (total assets less liabilities)2010-12-31$183,938
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$411,270
Total contributions received or receivable from employer(s)2010-12-31$43,518
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$249
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$43,518
Amount contributed by the employer to the plan for this plan year2010-12-31$43,518
2009 : RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$59,691
Amount contributed by the employer to the plan for this plan year2009-12-31$59,691

Form 5500 Responses for RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

2016: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered14
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40
Contracts With Unallocated Funds Deposit Administration1
Welfare Benefit Premiums Paid to CarrierUSD $876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered13
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 $190
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees190
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered13
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 $70
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees70
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered13
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 $63
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees63
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered9
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 $108
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees32
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAY H. MCFADDEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered11
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 $117
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050107-D
Policy instance 1
Insurance contract or identification number050107-D
Number of Individuals Covered9
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 $200
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees56
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDEENA MARIE TURNER

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