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403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 401k Plan overview

Plan Name403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH
Plan identification number 002

403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF CENTRAL & SOUTHERN UTAH has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL & SOUTHERN UTAH
Employer identification number (EIN):942851681
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01ARNOLYN GORDON2020-09-09 ARNOLYN GORDON2020-09-09
0022018-01-01
0022017-01-01ARNOLYN GORDON
0022016-01-01ARNOLYN GORDON
0022015-01-01ARNOLYN GORDON
0022014-01-01ARNOLYN GORDON
0022013-01-01ARNOLYN GORDON
0022012-01-01ARNOLYN GORDON
0022011-01-01ARNOLYN GORDON
0022010-01-01ARNOLYN GORDON
0022009-01-01ARNOLYN GORDON

Plan Statistics for 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

401k plan membership statisitcs for 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

Measure Date Value
2020: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

Measure Date Value
2020 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2020 401k financial data
Total income from all sources2020-12-31$413
Expenses. Total of all expenses incurred2020-12-31$8,423
Benefits paid (including direct rollovers)2020-12-31$8,423
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$8,010
Other income received2020-12-31$413
Net income (gross income less expenses)2020-12-31$-8,010
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,010
2018 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2018 401k financial data
Total income from all sources2018-12-31$-212
Total plan assets at end of year2018-12-31$7,391
Total plan assets at beginning of year2018-12-31$7,603
Other income received2018-12-31$-212
Net income (gross income less expenses)2018-12-31$-212
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,391
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,603
2017 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2017 401k financial data
Total income from all sources2017-12-31$331
Total plan assets at end of year2017-12-31$7,603
Total plan assets at beginning of year2017-12-31$7,272
Other income received2017-12-31$331
Net income (gross income less expenses)2017-12-31$331
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,603
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,272
2016 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2016 401k financial data
Total income from all sources2016-12-31$219
Total plan assets at end of year2016-12-31$7,272
Total plan assets at beginning of year2016-12-31$7,053
Other income received2016-12-31$219
Net income (gross income less expenses)2016-12-31$219
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,272
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,053
2015 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2015 401k financial data
Total income from all sources2015-12-31$-64
Total plan assets at end of year2015-12-31$7,053
Total plan assets at beginning of year2015-12-31$7,117
Other income received2015-12-31$-64
Net income (gross income less expenses)2015-12-31$-64
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,053
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,117
2014 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2014 401k financial data
Total income from all sources2014-12-31$336
Total plan assets at end of year2014-12-31$7,117
Total plan assets at beginning of year2014-12-31$6,781
Other income received2014-12-31$336
Net income (gross income less expenses)2014-12-31$336
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,117
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,781
2013 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2013 401k financial data
Total income from all sources2013-12-31$76
Total plan assets at end of year2013-12-31$6,781
Total plan assets at beginning of year2013-12-31$6,705
Other income received2013-12-31$76
Net income (gross income less expenses)2013-12-31$76
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,781
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,705
2012 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2012 401k financial data
Total income from all sources2012-12-31$473
Expenses. Total of all expenses incurred2012-12-31$1,087
Total plan assets at end of year2012-12-31$6,705
Total plan assets at beginning of year2012-12-31$7,319
Expenses. Other expenses not covered elsewhere2012-12-31$1,087
Other income received2012-12-31$473
Net income (gross income less expenses)2012-12-31$-614
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,705
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,319
2011 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2011 401k financial data
Total income from all sources2011-12-31$236
Expenses. Total of all expenses incurred2011-12-31$10
Total plan assets at end of year2011-12-31$7,319
Total plan assets at beginning of year2011-12-31$7,093
Expenses. Other expenses not covered elsewhere2011-12-31$10
Other income received2011-12-31$236
Net income (gross income less expenses)2011-12-31$226
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,319
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,093
2010 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2010 401k financial data
Total income from all sources2010-12-31$692
Expenses. Total of all expenses incurred2010-12-31$5,611
Benefits paid (including direct rollovers)2010-12-31$5,602
Total plan assets at end of year2010-12-31$7,093
Total plan assets at beginning of year2010-12-31$12,012
Expenses. Other expenses not covered elsewhere2010-12-31$9
Other income received2010-12-31$692
Net income (gross income less expenses)2010-12-31$-4,919
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,093
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,012

Form 5500 Responses for 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

2020: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2018: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

(National Association of Insurance Commissioners NAIC id number: )
Policy contract number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerMONTHLY CHARGES
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerMONTHLY CHARGES
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $10
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 number052664-B
Policy instance 1
Insurance contract or identification number052664-B
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?2
Insurance broker name

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