401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY, INC. plan

403(B) THRIFT PLAN OF UNITED WAY, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY, INC.
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT

Employer identification number (EIN): 060646653

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) THRIFT PLAN OF UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JENNIFER CRITCHER BENGTSON 2024-10-09
002 2022-01-01 JENNIFER CRITCHER BENGTSON 2023-10-05
002 2021-01-01 HELEN BERGIN 2022-10-05 HELEN BERGIN 2022-10-05
002 2020-01-01 STEFANIE BOLES 2021-08-02 STEFANIE BOLES 2021-08-02
002 2019-01-01 STEFANIE BOLES 2021-06-16
002 2018-01-01 STEFANIE BOLES 2019-10-16
002 2017-01-01 STEFANIE BOLES 2018-10-08 STEFANIE BOLES 2018-10-08
002 2016-01-01 THOMAS GLYNN 2017-07-17 THOMAS GLYNN 2017-07-17
002 2015-01-01 THOMAS GLYNN 2016-07-12 THOMAS GLYNN 2016-07-12
002 2014-01-01 THOMAS GLYNN 2015-07-14 THOMAS GLYNN 2015-07-14
002 2013-01-01 THOMAS GLYNN 2014-07-17 THOMAS GLYNN 2014-07-17
002 2012-01-01 THOMAS GLYNN 2013-07-18 THOMAS GLYNN 2013-07-18
002 2011-01-01 THOMAS GLYNN 2012-07-18 THOMAS GLYNN 2012-07-18
002 2010-01-01 THOMAS GLYNN 2011-07-20 THOMAS GLYNN 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JENNIFER CRITCHER BENGTSON	2024-10-09
002	2022-01-01	JENNIFER CRITCHER BENGTSON	2023-10-05
002	2021-01-01	HELEN BERGIN	2022-10-05	HELEN BERGIN	2022-10-05
002	2020-01-01	STEFANIE BOLES	2021-08-02	STEFANIE BOLES	2021-08-02
002	2019-01-01	STEFANIE BOLES	2021-06-16
002	2018-01-01	STEFANIE BOLES	2019-10-16
002	2017-01-01	STEFANIE BOLES	2018-10-08	STEFANIE BOLES	2018-10-08
002	2016-01-01	THOMAS GLYNN	2017-07-17	THOMAS GLYNN	2017-07-17
002	2015-01-01	THOMAS GLYNN	2016-07-12	THOMAS GLYNN	2016-07-12
002	2014-01-01	THOMAS GLYNN	2015-07-14	THOMAS GLYNN	2015-07-14
002	2013-01-01	THOMAS GLYNN	2014-07-17	THOMAS GLYNN	2014-07-17
002	2012-01-01	THOMAS GLYNN	2013-07-18	THOMAS GLYNN	2013-07-18
002	2011-01-01	THOMAS GLYNN	2012-07-18	THOMAS GLYNN	2012-07-18
002	2010-01-01	THOMAS GLYNN	2011-07-20	THOMAS GLYNN	2011-07-20

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Company Name:	UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT
Employer identification number (EIN):	060646653
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations