401k Plan data: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY plan

403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 401k Plan overview

Plan Name	403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY
Plan identification number	003

403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

VALLEY OF THE SUN UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name: VALLEY OF THE SUN UNITED WAY

Employer identification number (EIN): 860104419

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about VALLEY OF THE SUN UNITED WAY

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: 00352416

More information about VALLEY OF THE SUN UNITED WAY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 CHRISTINE SULLIVAN 2024-10-15 CHRISTINE SULLIVAN 2024-10-15
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 TANYA MUNIZ TANYA MUNIZ 2018-07-23
003 2016-01-01 CAROL WALKER
003 2015-01-01 CAROL WALKER
003 2014-01-01 CAROL WALKER
003 2013-01-01 CAROL WALKER
003 2012-01-01 CAROL WALKER 2013-07-18
003 2011-01-01 GARRY LANGEFELD 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	CHRISTINE SULLIVAN	2024-10-15	CHRISTINE SULLIVAN	2024-10-15
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	TANYA MUNIZ		TANYA MUNIZ	2018-07-23
003	2016-01-01	CAROL WALKER
003	2015-01-01	CAROL WALKER
003	2014-01-01	CAROL WALKER
003	2013-01-01	CAROL WALKER
003	2012-01-01	CAROL WALKER	2013-07-18
003	2011-01-01	GARRY LANGEFELD	2012-07-31

Plan Statistics for 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY

401k plan membership statisitcs for 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY

Measure Date Value
2022: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 90
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 88
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 123
Number of participants with account balances 2021-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 88
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 122
Number of participants with account balances 2020-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 96
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 130
Number of participants with account balances 2019-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 116
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 117
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 36
Total of all active and inactive participants 2017-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 153
Number of participants with account balances 2017-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 132
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 109
Total of all active and inactive participants 2016-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 242
Number of participants with account balances 2016-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 151
Number of participants with account balances 2015-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 123
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 79
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 203
Number of participants with account balances 2014-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 120
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6

Measure	Date	Value
2022: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	90
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	88
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	123
Number of participants with account balances	2021-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	88
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	122
Number of participants with account balances	2020-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	96
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	130
Number of participants with account balances	2019-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	116
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	117
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	36
Total of all active and inactive participants	2017-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	153
Number of participants with account balances	2017-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	132
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	109
Total of all active and inactive participants	2016-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	242
Number of participants with account balances	2016-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	151
Number of participants with account balances	2015-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	123
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	79
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	203
Number of participants with account balances	2014-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	120
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6

Financial Data on 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY

Measure	Date	Value
2022 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-785,779
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$763,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$742,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$794,889
Value of total assets at end of year	2022-12-31	$7,972,259
Value of total assets at beginning of year	2022-12-31	$9,521,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,242
Total interest from all sources	2022-12-31	$5,468
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$163,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$163,093
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$417,007
Participant contributions at end of year	2022-12-31	$61,070
Participant contributions at beginning of year	2022-12-31	$106,213
Participant contributions at end of year	2022-12-31	$11,994
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$217,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,549,019
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,972,259
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,521,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,883,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,386,857
Interest on participant loans	2022-12-31	$5,032
Interest earned on other investments	2022-12-31	$436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$10,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$28,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,749,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$160,347
Employer contributions (assets) at end of year	2022-12-31	$5,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$742,998
Contract administrator fees	2022-12-31	$20,242
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2022-12-31	464558541
2021 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,833,718
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$863,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$838,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$750,824
Value of total assets at end of year	2021-12-31	$9,521,278
Value of total assets at beginning of year	2021-12-31	$8,551,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,221
Total interest from all sources	2021-12-31	$7,682
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$152,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$152,981
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$499,819
Participant contributions at end of year	2021-12-31	$106,213
Participant contributions at beginning of year	2021-12-31	$87,954
Participant contributions at beginning of year	2021-12-31	$14,745
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$83,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$969,742
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,521,278
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,551,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,386,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,064,421
Interest on participant loans	2021-12-31	$5,758
Interest earned on other investments	2021-12-31	$1,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$28,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$377,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$922,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$167,215
Employer contributions (assets) at beginning of year	2021-12-31	$6,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$838,755
Contract administrator fees	2021-12-31	$25,221
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2021-12-31	464558541
2020 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,781,202
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$962,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$940,376
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$685,851
Value of total assets at end of year	2020-12-31	$8,551,536
Value of total assets at beginning of year	2020-12-31	$7,733,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,446
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$8,115
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$131,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$131,267
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$438,828
Participant contributions at end of year	2020-12-31	$87,954
Participant contributions at beginning of year	2020-12-31	$73,257
Participant contributions at end of year	2020-12-31	$14,745
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$60,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$818,380
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,551,536
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,733,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,064,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,610,748
Interest on participant loans	2020-12-31	$6,027
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$2,088
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$377,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$49,151
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$955,969
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$186,503
Employer contributions (assets) at end of year	2020-12-31	$6,831
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$940,376
Contract administrator fees	2020-12-31	$22,446
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2020-12-31	464558541
2019 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,209,986
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,772,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,749,677
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$737,110
Value of total assets at end of year	2019-12-31	$7,733,156
Value of total assets at beginning of year	2019-12-31	$7,295,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,462
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$5,772
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$172,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$172,799
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$447,461
Participant contributions at end of year	2019-12-31	$73,257
Participant contributions at beginning of year	2019-12-31	$81,991
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$96,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$437,847
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,733,156
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,295,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,610,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,984,705
Interest on participant loans	2019-12-31	$4,356
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$1,416
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$49,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$228,613
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,294,305
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$193,454
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,749,677
Contract administrator fees	2019-12-31	$22,462
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2019-12-31	860847252
2018 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$350
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	$205,698
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,853,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,827,672
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$1,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$627,026
Value of total assets at end of year	2018-12-31	$7,295,309
Value of total assets at beginning of year	2018-12-31	$8,942,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,062
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$8,397
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$186,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$186,978
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$437,012
Participant contributions at end of year	2018-12-31	$81,991
Participant contributions at beginning of year	2018-12-31	$131,968
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,399
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,647,608
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,295,309
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,942,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,984,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,675,202
Interest on participant loans	2018-12-31	$5,085
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$3,312
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$228,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$135,397
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-616,703
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$186,615
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,827,672
Contract administrator fees	2018-12-31	$24,062
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2018-12-31	464558541
2017 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$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
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,994,721
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,234,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,214,594
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$706,613
Value of total assets at end of year	2017-12-31	$8,942,567
Value of total assets at beginning of year	2017-12-31	$8,182,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,975
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$9,753
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$190,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$190,846
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$438,464
Participant contributions at end of year	2017-12-31	$131,968
Participant contributions at beginning of year	2017-12-31	$103,168
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$96
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$51,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$760,152
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,942,567
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,182,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,675,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,626,631
Interest on participant loans	2017-12-31	$5,978
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$3,775
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$135,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$452,448
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,087,509
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$216,671
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$72
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,214,594
Contract administrator fees	2017-12-31	$19,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2017-12-31	464558541
2016 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,307,218
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$546,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$543,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$726,059
Value of total assets at end of year	2016-12-31	$8,182,415
Value of total assets at beginning of year	2016-12-31	$7,421,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,480
Total interest from all sources	2016-12-31	$13,861
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$406,564
Participant contributions at end of year	2016-12-31	$103,168
Participant contributions at beginning of year	2016-12-31	$116,842
Participant contributions at end of year	2016-12-31	$96
Participant contributions at beginning of year	2016-12-31	$15,756
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$69,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$760,705
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,182,415
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,421,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,626,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,887,551
Interest on participant loans	2016-12-31	$4,637
Interest earned on other investments	2016-12-31	$9,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$452,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$389,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$567,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$250,491
Employer contributions (assets) at end of year	2016-12-31	$72
Employer contributions (assets) at beginning of year	2016-12-31	$12,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$543,033
Contract administrator fees	2016-12-31	$3,480
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2016-12-31	464558541
2015 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$734,136
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$206,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$204,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$708,494
Value of total assets at end of year	2015-12-31	$7,421,710
Value of total assets at beginning of year	2015-12-31	$6,894,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,284
Total interest from all sources	2015-12-31	$9,218
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$449,908
Participant contributions at end of year	2015-12-31	$116,842
Participant contributions at beginning of year	2015-12-31	$66,692
Participant contributions at end of year	2015-12-31	$15,756
Participant contributions at beginning of year	2015-12-31	$14,167
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$68,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$527,457
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,421,710
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,894,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,887,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,548,948
Interest on participant loans	2015-12-31	$3,153
Interest earned on other investments	2015-12-31	$6,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$389,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$257,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$16,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$189,781
Employer contributions (assets) at end of year	2015-12-31	$12,053
Employer contributions (assets) at beginning of year	2015-12-31	$6,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$204,395
Contract administrator fees	2015-12-31	$2,284
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2015-12-31	464558541
2014 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,111,595
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$246,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$245,575
Value of total corrective distributions	2014-12-31	$127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,723,137
Value of total assets at end of year	2014-12-31	$6,894,253
Value of total assets at beginning of year	2014-12-31	$5,029,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$886
Total interest from all sources	2014-12-31	$10,777
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$395,738
Participant contributions at end of year	2014-12-31	$66,692
Participant contributions at beginning of year	2014-12-31	$66,431
Participant contributions at end of year	2014-12-31	$14,167
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,102,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,865,007
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,894,253
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,029,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,548,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,806,122
Interest on participant loans	2014-12-31	$2,826
Interest earned on other investments	2014-12-31	$7,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$257,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$156,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$377,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$225,273
Employer contributions (assets) at end of year	2014-12-31	$6,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$245,575
Contract administrator fees	2014-12-31	$886
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2014-12-31	464558541
2013 : 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,396,652
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$226,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$220,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$509,680
Value of total assets at end of year	2013-12-31	$5,029,246
Value of total assets at beginning of year	2013-12-31	$3,859,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,779
Total interest from all sources	2013-12-31	$6,511
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$320,904
Participant contributions at end of year	2013-12-31	$66,431
Participant contributions at beginning of year	2013-12-31	$58,641
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$37,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,170,192
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,029,246
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,859,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,806,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,568,776
Interest on participant loans	2013-12-31	$2,343
Interest earned on other investments	2013-12-31	$4,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$156,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$231,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$880,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$151,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$220,681
Contract administrator fees	2013-12-31	$5,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	METZ CPA, PC
Accountancy firm EIN	2013-12-31	860847252

Form 5500 Responses for 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY

2022: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 403B THRIFT PLAN FOR EMPLOYEES OF VALLEY OF THE SUN UNITED WAY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	127
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	123
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	122
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	130
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	147
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803057

Policy instance

Insurance contract or identification number	803057
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	153
Insurance policy start date	2017-05-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803057

Policy instance

Insurance contract or identification number	803057
Number of Individuals Covered	151
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803057

Policy instance

Insurance contract or identification number	803057
Number of Individuals Covered	203
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803057

Policy instance

Insurance contract or identification number	803057
Number of Individuals Covered	142
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	VALLEY OF THE SUN UNITED WAY
Employer identification number (EIN):	860104419
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	00352416