UNITED WAY OF THE COLUMBIA-WILLAMET TE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
| Measure | Date | Value |
|---|
| 2023: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 55 |
| Total of all active and inactive participants | 2023-01-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 110 |
| Number of participants with account balances | 2023-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 3 |
| 2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 60 |
| Total of all active and inactive participants | 2022-01-01 | 108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 108 |
| Number of participants with account balances | 2022-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,172,242 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $148,037 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $147,789 |
| Total plan assets at end of year | 2023-12-31 | $6,499,336 |
| Total plan assets at beginning of year | 2023-12-31 | $5,475,131 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $209,021 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $6,901 |
| Other income received | 2023-12-31 | $875,655 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,024,205 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,499,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,475,131 |
| Assets. Value of participant loans | 2023-12-31 | $12,386 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $80,665 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $248 |
| 2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-896,523 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $341,842 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $341,646 |
| Total plan assets at end of year | 2022-12-31 | $5,475,131 |
| Total plan assets at beginning of year | 2022-12-31 | $6,713,496 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $178,068 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $196 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $844 |
| Other income received | 2022-12-31 | $-1,153,881 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,238,365 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,475,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,713,496 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $78,446 |
| 2023: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 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 | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 913520 |
| Policy instance | 1 |
| Insurance contract or identification number | 913520 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $783 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 913520 |
| Policy instance | 1 |
| Insurance contract or identification number | 913520 | | Number of Individuals Covered | 0 | | 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 $713 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | | Amount paid for insurance broker fees | 713 | | Additional information about fees paid to insurance broker | INCENTIVE COMPENSATION | | Insurance broker organization code? | 3 |
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