401k Plan data: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES plan

DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 401k Plan overview

Plan Name	DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES
Plan identification number	333

DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED WAY OF GENESEE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GENESEE COUNTY

Employer identification number (EIN): 381359516

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

Additional information about UNITED WAY OF GENESEE COUNTY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 784158

More information about UNITED WAY OF GENESEE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2017-01-01 JAMIE GASKIN 2018-06-26 JAMIE GASKIN 2018-06-26
333 2016-01-01 JAMIE GASKIN JAMIE GASKIN 2017-10-16
333 2015-01-01 JAMES GASKIN JAMES GASKIN 2016-10-17
333 2014-01-01
333 2013-01-01
333 2012-01-01 SHARON CECI SHARON CECI 2013-10-11
333 2011-01-01 SHARON CECI SHARON CECI 2012-10-15
333 2009-01-01 DAVID NADEAU

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2017-01-01	JAMIE GASKIN	2018-06-26	JAMIE GASKIN	2018-06-26
333	2016-01-01	JAMIE GASKIN		JAMIE GASKIN	2017-10-16
333	2015-01-01	JAMES GASKIN		JAMES GASKIN	2016-10-17
333	2014-01-01
333	2013-01-01
333	2012-01-01	SHARON CECI		SHARON CECI	2013-10-11
333	2011-01-01	SHARON CECI		SHARON CECI	2012-10-15
333	2009-01-01	DAVID NADEAU

Plan Statistics for DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES

401k plan membership statisitcs for DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES

Measure Date Value
2016: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 75
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 71
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 69
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 64
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 104
Total participants 2013-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 64
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 106
Total participants 2012-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 62
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 106
Total participants 2011-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 51
Number of other retired or separated participants entitled to future benefits 2009-01-01 42
Total of all active and inactive participants 2009-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	75
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	71
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	69
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	64
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	104
Total participants	2013-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	64
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	106
Total participants	2012-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	62
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	106
Total participants	2011-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	51
Number of other retired or separated participants entitled to future benefits	2009-01-01	42
Total of all active and inactive participants	2009-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES

Measure	Date	Value
2016 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$37,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$90,100
Total income from all sources (including contributions)	2016-12-31	$1,382,842
Total of all expenses incurred	2016-12-31	$653,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$583,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,376,807
Value of total assets at end of year	2016-12-31	$2,328,549
Value of total assets at beginning of year	2016-12-31	$1,651,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$70,592
Total interest from all sources	2016-12-31	$5,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$90,100
Other income not declared elsewhere	2016-12-31	$209
Administrative expenses (other) incurred	2016-12-31	$70,592
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	$728,956
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,290,652
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,561,696
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$951,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,638,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,638,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$5,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$1,376,807
Employer contributions (assets) at end of year	2016-12-31	$1,376,807
Employer contributions (assets) at beginning of year	2016-12-31	$13,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$583,294
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
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$37,897
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	PLANTE & MORAN
Accountancy firm EIN	2016-12-31	381357951
2015 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$90,100
Total income from all sources (including contributions)	2015-12-31	$15,150
Total of all expenses incurred	2015-12-31	$354,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$190,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$13,700
Value of total assets at end of year	2015-12-31	$1,651,796
Value of total assets at beginning of year	2015-12-31	$1,901,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$164,094
Total interest from all sources	2015-12-31	$1,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$90,100
Other income not declared elsewhere	2015-12-31	$288
Administrative expenses (other) incurred	2015-12-31	$150,134
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	$-339,807
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,561,696
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,901,503
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
Investment advisory and management fees	2015-12-31	$13,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,638,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,847,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,847,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$13,700
Employer contributions (assets) at end of year	2015-12-31	$13,700
Employer contributions (assets) at beginning of year	2015-12-31	$54,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$190,863
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	PLANTE & MORAN
Accountancy firm EIN	2015-12-31	381357951
2014 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2014 401k financial data
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	$194,670
Total of all expenses incurred	2014-12-31	$223,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$179,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$54,000
Value of total assets at end of year	2014-12-31	$1,901,503
Value of total assets at beginning of year	2014-12-31	$1,930,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,828
Total interest from all sources	2014-12-31	$30
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$30,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$30,776
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
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
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$-2,089
Administrative expenses (other) incurred	2014-12-31	$37,985
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	$-29,278
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,901,503
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,930,781
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
Investment advisory and management fees	2014-12-31	$6,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,869,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,847,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$111,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$54,000
Employer contributions (assets) at end of year	2014-12-31	$54,000
Employer contributions (assets) at beginning of year	2014-12-31	$59,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$179,120
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	PLANTE & MORAN
Accountancy firm EIN	2014-12-31	381357951
2013 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$359,120
Total of all expenses incurred	2013-12-31	$217,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$161,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$59,551
Value of total assets at end of year	2013-12-31	$1,930,781
Value of total assets at beginning of year	2013-12-31	$1,789,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$56,209
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$84,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$84,540
Administrative expenses professional fees incurred	2013-12-31	$47,331
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
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
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$551
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,764
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$2,313
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	$141,287
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,930,781
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,789,494
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
Investment advisory and management fees	2013-12-31	$6,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,869,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,667,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$215,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$59,000
Employer contributions (assets) at end of year	2013-12-31	$59,000
Employer contributions (assets) at beginning of year	2013-12-31	$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$161,624
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	PLANTE & MORAN
Accountancy firm EIN	2013-12-31	381357951
2012 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$330,996
Total of all expenses incurred	2012-12-31	$250,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$157,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$120,000
Value of total assets at end of year	2012-12-31	$1,789,494
Value of total assets at beginning of year	2012-12-31	$1,709,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$93,091
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$34,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$34,962
Administrative expenses professional fees incurred	2012-12-31	$80,035
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,903
Other income not declared elsewhere	2012-12-31	$6,079
Administrative expenses (other) incurred	2012-12-31	$6,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$80,175
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,789,494
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,709,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$6,166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,667,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,587,416
Interest earned on other investments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$169,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$120,000
Employer contributions (assets) at end of year	2012-12-31	$120,000
Employer contributions (assets) at beginning of year	2012-12-31	$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$157,730
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN
Accountancy firm EIN	2012-12-31	381357951
2011 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$153,232
Total of all expenses incurred	2011-12-31	$180,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$148,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$120,000
Value of total assets at end of year	2011-12-31	$1,709,319
Value of total assets at beginning of year	2011-12-31	$1,736,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$31,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$24,993
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-27,144
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,709,319
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,736,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$6,431
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,587,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,624,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$33,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$120,000
Employer contributions (assets) at end of year	2011-12-31	$120,000
Employer contributions (assets) at beginning of year	2011-12-31	$110,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$148,952
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE & MORAN
Accountancy firm EIN	2011-12-31	381357951
2010 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$290,158
Total of all expenses incurred	2010-12-31	$176,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$143,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$110,000
Value of total assets at end of year	2010-12-31	$1,736,463
Value of total assets at beginning of year	2010-12-31	$1,622,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$32,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$18,158
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,781
Other income not declared elsewhere	2010-12-31	$210
Administrative expenses (other) incurred	2010-12-31	$7,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$114,032
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,736,463
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,622,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$6,328
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,624,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,509,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$179,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$110,000
Employer contributions (assets) at end of year	2010-12-31	$110,000
Employer contributions (assets) at beginning of year	2010-12-31	$111,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$143,931
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE & MORAN
Accountancy firm EIN	2010-12-31	381357951
2009 : DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES

2016: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DB PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GENESEE COUNTY & AFFILIATED AGENCIES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF GENESEE COUNTY
Employer identification number (EIN):	381359516
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	784158