Logo

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

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.
Plan identification number 003

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UNITED WAY OF GREATER KANSAS CITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER KANSAS CITY, INC.
Employer identification number (EIN):440545812
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MICHELLE HOGERTY MICHELLE HOGERTY2018-07-27
0032016-01-01MICHELLE HOGETY MICHELLE HOGETY2017-10-17
0032015-01-01MICHELLE HOGERTY MICHELLE HOGERTY2016-10-17
0032014-01-01MICHELLE HOGERTY2015-07-24 MICHELLE HOGERTY2015-07-24
0032013-01-01MICHELLE OVERSTREET HOGERTY2015-07-09
0032012-01-01MICHELLE OVERSTREET2013-10-14 MICHELLE OVERSTREET2013-10-14
0032011-01-01MICHELLE OVERSTREET2012-07-31 MICHELLE OVERSTREET2012-07-31
0032010-01-01MICHELLE OVERSTREET2011-10-17
0032009-01-01MICHELLE OVERSTREET MICHELLE OVERSTREET2013-10-15

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure Date Value
2023: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-01127
Total number of active participants reported on line 7a of the Form 55002023-01-0192
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0137
Total of all active and inactive participants2023-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01129
Number of participants with account balances2023-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0177
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01115
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01120
Total number of active participants reported on line 7a of the Form 55002021-01-0176
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01117
Number of participants with account balances2021-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01120
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01113
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01108
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-0180
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01126
Number of participants with account balances2015-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0188
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

Measure Date Value
2023 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,356,973
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$619,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$566,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$568,314
Value of total assets at end of year2023-12-31$6,057,764
Value of total assets at beginning of year2023-12-31$5,320,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$53,786
Total interest from all sources2023-12-31$10,880
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$133,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$133,635
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$363,964
Participant contributions at end of year2023-12-31$104,497
Participant contributions at beginning of year2023-12-31$72,842
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$59,883
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$17,777
Other income not declared elsewhere2023-12-31$314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$737,102
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,057,764
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,320,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,786,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,852,389
Interest on participant loans2023-12-31$4,686
Interest earned on other investments2023-12-31$6,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$166,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$111,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$643,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$144,467
Employer contributions (assets) at beginning of year2023-12-31$283,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$548,308
Contract administrator fees2023-12-31$39,349
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$6,317
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$932,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$894,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,041,979
Value of total assets at end of year2022-12-31$5,320,662
Value of total assets at beginning of year2022-12-31$6,247,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,542
Total interest from all sources2022-12-31$5,348
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$83,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$83,536
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$305,386
Participant contributions at end of year2022-12-31$72,842
Participant contributions at beginning of year2022-12-31$77,578
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$324,700
Other income not declared elsewhere2022-12-31$313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-926,394
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,320,662
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,247,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,852,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,784,244
Interest on participant loans2022-12-31$3,392
Interest earned on other investments2022-12-31$1,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$111,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$110,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,124,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$411,893
Employer contributions (assets) at end of year2022-12-31$283,810
Employer contributions (assets) at beginning of year2022-12-31$275,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$894,169
Contract administrator fees2022-12-31$38,542
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,625,380
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,267,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,207,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$779,976
Value of total assets at end of year2021-12-31$6,247,056
Value of total assets at beginning of year2021-12-31$6,888,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,683
Total interest from all sources2021-12-31$1,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$289,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$289,060
Administrative expenses professional fees incurred2021-12-31$12,167
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$295,043
Participant contributions at end of year2021-12-31$77,578
Participant contributions at beginning of year2021-12-31$43,246
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-641,736
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,247,056
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,888,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,784,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,984,322
Interest on participant loans2021-12-31$1,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$110,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$570,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$554,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$405,814
Employer contributions (assets) at end of year2021-12-31$275,000
Employer contributions (assets) at beginning of year2021-12-31$290,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,207,433
Contract administrator fees2021-12-31$47,516
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,821,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$469,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$413,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,023,356
Value of total assets at end of year2020-12-31$6,888,792
Value of total assets at beginning of year2020-12-31$5,536,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,895
Total interest from all sources2020-12-31$1,866
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$230,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$317,828
Participant contributions at end of year2020-12-31$43,246
Participant contributions at beginning of year2020-12-31$49,355
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$293,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,352,166
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,888,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,536,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,984,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,644,901
Interest on participant loans2020-12-31$1,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$570,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$522,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$566,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$412,374
Employer contributions (assets) at end of year2020-12-31$290,949
Employer contributions (assets) at beginning of year2020-12-31$320,001
Income. Dividends from common stock2020-12-31$230,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$413,850
Contract administrator fees2020-12-31$55,895
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,644,733
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,919,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,857,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$666,060
Value of total assets at end of year2019-12-31$5,536,626
Value of total assets at beginning of year2019-12-31$5,811,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,772
Total interest from all sources2019-12-31$2,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$169,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$262,087
Participant contributions at end of year2019-12-31$49,355
Participant contributions at beginning of year2019-12-31$95,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-274,836
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,536,626
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,811,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,644,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,327,641
Interest on participant loans2019-12-31$2,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$522,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$805,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$403,973
Employer contributions (assets) at end of year2019-12-31$320,001
Employer contributions (assets) at beginning of year2019-12-31$368,809
Income. Dividends from common stock2019-12-31$169,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,857,797
Contract administrator fees2019-12-31$61,772
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$445,239
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,230,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,214,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$798,696
Value of total assets at end of year2018-12-31$5,811,462
Value of total assets at beginning of year2018-12-31$10,596,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,343
Total interest from all sources2018-12-31$4,750
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$99,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$99,638
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$259,635
Participant contributions at end of year2018-12-31$95,924
Participant contributions at beginning of year2018-12-31$130,246
Participant contributions at beginning of year2018-12-31$11,609
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,784,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,811,462
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,596,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,327,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,366,556
Interest on participant loans2018-12-31$4,508
Interest earned on other investments2018-12-31$242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$706,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-457,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$448,366
Employer contributions (assets) at end of year2018-12-31$368,809
Employer contributions (assets) at beginning of year2018-12-31$381,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,214,745
Contract administrator fees2018-12-31$15,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,150,636
Total of all expenses incurred2017-12-31$1,433,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,433,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$737,090
Value of total assets at end of year2017-12-31$10,596,311
Value of total assets at beginning of year2017-12-31$9,878,991
Total interest from all sources2017-12-31$1,413,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$305,659
Participant contributions at end of year2017-12-31$130,246
Participant contributions at beginning of year2017-12-31$135,081
Participant contributions at end of year2017-12-31$11,609
Participant contributions at beginning of year2017-12-31$13,170
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$717,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,596,311
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,878,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,366,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,322,867
Interest earned on other investments2017-12-31$1,413,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$706,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,034,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$431,431
Employer contributions (assets) at end of year2017-12-31$381,158
Employer contributions (assets) at beginning of year2017-12-31$373,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,433,316
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 401k financial data
Total transfer of assets to this plan2016-12-31$873
Total income from all sources (including contributions)2016-12-31$1,481,880
Total of all expenses incurred2016-12-31$1,004,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,004,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,514
Value of total assets at end of year2016-12-31$9,878,991
Value of total assets at beginning of year2016-12-31$9,401,140
Total interest from all sources2016-12-31$731,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$433,149
Participant contributions at end of year2016-12-31$135,081
Participant contributions at beginning of year2016-12-31$139,752
Participant contributions at end of year2016-12-31$13,170
Participant contributions at beginning of year2016-12-31$12,313
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$476,978
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,878,991
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,401,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,322,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,095,637
Interest earned on other investments2016-12-31$731,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,034,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$741,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$317,365
Employer contributions (assets) at end of year2016-12-31$373,370
Employer contributions (assets) at beginning of year2016-12-31$411,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,004,902
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 401k financial data
Total transfer of assets to this plan2015-12-31$781,046
Total income from all sources (including contributions)2015-12-31$719,360
Total of all expenses incurred2015-12-31$654,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$654,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$791,697
Value of total assets at end of year2015-12-31$9,401,140
Value of total assets at beginning of year2015-12-31$8,555,312
Total interest from all sources2015-12-31$-72,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$308,338
Participant contributions at end of year2015-12-31$139,752
Participant contributions at beginning of year2015-12-31$149,371
Participant contributions at end of year2015-12-31$12,313
Participant contributions at beginning of year2015-12-31$11,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$64,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,401,140
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,555,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,095,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,274,591
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$-72,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$741,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$719,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$483,359
Employer contributions (assets) at end of year2015-12-31$411,743
Employer contributions (assets) at beginning of year2015-12-31$399,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$654,578
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260

Form 5500 Responses for 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC.

2023: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER KANSAS CITY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered129
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered120
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $152
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees152
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered125
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $271
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees271
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered112
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $140
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees140
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052010-J
Policy instance 1
Insurance contract or identification number052010-J
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered116
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052010-J
Policy instance 1
Insurance contract or identification number052010-J
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,667
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2667
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052010J
Policy instance 1
Insurance contract or identification number052010J
Number of Individuals Covered126
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,739
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2739
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1