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UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF BRAZORIA COUNTY 401(K) PLAN
Plan identification number 001

UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 BRAZORIA COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BRAZORIA COUNTY
Employer identification number (EIN):741362982
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF BRAZORIA COUNTY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1959-05-15
Company Identification Number: 0015579701
Legal Registered Office Address: PO BOX 1959 ATTN MERRY

ANGLETON
United States of America (USA)
77516

More information about UNITED WAY OF BRAZORIA COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01JENNA MASTERS2016-12-08
0012014-07-01JENNA MASTERS2015-12-22
0012013-07-01JENNA MASTERS2014-11-11 JENNA MASTERS2014-11-11
0012012-07-01FRED A. KRENZKE2013-10-01 FRED A. KRENZKE2013-10-01
0012011-07-01STEPHANIE CONE2012-08-28 STEPHANIE CONE2012-08-28
0012010-07-01STEPHANIE CONE
0012009-07-01STEPHANIE CONE STEPHANIE CONE2011-01-21
0012009-07-01STEPHANIE CONE STEPHANIE CONE2013-06-12
0012008-07-01STEPHANIE CONE STEPHANIE CONE2013-06-12

Plan Statistics for UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN

401k plan membership statisitcs for UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN

Measure Date Value
2010: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-019
Total number of active participants reported on line 7a of the Form 55002010-07-015
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-019
Number of participants with account balances2010-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-0111
Number of participants with account balances2009-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-019
Total number of active participants reported on line 7a of the Form 55002008-07-014
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-014
Total of all active and inactive participants2008-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-012
Total participants2008-07-0110
Number of participants with account balances2008-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-011

Financial Data on UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN

Measure Date Value
2011 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total income from all sources2011-06-30$61,791
Expenses. Total of all expenses incurred2011-06-30$0
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$333,295
Total plan assets at beginning of year2011-06-30$271,504
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$14,845
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$33,777
Net income (gross income less expenses)2011-06-30$61,791
Net plan assets at end of year (total assets less liabilities)2011-06-30$333,295
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$271,504
Assets. Value of participant loans2011-06-30$99
Total contributions received or receivable from employer(s)2011-06-30$13,169
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
2009 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2009 401k financial data
Total income from all sources2009-06-30$-1,553
Expenses. Total of all expenses incurred2009-06-30$17,300
Benefits paid (including direct rollovers)2009-06-30$17,300
Total plan assets at end of year2009-06-30$231,563
Total plan assets at beginning of year2009-06-30$250,416
Value of fidelity bond covering the plan2009-06-30$100,000
Total contributions received or receivable from participants2009-06-30$11,440
Contributions received from other sources (not participants or employers)2009-06-30$0
Other income received2009-06-30$-23,097
Net income (gross income less expenses)2009-06-30$-18,853
Net plan assets at end of year (total assets less liabilities)2009-06-30$231,563
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$250,416
Assets. Value of participant loans2009-06-30$3,192
Total contributions received or receivable from employer(s)2009-06-30$10,104

Form 5500 Responses for UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN

2010: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-006444
Policy instance 1
Insurance contract or identification numberGA-006444
Number of Individuals Covered9
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-006444
Policy instance 1
Insurance contract or identification numberGA-006444
Number of Individuals Covered8
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $810
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $810
Insurance broker organization code?3
Insurance broker nameVELASCO INS & FINANCIAL INC

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