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403(b) Thrift Plan for Employees of United Way of Greater Toledo
United Way of Greater Toledo, Toledo OH. Employer ID 344427947, plan number 001. Annual reports on file for 2015 to 2025.
Where the money went
Plans that moved money into this one:
- 2015: money from 403(b) Thrift Plan of United Way of Greater Toledo moved in.
- Filed 2015-2025403(b) Thrift Plan for Employees of United Way of Greater Toledo, United Way of Greater Toledo
- Today403(b) Thrift Plan for Employees of United Way of Greater Toledo still files. Mutual of America Life Insurance Co keeps the records. That is where to ask.
Records are kept by Mutual of America Life Insurance Co, per the 2016 filing.
Left in 2016? Worth asking about employer money
- In plan year 2016, active participants fell from 61 to 44 (28%), and 15 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2015 | 146 | 85 | Filing |
| 2016 | 80 | 34 | Filing |
| 2017 | 83 | — | Filing |
| 2018 | 80 | — | Filing |
| 2019 | 76 | — | Filing |
| 2020 | 72 | — | Filing |
| 2021 | 70 | — | Filing |
| 2022 | 70 | — | Filing |
| 2023 | 71 | — | Filing |
| 2024 | 80 | — | Filing |
| 2025 | 60 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.