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METRO UNITED WAY, INC.

Company Details

Name: METRO UNITED WAY, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 26 Dec 1923 (101 years ago)
Organization Date: 26 Dec 1923 (101 years ago)
Organization Number: 0035229
Industry: Miscellaneous Services
Number of Employees: Medium (20-99)
Place of Formation: KENTUCKY
Last Annual Report: 09 Aug 2024 (3 months ago)
Principal Office: P. O. BOX 4488, LOUISVILLE, KY 402040488

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
D9LJJVCES467 2025-02-04 334 E BROADWAY, LOUISVILLE, KY, 40202, 1739, USA 334 E BROADWAY, LOUISVILLE, KY, 40202, 1739, USA

Business Information
URL http://www.metrounitedway.org
Division Name METRO UNITED WAY
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2024-02-07
Initial Registration Date 2002-03-26
Entity Start Date 1923-12-26
Fiscal Year End Close Date Apr 30

Points of Contacts
Electronic Business
Title PRIMARY POC
Name MELLISSA E YEAGLE
Role DIRECTOR OF GRANT DEVELOPMENT
Address 334 EAST BROADWAY, LOUISVILLE, KY, 40202, 1739, USA
Title ALTERNATE POC
Name LISA BREIT
Address 334 EAST BROADWAY, PO BOX 4488, LOUISVILLE, KY, 40204, 0488, USA
Government Business
Title PRIMARY POC
Name MELLISSA E YEAGLE
Role DIRECTOR OF GRANT DEVELOPMENT
Address 334 EAST BROADWAY, LOUISVILLE, KY, 40202, 1739, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN OF METRO UNITED WAY,INC. 2022 610444680 2023-10-14 METRO UNITED WAY, INC. 99
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC. 2021 610444680 2022-10-17 METRO UNITED WAY, INC. 161
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 37
Retired or separated participants receiving benefits 44
Other retired or separated participants entitled to future benefits 71
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 6
Number of participants with account balances as of the end of the plan year 110
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF METRO UNITED WAY, INC. 2021 610444680 2022-10-12 METRO UNITED WAY, INC. 96
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENFITS PLAN OF METRO UNITED WAY, INC. 2020 610444680 2021-10-15 METRO UNITED WAY, INC. 163
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 44
Retired or separated participants receiving benefits 39
Other retired or separated participants entitled to future benefits 71
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 7
Number of participants with account balances as of the end of the plan year 118
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF METRO UNITED WAY, INC. 2020 610444680 2021-10-15 METRO UNITED WAY, INC. 95
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address PO BOX 4488, LOUISVILLE, KY, 402040488
Administrator’s telephone number 5022926121

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC. 2019 610444680 2020-10-13 METRO UNITED WAY, INC. 167
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 49
Retired or separated participants receiving benefits 33
Other retired or separated participants entitled to future benefits 76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 5
Number of participants with account balances as of the end of the plan year 126
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF METRO UNITED WAY, INC. 2019 610444680 2020-10-12 METRO UNITED WAY, INC. 99
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2020-09-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF METRO UNITED WAY, INC. 2018 610444680 2019-10-15 METRO UNITED WAY, INC. 91
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC. 2018 610444680 2019-10-15 METRO UNITED WAY, INC. 167
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 54
Retired or separated participants receiving benefits 30
Other retired or separated participants entitled to future benefits 80
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 134
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF METRO UNITED WAY, INC. 2017 610444680 2018-10-15 METRO UNITED WAY, INC. 93
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/15/20181015145640P030269540481001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 64
Retired or separated participants receiving benefits 28
Other retired or separated participants entitled to future benefits 72
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/16/20171016155748P040210073703001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/16/20171016155558P040172371341001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 64
Retired or separated participants receiving benefits 23
Other retired or separated participants entitled to future benefits 77
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 141
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017115600P030033252001001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017115538P030020114301001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address 334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year
Active participants 65
Retired or separated participants receiving benefits 21
Other retired or separated participants entitled to future benefits 75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 4
Number of participants with account balances as of the end of the plan year 141
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/15/20151015121756P040046520327001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1982-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/15/20151015094915P040050650465001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1979-09-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 61
Retired or separated participants receiving benefits 19
Other retired or separated participants entitled to future benefits 75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015122415P040021046221001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015122447P040052395505001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1970-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 63
Retired or separated participants receiving benefits 15
Other retired or separated participants entitled to future benefits 73
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/12/04/20131204155629P040129207569001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of
Role Plan administrator
Date 2013-12-04
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-12-04
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015080642P040038932499001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1970-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year
Active participants 62
Retired or separated participants receiving benefits 9
Other retired or separated participants entitled to future benefits 76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015144117P030001598083001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O.BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address P.O.BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number 5022926121

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015100524P030016664786001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1970-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC.
Plan administrator’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number 5022926121

Number of participants as of the end of the plan year
Active participants 62
Retired or separated participants receiving benefits 9
Other retired or separated participants entitled to future benefits 76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/17/20111017121518P040154844241001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address P.O. BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number 5022926121

Signature of
Role Plan administrator
Date 2011-10-17
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/15/20101015145727P040011350626001.pdf
Three-digit plan number (PN) 003
Effective date of plan 1992-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s address P.O. BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address P.O. BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number 5022926121

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/15/20101015145123P030029357169001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1970-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number 5022926121

Number of participants as of the end of the plan year
Active participants 62
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/06/20101006204708P030012122065001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1970-03-01
Business code 813000
Sponsor’s telephone number 5022926121
Plan sponsor’s mailing address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 610444680
Plan administrator’s name METRO UNITED WAY, INC.
Plan administrator’s address 334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number 5022926121

Number of participants as of the end of the plan year
Active participants 57
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 74
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 6

Signature of
Role Plan administrator
Date 2010-10-06
Name of individual signing PHILLIP BOND
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
ADRIA JOHNSON Registered Agent

Director

Name Role
Mark Eddy Director
JOSEPH D. BURGE Director
Elaine Gravette Director
Henry Erk Director
ARTHUR D. ALLEN Director
F. H. GREGG Director
ANNETTE B. COWLES Director
MARY E. SPRADLING Director

Treasurer

Name Role
Patricia Carver Treasurer

President

Name Role
Ashley Duncan President

Secretary

Name Role
Adria Johnson Secretary

Incorporator

Name Role
EMBRY L. SWEARINGEN Incorporator
W. M. HANNAH Incorporator
HUSTON TWIN Incorporator

Former Company Names

Name Action
METRO UNITED WAY OF LOUISVILLE AND JEFFERSON COUNTY, NEW ALBANY AND FLOYD COUNTY, INC. Old Name
THE COMMUNITY CHEST OF JEFFERSON COUNTY, KENTUCKY Old Name
THE UNITED WAY OF LOUISVILLE AND JEFFERSON COUNTY, INC. Old Name
THE COMMUNITY CHEST OF LOUISVILLE AND JEFFERSON COUNTY, KENTUCKY Old Name

Assumed Names

Name Status Expiration Date
METRO UNITED WAY OF SPENCER COUNTY Inactive 2011-04-02
METRO UNITED WAY OF SHELBY COUNTY Inactive 2011-04-02
METRO UNITED WAY OF BULLITT COUNTY Inactive 2011-04-02
METRO UNITED WAY OF OLDHAM COUNTY Inactive 2011-04-02
METRO UNITED WAY OF HARDIN COUNTY Inactive 2006-04-02

Filings

Name File Date
Annual Report 2024-08-09
Annual Report 2023-06-30
Registered Agent name/address change 2022-06-27
Annual Report 2022-06-27
Annual Report 2021-07-06
Annual Report 2020-06-26
Annual Report 2019-03-19
Annual Report 2018-06-07
Annual Report 2017-06-02
Registered Agent name/address change 2017-06-02

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Date of last update: 13 Nov 2024

Sources: Kentucky Secretary of State

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