United Way of The Columbia-Willamette

Form 5500

UNITED WAY OF THE COLUMBIA-WILLAMETTE

619 SW 11th Ave, Portland, Or 97205 (503) 228-9131 EIN:93-0582124 Plan Admin:Kori Gregg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #004 Participants BOY/EOY8 / 7 Assets BOY/EOY$208,858 / $135,244	2022	TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #004	8 / 7	$208,858 / $135,244
2022	Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #003 Participants BOY/EOY99 / 108 Assets BOY/EOY$0 / $0	2022	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #003	99 / 108	$0 / $0
2021	Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #003 Participants BOY/EOY97 / 101 Assets BOY/EOY$6,794,339 / $6,713,496	2021	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #003	97 / 101	$6,794,339 / $6,713,496
2021	Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #004 Participants BOY/EOY7 / 8 Assets BOY/EOY$97,928 / $208,858	2021	TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #004	7 / 8	$97,928 / $208,858
2020	Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #003 Participants BOY/EOY97 / 97 Assets BOY/EOY$5,967,967 / $6,794,339	2020	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #003	97 / 97	$5,967,967 / $6,794,339
2020	Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #004 Participants BOY/EOY6 / 7 Assets BOY/EOY$45,473 / $97,928	2020	TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #004	6 / 7	$45,473 / $97,928
2019	Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #003 Participants BOY/EOY94 / 97 Assets BOY/EOY$4,943,944 / $5,967,967	2019	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #003	94 / 97	$4,943,944 / $5,967,967
2019	Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Plan #004 Participants BOY/EOY3 / 6 Assets BOY/EOY$160,348 / $45,473	2019	TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE - Plan #004	3 / 6	$160,348 / $45,473