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MIDDLESEX UNITED WAY, INC. THE

Company Details

Entity Name: MIDDLESEX UNITED WAY, INC. THE
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Feb 1949 (Companies founded in February 1949)
Business ALEI: 0097657
Annual report due: 16 Feb 2025
NAICS code: 813219 - Other Grantmaking and Giving Services
Business address: 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457, United States
Mailing address: 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, United States, 06457
ZIP code: 06457 (Companies in Middlesex, 06457)
County: Middlesex
Place of Formation: CONNECTICUT
E-Mail: shawonda.swain@middlesexunitedway.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2023 060665170 2024-08-01 MIDDLESEX UNITED WAY, INC. 11
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2024-08-01
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2022 060665170 2023-09-18 MIDDLESEX UNITED WAY, INC. 10
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER STE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2023-09-18
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2021 060665170 2022-10-20 MIDDLESEX UNITED WAY, INC. 12
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2022-10-20
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2020 060665170 2021-03-24 MIDDLESEX UNITED WAY, INC. 12
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2021-03-24
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-24
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2020 060665170 2021-03-24 MIDDLESEX UNITED WAY, INC. 12
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2021-03-24
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-03-24
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2019 060665170 2020-10-07 MIDDLESEX UNITED WAY, INC. 11
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-07
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2018 060665170 2019-05-13 MIDDLESEX UNITED WAY, INC. 12
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2019-05-13
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-13
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2017 060665170 2018-06-25 MIDDLESEX UNITED WAY, INC. 12
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2018-06-25
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-25
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2016 060665170 2017-09-27 MIDDLESEX UNITED WAY, INC. 10
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2017-09-27
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-27
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
MIDDLESEX UNITED WAY, INC. 401(K) PLAN 2015 060665170 2016-06-20 MIDDLESEX UNITED WAY, INC. 10
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1993-07-01
Business code 813000
Sponsor’s telephone number 8603468695
Plan sponsor’s address 100 RIVERVIEW CENTER, SUITE 230, MIDDLETOWN, CT, 06457

Signature of
Role Plan administrator
Date 2016-06-20
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-20
Name of individual signing KEVIN J. WILHELM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Shawonda S. Swain Agent 100 Riverview Center, Suite 230, Middletown, CT, 06457-3401, United States +1 347-965-8758 shawonda.swain@middlesexunitedway.org 55 Timothy Dr, Middletown, CT, 06457-1771, United States

Officer

Name Role Business address Phone E-Mail Residence address
Shawonda S. Swain Officer 100 Riverview Center, Suite 230, Middletown, CT, 06457-3401, United States +1 347-965-8758 shawonda.swain@middlesexunitedway.org 55 Timothy Dr, Middletown, CT, 06457-1771, United States
MEG SLATER Officer 169 MAIN STREET, 700 PLAZA MIDDLESEX, MIDDLETOWN, CT, 06457, United States No data No data 85 NORTH MAIN STREET, UNIT 111, CONNECTICUT, EAST HAMPTON, CT, 06424, United States

Director

Name Role Business address Residence address
MEG SLATER Director 169 MAIN STREET, 700 PLAZA MIDDLESEX, MIDDLETOWN, CT, 06457, United States 85 NORTH MAIN STREET, UNIT 111, CONNECTICUT, EAST HAMPTON, CT, 06424, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
LCO.0008442 TEMPORARY CHARITABLE ORGANIZATION LIQUOR INACTIVE No data No data 2018-08-06 2018-08-06
LCO.0009001 TEMPORARY CHARITABLE ORGANIZATION LIQUOR INACTIVE No data No data 2019-08-05 2019-08-05
CHR.0002149 PUBLIC CHARITY LAPSED INACTIVE No data 2023-07-12 2024-05-31
RAFF.02958-CL 2 RAFFLE PERMIT CLASS 2 CLOSED VERIFICATION STATEMENT COMPLETE 2015-07-21 2015-07-21 2015-08-03

History

Type Old value New value Date of change
Name change MIDDLESEX UNITED FUND, INCORPORATED THE MIDDLESEX UNITED WAY, INC. THE 1980-10-28
Name change NORTHERN MIDDLESEX UNITED FUND, INCORPORATED THE MIDDLESEX UNITED FUND, INCORPORATED THE 1969-06-09
Name change MIDDLETOWN UNITED FUND, INCORPORATED THE NORTHERN MIDDLESEX UNITED FUND, INCORPORATED THE 1967-07-25
Name change GREATER MIDDLETOWN COMMUNITY CHEST, INCORPORATED THE MIDDLETOWN UNITED FUND, INCORPORATED THE 1956-07-23

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012043719 2024-02-15 No data Annual Report Annual Report No data
BF-0011077131 2023-02-13 No data Annual Report Annual Report No data
BF-0010376209 2022-05-31 No data Annual Report Annual Report 2022
0007306448 2021-04-21 No data Annual Report Annual Report 2021
0006751859 2020-02-11 No data Annual Report Annual Report 2020
0006382414 2019-02-13 No data Annual Report Annual Report 2019
0006045867 2018-01-30 No data Annual Report Annual Report 2017
0006045892 2018-01-30 No data Annual Report Annual Report 2018
0005476995 2016-01-29 No data Annual Report Annual Report 2016
0005271858 2015-02-03 No data Annual Report Annual Report 2015

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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