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  5. UNITED WAY OF THE BLUEGRASS, INC.

UNITED WAY OF THE BLUEGRASS, INC.

Company Details

Name: UNITED WAY OF THE BLUEGRASS, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 29 Jul 1959 (66 years ago)
Organization Date: 29 Jul 1959 (66 years ago)
Last Annual Report: 28 Feb 2024 (a year ago)
Organization Number: 0053153
Industry: Miscellaneous Services
Number of Employees: Medium (20-99)
ZIP code: 40517
Primary County: Fayette
Principal Office: 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY 40517
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
W5NNCKSVZLV3 2024-10-31 651 PERIMETER DR, STE 510, LEXINGTON, KY, 40517, 4138, USA 651 PERIMETER DR, STE 510, LEXINGTON, KY, 40517, 4138, USA

Business Information
URL uwbg.org
Congressional District 06
State/Country of Incorporation KY, USA
Activation Date 2023-11-17
Initial Registration Date 2010-03-26
Entity Start Date 1959-07-29
Fiscal Year End Close Date Jun 30

Service Classifications
NAICS Codes 624190

Points of Contacts
Electronic Business
Title PRIMARY POC
Name KATHY GOSNELL
Role VP OF FINANCE AND OPERATIONS
Address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517, USA
Government Business
Title PRIMARY POC
Name KATHY GOSNELL
Role VP OF FINANCE AND OPERATIONS
Address 651 PERIMETER DR., SUITE 510, LEXINGTON, KY, 40517, USA
Past Performance
Title PRIMARY POC
Name KATHY GOSNELL
Address 651 PERIMETER DR, SUITE 510, LEXINGTON, KY, 40515, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2022 610444679 2023-07-13 UNITED WAY OF THE BLUEGRASS, INC. 47
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing MELISSA L. REYNOLDS
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2022 610444679 2023-08-17 UNITED WAY OF THE BLUEGRASS, INC. 47
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of
Role Plan administrator
Date 2023-08-17
Name of individual signing MELISSA L. REYNOLDS
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2021 610444679 2022-08-01 UNITED WAY OF THE BLUEGRASS, INC. 57
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2020 610444679 2021-07-18 UNITED WAY OF THE BLUEGRASS, INC. 49
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of
Role Plan administrator
Date 2021-07-18
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-18
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2019 610444679 2020-08-03 UNITED WAY OF THE BLUEGRASS, INC. 53
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVE. STE. 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2020-08-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2018 610444679 2019-09-03 UNITED WAY OF THE BLUEGRASS, INC. 55
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVE. STE. 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2019-09-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2017 610444679 2018-07-24 UNITED WAY OF THE BLUEGRASS INC. 46
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-24
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2016 610444679 2017-07-25 UNITED WAY OF THE BLUEGRASS INC. 46
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2015 610444679 2016-07-26 UNITED WAY OF THE BLUEGRASS INC. 44
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2016-07-26
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-26
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2014 610444679 2015-07-28 UNITED WAY OF THE BLUEGRASS INC. 36
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2015-07-28
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/25/20140725080247P030055796727001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of
Role Plan administrator
Date 2014-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/19/20130719130540P040395204305001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Signature of
Role Plan administrator
Date 2013-07-19
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-19
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/20/20120720150857P030000484133001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address
Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of
Role Plan administrator
Date 2012-07-20
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-20
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/21/20110721094408P040100459297001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address
Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of
Role Plan administrator
Date 2011-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/22/20100722082237P040030098599001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address
Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of
Role Plan administrator
Date 2010-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
BEN P. BRANSOM Director
Valerie Marshall Director
THOMAS L. ADAMS Director
O. A. BAKHAUS Director
J. RUH BEARD Director
MORRIS BEEBE JR. Director
Paul Rooke Director
David Kyle Murray Director

Incorporator

Name Role
THOMAS L. ADAMS Incorporator
O. A. BAKHAUS Incorporator
J. RUH BEARD Incorporator
BEN P. BRANSOM Incorporator
MORRIS BEEBE JR. Incorporator

Treasurer

Name Role
Kathy Jaeger Treasurer

Officer

Name Role
Kenneth Jones Officer

Secretary

Name Role
Timothy Johnson Secretary

Registered Agent

Name Role
TIMOTHY JOHNSON Registered Agent

Former Company Names

Name Action
UNITED WAY OF FRANKLIN COUNTY, INC. Merger
THE UNITED WAY OF WOODFORD COUNTY, INC. Merger
UNITED WAY OF THE BLUE GRASS, INCORPORATED Old Name
FRANKLIN COUNTY UNITED COMMUNITY FUND Old Name
UNITED COMMUNITY FUND OF LEXINGTON AND FAYETTE COUNTY, KENTUCKY, INCORPORATED Old Name
FRANKLIN COUNTY UNITED WAY, INC. Old Name

Assumed Names

Name Status Expiration Date
VOLUNTEER BLUEGRASS Inactive 2016-02-16
GET ON BOARD Inactive 2016-02-16

Filings

Name File Date
Annual Report 2024-02-28
Annual Report 2023-05-05
Annual Report 2022-07-27
Registered Agent name/address change 2021-06-04
Annual Report 2021-06-04
Principal Office Address Change 2021-05-19
Articles of Merger 2020-07-28
Annual Report 2020-06-15
Annual Report 2019-06-25
Registered Agent name/address change 2019-06-25

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Related by address

No related companies by address

Date of last update: 28 Jan 2025

Sources: Kentucky Secretary of State

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