Board Of Trustees Health & Welfare Fund Lu 485 Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Health & Welfare Fund Lu 485
  • Sponsor EIN: 112026238
  • Sponsor Address: 1040 AVENUE OF THE AMERICAS24TH FL, NEW YORK, NY, 10018
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 25
  • Total Assets: $9.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$9.1M$395,321$33,306
202330$8.6M$384,797$35,493
202231$8.9M$656,749$56,434

Similar Plans