Mcwhinney Real Estate Services Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcwhinney Real Estate Services
  • Sponsor EIN: 841278230
  • Sponsor Address: 2725 ROCKY MOUNTAIN AVENUE,, LOVELAND, CO, 80538
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 143
  • Total Assets: $0

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.
2025143$0$0$0
2024152$0$0$0
2023189$0$0$0
2022212$0$0$0

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