401k Plan data: THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN plan

THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN 401k Plan overview

Plan Name	THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN
Plan identification number	003

THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRUSTEES AMALGAMATED WELFARE TRUST FUND LOCAL 371 has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES AMALGAMATED WELFARE TRUST FUND LOCAL 371

Employer identification number (EIN): 066069081

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 BEATA VRLIK 2024-06-12
003 2022-01-01 BEATA VRLIK 2023-06-20
003 2021-01-01 BEATA VRLIK 2022-07-08
003 2020-01-01 PATRICIA LAZZARA 2021-07-09
003 2019-01-01 PATRICIA LAZZARA 2021-02-22
003 2018-01-01 PATRICIA LAZZARA 2019-05-23
003 2017-01-01 PATRICIA LAZZARA 2018-06-21
003 2016-01-01 PATRICIA LAZZARA 2017-06-26
003 2015-01-01 PATRICIA LAZZARA 2016-06-16
003 2014-01-01 PATRICIA LAZZARA 2015-07-01
003 2013-01-01 PATRICIA LAZZARA 2014-06-02
003 2012-01-01 PATRICIA LAZZARA 2013-07-17
003 2011-01-01 PATRICIA LAZZARA 2012-07-18
003 2010-01-01 PATRICIA LAZZARA 2011-07-13
003 2009-01-01 PATRICIA LAZZARA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	BEATA VRLIK	2024-06-12
003	2022-01-01	BEATA VRLIK	2023-06-20
003	2021-01-01	BEATA VRLIK	2022-07-08
003	2020-01-01	PATRICIA LAZZARA	2021-07-09
003	2019-01-01	PATRICIA LAZZARA	2021-02-22
003	2018-01-01	PATRICIA LAZZARA	2019-05-23
003	2017-01-01	PATRICIA LAZZARA	2018-06-21
003	2016-01-01	PATRICIA LAZZARA	2017-06-26
003	2015-01-01	PATRICIA LAZZARA	2016-06-16
003	2014-01-01	PATRICIA LAZZARA	2015-07-01
003	2013-01-01	PATRICIA LAZZARA	2014-06-02
003	2012-01-01	PATRICIA LAZZARA	2013-07-17
003	2011-01-01	PATRICIA LAZZARA	2012-07-18
003	2010-01-01	PATRICIA LAZZARA	2011-07-13
003	2009-01-01	PATRICIA LAZZARA

Plan Statistics for THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN

401k plan membership statisitcs for THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN

Measure Date Value
2009: THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN

2009: THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	TRUSTEES AMALGAMATED WELFARE TRUST FUND LOCAL 371
Employer identification number (EIN):	066069081
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores