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THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN & TRUST 401k Plan overview

Plan NameTHE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN & TRUST
Plan identification number 002

THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

THE HEALTH & EDUCATION FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:THE HEALTH & EDUCATION FEDERAL CREDIT UNION
Employer identification number (EIN):610566360
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH & EDUCATION FEDERAL CREDIT UNION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOSEPH STAFF2024-05-31
0022022-01-01PAM HENSON2023-06-06
0022021-01-01PAM HENSON2022-06-07
0022020-01-01PAM HENSON2021-04-30
0022019-01-01PAM HENSON2020-05-08
0022018-01-01PAM HENSON2019-06-11
0022017-01-01PAM HENSON2018-05-21
0022016-01-01PAM HENSON2017-05-19
0022015-01-01PAM HENSON2016-06-09
0022014-01-01PAM HENSON2015-06-06
0022013-01-01PAM HENSON2014-07-15
0022012-01-01PAM HENSON2013-07-09
0022011-01-01PAM HENSON2012-03-30 PAM HENSON2012-03-30
0022010-01-01PAM HENSON2011-05-25

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