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PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 401k Plan overview

Plan NamePHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN
Plan identification number 001

PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 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.
  • 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 OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST
Employer identification number (EIN):467526272
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOAN BARONE2024-09-11 JOAN BARONE2024-09-11
0012022-01-01JOAN BARONE2023-09-12 JOAN BARONE2023-09-12
0012021-01-01JOAN BARONE2022-09-14 JOAN BARONE2022-09-14
0012020-01-01JOAN BARONE2021-09-10 JOAN BARONE2021-09-10
0012019-01-01JOAN BARONE2020-07-20 JOAN BARONE2020-07-20
0012018-01-01JOAN BARONE2019-08-27 JOAN BARONE2019-08-27
0012017-01-01JOAN BARONE2018-07-31 JOAN BARONE2018-07-31
0012016-03-01JOAN BARONE2017-08-23 JOAN BARONE2017-08-23

Plan Statistics for PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN

401k plan membership statisitcs for PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN

Measure Date Value
2025: PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-094
Total number of particpants at end of year2025-09-095
Number of Participants With Account Balances2025-09-095
2024: PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-114
Total number of particpants at end of year2024-09-114
Number of Participants With Account Balances2024-09-114

Financial Data on PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN

Measure Date Value
2025 : PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-09702666
Net assets as of the end of the plan year2025-09-09432138
Total assets as of the beginning of the plan year2025-09-09859340
Value of plan covered by a fidelity bond2025-09-09500000
Participant contributions to plan in this plan year2025-09-0990594
Other expenses paid from plan in this plan year2025-09-092930
Other contributions to plan in this plan year2025-09-0935656
Other income to plan in this plan year2025-09-09118173
Plan net income in this plan year2025-09-09-427202
Net assets as of the end of the plan year2025-09-09432138
Net assets as of the beginning of the plan year2025-09-09859340
Employer contributions to plan in this plan year2025-09-0931041
2024 : PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION HEALTH BENEFIT TRUST 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-111743
Net assets as of the end of the plan year2024-09-11859340
Total assets as of the beginning of the plan year2024-09-11651589
Value of plan covered by a fidelity bond2024-09-11500000
Participant contributions to plan in this plan year2024-09-1169238
Other expenses paid from plan in this plan year2024-09-111743
Other income to plan in this plan year2024-09-11111835
Plan net income in this plan year2024-09-11207751
Net assets as of the end of the plan year2024-09-11859340
Net assets as of the beginning of the plan year2024-09-11651589
Employer contributions to plan in this plan year2024-09-1128421

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