401k Plan data: APWU HEALTH PLAN DEFINED CONTRIBUTION PLAN plan

APWU HEALTH PLAN DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	APWU HEALTH PLAN DEFINED CONTRIBUTION PLAN
Plan identification number	003

APWU HEALTH PLAN DEFINED CONTRIBUTION 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

AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN

Employer identification number (EIN): 520940594

NAIC Classification: 921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APWU HEALTH PLAN DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 WAYNE H SETZER 2024-10-17 WAYNE H SETZER 2024-10-17
003 2022-01-01 WAYNE SETZER 2023-09-27
003 2021-01-01 WAYNE SETZER 2022-07-08
003 2020-01-01 WAYNE SETZER 2021-07-28
003 2019-01-01 WAYNE SETZER 2020-10-12
003 2018-01-01 WAYNE SETZER 2019-07-05
003 2017-01-01 WAYNE SETZER 2018-07-10
003 2016-01-01 WAYNE SETZER 2017-06-23
003 2015-01-01 WAYNE SETZER 2016-07-18
003 2014-01-01 WAYNE SETZER 2015-06-26
003 2013-01-01 WAYNE SETZER 2014-05-30
003 2012-01-01 WAYNE SETZER 2013-10-04
003 2011-01-01 WAYNE SETZER 2012-07-23
003 2010-01-01 WAYNE SETZER 2011-07-15 WAYNE SETZER 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	WAYNE H SETZER	2024-10-17	WAYNE H SETZER	2024-10-17
003	2022-01-01	WAYNE SETZER	2023-09-27
003	2021-01-01	WAYNE SETZER	2022-07-08
003	2020-01-01	WAYNE SETZER	2021-07-28
003	2019-01-01	WAYNE SETZER	2020-10-12
003	2018-01-01	WAYNE SETZER	2019-07-05
003	2017-01-01	WAYNE SETZER	2018-07-10
003	2016-01-01	WAYNE SETZER	2017-06-23
003	2015-01-01	WAYNE SETZER	2016-07-18
003	2014-01-01	WAYNE SETZER	2015-06-26
003	2013-01-01	WAYNE SETZER	2014-05-30
003	2012-01-01	WAYNE SETZER	2013-10-04
003	2011-01-01	WAYNE SETZER	2012-07-23
003	2010-01-01	WAYNE SETZER	2011-07-15	WAYNE SETZER	2011-07-15

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Company Name:	AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN
Employer identification number (EIN):	520940594
NAIC Classification:	921000