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| Plan Name | BOSTON TEACHERS UNION HEALTH & WELFARE FUND MONEY PURCHASE PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BOSTON TEACHERS UNION HEALTH & WELFARE FUND |
| Employer identification number (EIN): | 042511984 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-09-01 | ||||
| 001 | 2021-09-01 | ||||
| 001 | 2020-09-01 | ||||
| 001 | 2019-09-01 | ||||
| 001 | 2018-09-01 | ||||
| 001 | 2017-09-01 | ||||
| 001 | 2016-09-01 | EUGENE M. MCGLYNN | 2018-06-05 | ||
| 001 | 2015-09-01 | EUGENE M. MCGLYNN | 2017-06-15 | ||
| 001 | 2015-09-01 | EUGENE M. MCGLYNN | 2018-06-05 | ||
| 001 | 2014-09-01 | PATRICK J. CONNOLLY | 2016-06-15 | ||
| 001 | 2013-09-01 | EUGENE M. MCGLYNN | 2015-06-09 | ||
| 001 | 2012-09-01 | EUGENE M. MCGLYNN | 2014-03-21 | EUGENE M. MCGLYNN | 2014-03-21 |
| 001 | 2011-09-01 | EUGENE M. MCGLYNN | 2013-05-02 | EUGENE M. MCGLYNN | 2013-05-02 |
| 001 | 2010-09-01 | EUGENE M. MCGLYNN | 2012-06-06 | EUGENE M. MCGLYNN | 2012-06-06 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BOSTON TEACHERS UNION HEALTH & WELFARE FUND MONEY PURCHASE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-12 | 796 |
| Net assets as of the end of the plan year | 2025-03-12 | 3857547 |
| Total assets as of the beginning of the plan year | 2025-03-12 | 3150066 |
| Value of plan covered by a fidelity bond | 2025-03-12 | 500000 |
| Other income to plan in this plan year | 2025-03-12 | 521355 |
| Plan net income in this plan year | 2025-03-12 | 707481 |
| Net assets as of the end of the plan year | 2025-03-12 | 3857547 |
| Net assets as of the beginning of the plan year | 2025-03-12 | 3150066 |
| Value of funding deficiency | 2025-03-12 | 0 |
| Value of employer contributions paid | 2025-03-12 | 186922 |
| Employer contributions to plan in this plan year | 2025-03-12 | 186922 |
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