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HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN 401k Plan overview

Plan NameHEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN
Plan identification number 002

HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC.
Employer identification number (EIN):111858098
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01VANESSA BAIRD-STREETER2024-08-21
0022022-01-01REBECCA SANIN2023-07-21
0022021-01-01REBECCA SANIN2022-07-12
0022020-01-01REBECCA SANIN2021-07-07
0022019-01-01REBECCA SANIN2020-07-08
0022018-01-01REBECCA SANIN2019-09-17
0022017-01-01REBECCA SANIN2018-09-25
0022016-01-01REBECCA SANIN2017-09-28
0022015-01-01GWEN OSHEA2016-07-07
0022014-01-01GWEN OSHEA2015-07-23
0022013-01-01GWEN OSHEA2014-04-24
0022012-01-01GWEN OSHEA2013-06-18
0022011-01-01GWEN OSHEA2012-04-10
0022010-01-01GWEN OSHEA2011-06-13

Financial Data on HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN

Measure Date Value
2025 : HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-301480
Net assets as of the end of the plan year2025-09-301544867
Total assets as of the beginning of the plan year2025-09-301241036
Value of plan covered by a fidelity bond2025-09-30150000
Participant contributions to plan in this plan year2025-09-3060647
Value of participant loans at end of plan year2025-09-3028352
Other contributions to plan in this plan year2025-09-307231
Other income to plan in this plan year2025-09-30164096
Plan net income in this plan year2025-09-30303831
Net assets as of the end of the plan year2025-09-301544867
Net assets as of the beginning of the plan year2025-09-301241036
Employer contributions to plan in this plan year2025-09-3073337
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-301480
2024 : HEALTH & WELFARE COUNCIL OF LONG ISLAND, INC. 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2130325
Net assets as of the end of the plan year2024-08-211241036
Total assets as of the beginning of the plan year2024-08-21976797
Value of plan covered by a fidelity bond2024-08-21150000
Participant contributions to plan in this plan year2024-08-2140279
Value of participant loans at end of plan year2024-08-215593
Other income to plan in this plan year2024-08-21170162
Plan net income in this plan year2024-08-21264239
Net assets as of the end of the plan year2024-08-211241036
Net assets as of the beginning of the plan year2024-08-21976797
Employer contributions to plan in this plan year2024-08-2184123
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-211110

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