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LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 401k Plan overview

Plan NameLOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN
Plan identification number 003

LOCAL 338 HEALTH AND WELFARE FUND 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LOCAL 338 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 338 HEALTH AND WELFARE FUND
Employer identification number (EIN):136360303
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ELENA DUNDON2024-06-25 ELENA DUNDON2024-06-25
0032022-01-01ELENA DUNDON2023-05-17
0032021-01-01ELENA DUNDON2022-04-26
0032020-01-01ELENA DUNDON2021-06-03
0032019-01-01ELENA DUNDON2020-03-09
0032018-01-01ELENA DUNDON2019-04-18
0032017-01-01ELENA DUNDON2018-08-24
0032016-01-01ELENA DUNDON2017-10-04 ELENA DUNDON2017-10-04
0032015-01-01ELENA A. DUNDON2016-08-03 ELENA A. DUNDON2016-08-03
0032014-01-01ELENA A. DUNDON2015-06-11 ELENA A. DUNDON2015-06-11
0032013-01-01ELENA DUNDON2014-04-29 ELENA DUNDON2014-04-29
0032012-01-01ELENA DUNDON2013-04-09 ELENA DUNDON2013-04-09
0032011-01-01ELENA A. DUNDON2012-05-16 ELENA A. DUNDON2012-05-16
0032010-01-01ELENA A. DUNDON2011-05-19 ELENA A. DUNDON2011-05-19

Plan Statistics for LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN

401k plan membership statisitcs for LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN

Measure Date Value
2025: LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1633
Total number of particpants at end of year2025-09-1629
Number of Participants With Account Balances2025-09-1629
2024: LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2537
Total number of particpants at end of year2024-06-2533
Number of Participants With Account Balances2024-06-2532
2022: LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-2638
Total number of particpants at end of year2022-04-2633
Number of Participants With Account Balances2022-04-2623

Financial Data on LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN

Measure Date Value
2025 : LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1661193
Net assets as of the end of the plan year2025-09-16721033
Total assets as of the beginning of the plan year2025-09-16562477
Value of plan covered by a fidelity bond2025-09-16500000
Participant contributions to plan in this plan year2025-09-16140601
Value of participant loans at end of plan year2025-09-1625717
Other contributions to plan in this plan year2025-09-16109
Other income to plan in this plan year2025-09-1679039
Plan net income in this plan year2025-09-16158556
Net assets as of the end of the plan year2025-09-16721033
Net assets as of the beginning of the plan year2025-09-16562477
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-164376
2024 : LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-25154429
Net assets as of the end of the plan year2024-06-25562477
Total assets as of the beginning of the plan year2024-06-25517658
Value of plan covered by a fidelity bond2024-06-25500000
Participant contributions to plan in this plan year2024-06-25108133
Value of participant loans at end of plan year2024-06-2522560
Other contributions to plan in this plan year2024-06-252600
Other income to plan in this plan year2024-06-2588515
Plan net income in this plan year2024-06-2544819
Net assets as of the end of the plan year2024-06-25562477
Net assets as of the beginning of the plan year2024-06-25517658
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-258015
2022 : LOCAL 338 HEALTH AND WELFARE FUND 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-268064
Net assets as of the end of the plan year2022-04-26513846
Total assets as of the beginning of the plan year2022-04-26366121
Value of plan covered by a fidelity bond2022-04-26500000
Participant contributions to plan in this plan year2022-04-2684950
Value of participant loans at end of plan year2022-04-2648058
Other income to plan in this plan year2022-04-2670839
Plan net income in this plan year2022-04-26147725
Net assets as of the end of the plan year2022-04-26513846
Net assets as of the beginning of the plan year2022-04-26366121
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-263579

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