401k Plan data: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN plan

THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN
Plan identification number	001

THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Money purchase (other than target benefit)
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 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

THE HOWARD HEINZ ENDOWMENT has sponsored the creation of one or more 401k plans.

Company Name: THE HOWARD HEINZ ENDOWMENT

Employer identification number (EIN): 251721100

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHELE SULLENGER 2024-07-28 MICHELE SULLENGER 2024-07-28
001 2023-01-01 MICHELE SULLENGER 2025-01-18 MICHELE SULLENGER 2025-01-18
001 2018-01-01 EDWARD KOLANO 2018-12-05
001 2017-01-01 EDWARD KOLANO 2018-07-24
001 2016-01-01 EDWARD KOLANO 2017-03-02
001 2014-01-01 EDWARD KOLANO 2015-07-22
001 2013-01-01 ANN C PLUNKETT 2015-06-18 ANN C PLUNKETT 2015-06-18
001 2012-01-01 EDWARD KOLANO 2013-07-24
001 2011-01-01 JACK KIME 2012-07-30 JACK KIME 2012-07-30
001 2009-01-01 JACK E. KIME

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHELE SULLENGER	2024-07-28	MICHELE SULLENGER	2024-07-28
001	2023-01-01	MICHELE SULLENGER	2025-01-18	MICHELE SULLENGER	2025-01-18
001	2018-01-01	EDWARD KOLANO	2018-12-05
001	2017-01-01	EDWARD KOLANO	2018-07-24
001	2016-01-01	EDWARD KOLANO	2017-03-02
001	2014-01-01	EDWARD KOLANO	2015-07-22
001	2013-01-01	ANN C PLUNKETT	2015-06-18	ANN C PLUNKETT	2015-06-18
001	2012-01-01	EDWARD KOLANO	2013-07-24
001	2011-01-01	JACK KIME	2012-07-30	JACK KIME	2012-07-30
001	2009-01-01	JACK E. KIME

Plan Statistics for THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN

Measure Date Value
2025: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-28 46
Total number of particpants at end of year 2025-07-28 46
Number of Participants With Account Balances 2025-07-28 46
Total number of particpants at beginning of year 2025-01-18 55
Total number of particpants at end of year 2025-01-18 46
Number of Participants With Account Balances 2025-01-18 46
2016: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 11,222,077
Acturial value of plan assets 2016-12-31 11,222,077
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 4,142,051
Number of terminated vested participants 2016-12-31 12
Fundng target for terminated vested participants 2016-12-31 1,472,832
Active participant vested funding target 2016-12-31 4,721,613
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 4,721,613
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 10,336,496
Balance at beginning of prior year after applicable adjustments 2016-12-31 462,017
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 462,017
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 219,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 233,408
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 460,539
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-28	46
Total number of particpants at end of year	2025-07-28	46
Number of Participants With Account Balances	2025-07-28	46
Total number of particpants at beginning of year	2025-01-18	55
Total number of particpants at end of year	2025-01-18	46
Number of Participants With Account Balances	2025-01-18	46
2016: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	11,222,077
Acturial value of plan assets	2016-12-31	11,222,077
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	4,142,051
Number of terminated vested participants	2016-12-31	12
Fundng target for terminated vested participants	2016-12-31	1,472,832
Active participant vested funding target	2016-12-31	4,721,613
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	4,721,613
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	10,336,496
Balance at beginning of prior year after applicable adjustments	2016-12-31	462,017
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	462,017
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	219,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	233,408
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	460,539
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN

Measure	Date	Value
2025 : THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	2804596
Net assets as of the end of the plan year	2025-07-28	15703021
Total assets as of the beginning of the plan year	2025-07-28	15508313
Value of plan covered by a fidelity bond	2025-07-28	1000000
Participant contributions to plan in this plan year	2025-07-28	494404
Value of participant loans at end of plan year	2025-07-28	70952
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	103927
Other income to plan in this plan year	2025-07-28	1576343
Plan net income in this plan year	2025-07-28	194708
Net assets as of the end of the plan year	2025-07-28	15703021
Net assets as of the beginning of the plan year	2025-07-28	15508313
Employer contributions to plan in this plan year	2025-07-28	824630
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	47063
Total transfers to/from plan in this plan year	2025-01-18	0
Total liabilities as of the end of the plan year	2025-01-18	0
Total liabilities as of the beginning of the plan year	2025-01-18	0
Total expenses incurred by plan in this plan year	2025-01-18	5343284
Net assets as of the end of the plan year	2025-01-18	15508313
Total assets as of the beginning of the plan year	2025-01-18	16965674
Value of plan covered by a fidelity bond	2025-01-18	1000000
Participant contributions to plan in this plan year	2025-01-18	503136
Value of participant loans at end of plan year	2025-01-18	33481
Other expenses paid from plan in this plan year	2025-01-18	0
Other contributions to plan in this plan year	2025-01-18	133633
Other income to plan in this plan year	2025-01-18	2475810
Plan net income in this plan year	2025-01-18	-1457361
Net assets as of the end of the plan year	2025-01-18	15508313
Net assets as of the beginning of the plan year	2025-01-18	16965674
Employer contributions to plan in this plan year	2025-01-18	773344
Expensese paid to adminstrative service provicers from plan in this plan year	2025-01-18	11883
2010 : THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,526,337
Expenses. Total of all expenses incurred	2010-12-31	$421,668
Benefits paid (including direct rollovers)	2010-12-31	$416,568
Total plan assets at end of year	2010-12-31	$9,336,998
Total plan assets at beginning of year	2010-12-31	$8,232,329
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$5,100
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$990,589
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$1,104,669
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,336,998
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,232,329
Total contributions received or receivable from employer(s)	2010-12-31	$535,748
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN

2009: THE HEINZ ENDOWMENTS 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HOWARD HEINZ ENDOWMENT
Employer identification number (EIN):	251721100
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations