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BOSTON TEACHERS UNION HEALTH & WELFARE FUND — BOSTON TEACHERS UNION HEALTH & WELFARE FUND MONEY PURCHASE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250312081617NAL0011614675001
BOSTON TEACHERS UNION HEALTH & WELFARE FUND
Form 5500-SF
FILING_RECEIVED
BOSTON TEACHERS UNION HEALTH & WELFARE FUND MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
23
Accounts w/ balance
27
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BOSTON TEACHERS UNION HEALTH & WELFARE FUND
.
Find decision makers
Plan sponsor
Name
BOSTON TEACHERS UNION HEALTH & WELFARE FUND
EIN
04-2511984
Address
180 MOUNT VERNON STREET · BOSTON, MA · 02125
Phone
(617) 288-0500
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-03-12
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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COMMUNITY AND RURAL HEALTH SERVICES
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
COMMUNITY HEALTH SERVICES 401(K) PLAN
$3.9M · 54 participants
REFUGEES INTERNATIONAL
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