THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 PENSI
Defined-benefit pension plan
Signals · 1
High average account balance
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$896K
Net assets (EOY)
$896K
Plan health score
89
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
81
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AMALGAMATED WELFARE TRUST FUND LOCAL.
Plan sponsor
Name
THE AMALGAMATED WELFARE TRUST FUND LOCAL
EIN
06-6069081
Address
290 POST ROAD WEST · WESTPORT, CT · 06881
Phone
(203) 226-4751
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1I · Frozen plan — no new benefit accrual
2C · Money purchase (other than target benefit)
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
Related plans
Similar-size Supermarkets & Other Grocery Stores plans
