Original filing (PDF)20240904141707NAL0011181635001

UNITED HEALTH AND WELFARE FUND

Name: UNITED HEALTH AND WELFARE FUND — Form 5500 (2023)
Creator: UNITED HEALTH AND WELFARE FUND

Form 5500-SF

FILING_RECEIVED

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$527K

Net assets (EOY)

$527K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED HEALTH AND WELFARE FUND.

Plan sponsor

Name

UNITED HEALTH AND WELFARE FUND

EIN

13-4068389

Address

230 PARK AVE RM 440 · NEW YORK, NY · 101690400

Phone

(212) 422-0000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-09-04

Welfare benefit codes

4A · Health (other than dental or vision)

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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