Original filing (PDF)20251014111957NAL0001276307001

THE BOARD OF TRUSTEES OF THE UNIFOR

Name: THE BOARD OF TRUSTEES OF THE UNIFOR — SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN, Form 5500 (2024)
Creator: THE BOARD OF TRUSTEES OF THE UNIFOR

Form 5500-SF

FILING_RECEIVED

SECURITY BENEFIT FUND AND UNIFORMED FIREFIGHTERS ASSOCIATION 401K SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOARD OF TRUSTEES OF THE UNIFOR.

Plan sponsor

Name

THE BOARD OF TRUSTEES OF THE UNIFOR

EIN

13-4108489

Address

204 E 23RD ST 3RD FLOOR · NEW YORK, NY · 10010

Phone

(212) 545-6962

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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