How big is Liuna Training and Education Fund's plan?

Liuna Training and Education Fund's plan reported $7.6M in assets and 10 participants for 2024.

Original filing (PDF)20251008102038NAL0013113538001

Liuna Training and Education Fund

Name: Liuna Training and Education Fund — Liuna Training, Form 5500 (2024)
Creator: Liuna Training and Education Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liuna Training and Education Fund 403(b) Retirement Savings Plan

403(b) retirement plan · Liuna Training and Education Fund's Liuna Training and Education Fund 403(b) Retirement Savings Plan held $7.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Lawrence A. Baldino signed Liuna Training and Education Fund's 2024 Form 5500 as plan administrator.

Lawrence A. Baldino — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Liuna Training and Education Fund's EIN is 23-7042734.

EIN 23-7042734

Plan number 001

Plan year 2024

ACK ID 20251008102038NAL0013113538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liuna Training and Education Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liuna Training and Education Fund's plan includes a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LIUNA TRAINING AND EDUCATION FUND

EIN

all filings

Address

10 MURDOCK ROAD · PO BOX 37 · POMFRET CENTER, CT · 062590037

Phone

(860) 974-0800

Industry

Educational Services

Plan administrator