Original filing (PDF)20240422091525NAL0006916451001

THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION

Name: THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION — THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION

Form 5500-SF

FILING_RECEIVED

THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION.

Plan sponsor

Name

THE LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION

EIN

52-1904610

Address

1000 WILSON BLVD. · SUITE 1890 · ARLINGTON, VA · 22209

Phone

(703) 770-8190

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-20

Filed

2024-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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