401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC.

Plan Contact

  • Address: 216 BROAD ST FL 3,NEW LONDON,CT
  • Contact person: MARIA DELGRECO
  • Phone: (860) 886-6900

Plan General Information

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is $660,263.00.This plan was established in 2017.

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is 329

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is $2,006.00

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is $197.00.

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is 10.99%.

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is 10.75%. This measures the effectiveness of the plan participants' investments in the year.

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of 401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. is 0.05%.

Enrollment Features

401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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