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U.A. Local 13 Annuity Fund
Plan:
U.A. Local 13 Annuity Fund
 

U.A. Local 13 Annuity Fund

69 Plan: U.A. Local 13 Annuity Fund

 
 
69
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67
88
0
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For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (69) and the top rated plan (88) could equate to:
[How is this calculated?]
12 additional years of work
Up to $101,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

U.A. Local 13 Annuity Fund is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. U.A. Local 13 Annuity Fund currently has over 900 active participants and over $86.1M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 1850 Mt. Read Blvd.
Rochester, NY 14615 
Industry Finance and Insurance
Administrator Terence Moore
Sponsor Elisabeth Howard
Net Plan Assets $86,100,000
Total Participants 950
Avg Account Balance $91,000

 Compare Other Companies in Peer Group

ING Life Insurance and Annuity Co. 81.3
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Central National-Gottesman 74.3
Board of Trustees Annuity Fund of... 66.7
IBEW Local Union No. 22/NECA Joint... 64.2
Sheet Metal Workers Union Local 38... 56.5

 Top 3 Funds in this 401k

1. Manning & Napier Pro-Mix Moderate Term 30%
2. Prudential Guaranteed Income Fund 17%
3. Manning & Napier Pro-Mix Maximum Term 17%

  Plan Service Providers

Auditor The Bonadio Group, LLC
Legal Counsel Chamberlain,D'Amanda,Oppenheimer,Gr
Insurance Carrier Prudential

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