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Board of Trustees IUOE Local 478 Annuity Fund
Plan:
IUOE Local 478 Annuity Fund
 

Board of Trustees IUOE Local 478 Annuity Fund

53 Plan: IUOE Local 478 Annuity Fund

 
 
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87
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For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (53) and the top rated plan (87) could equate to:
[How is this calculated?]
17 additional years of work
Up to $258,300 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

IUOE Local 478 Annuity Fund is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Company Generosity and Investment Menu Quality. IUOE Local 478 Annuity Fund currently has over 3,600 active participants and over $147.0M in plan assets.

 

 Retirement Plan Details

Address 1965 Dixwell Avenue
Hamden, CT 06514-2400 
Industry Finance and Insurance
Administrator Carol Westfall
Net Plan Assets $147,000,000
Total Participants 3,700
Avg Account Balance $39,000

 Top 3 Funds in this 401k

1. MassMutual Guaranteed Interest Account 32%
2. Manning & Napier Target 2020 11%
3. Manning & Napier Target 2030 9%

  Plan Service Providers

Insurance Carrier MassMutual
Legal Counsel Reid and Riege
Investment Adviser The Segal Company
Consultant The Segal Company
Auditor Schultheis & Panettieri LLP

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