7 additional years of work Up to $121,400 in lost retirement savings.Empire State Carpenters Annuity Fund is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 68, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. Empire State Carpenters Annuity Fund currently has over 8,200 active participants and over $413.9M in plan assets.
| Address |
270 Motor Pkwy
Hauppauge, NY 11788-5183 |
| Industry | Labor Unions and Similar Labor Organizations |
| Administrator | Union Trustee |
| Sponsor | Employer Trustee |
| Net Plan Assets | $414,000,000 |
| Total Participants | 8,200 |
| Avg Account Balance | $48,000 |
| 1. | Total US Government Securities | 28% |
| 2. | Total Common Stocks | 25% |
| 3. | Income-Plus Investment Fund | 3% |
| Insurance Carrier | New York Life |
| Insurance Carrier | Great American Life Insurance Company |
| Insurance Carrier | Jackson National Life |
| Insurance Carrier | Integrity Life Insurance Company |
| Insurance Carrier | Cambridge Investment Research |
| Investment Adviser | Stacey Braun Associates |
| Legal Counsel | Meyer, Suozzi, English & Klein |
| Legal Counsel | Archer, Byington, Glennon & Levine |
| Recordkeeper | Basys |
| Administration | Kathy Morin |
| Investment Adviser | Investment Performance Services, LLC |
| Auditor | Novak Francella LLC |
| Insurance Advisor/Broker | Richard Schmidt |
BrightScope Rating
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