3 additional years of work Up to $20,500 in lost retirement savings.Board of Trustees Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Board of Trustees Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO currently has over 3,500 active participants and over $873.6M in plan assets.
| Address |
265 West 14th Street
New York, NY 10011 |
| Industry | Finance and Insurance |
| Administrator | Patrick Keenan |
| Net Plan Assets | $874,000,000 |
| Total Participants | 3,600 |
| Avg Account Balance | $250,000 |
| 1. | JPMorgan Sub-Advised Guaranteed Investment Contracts | 24% |
| 2. | Bank of America Sub-Advised Guaranteed Investment Contracts | 24% |
| 3. | I.U.O.E. 2025 LifeCycle Fund | 12% |
| Auditor | Armao, Costa & Ricciardi, CPAS, Pc |
| Recordkeeper | R. Koriniskie |
| Administration | New York Life |
| Recordkeeper | New York Life |
| Investment Adviser | New England Pension Consultants (NEPC) |
| Legal Counsel | Brady, Mcguire, & Steinberg |
| Legal Counsel | Morgan, Lewis & Bockius, LLP |
BrightScope Rating
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