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Company:
Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO
Plan:
Board of Trustees Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO
 

Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO

85 Plan: Board of Trustees Annuity Fund I.U.O.E. Local 15, 15A, 15C, 15D AFL-CIO

 
 
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Congratulations! This plan has the highest rating in its peer group.
 

Retirement Plan Description

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.

 

 Retirement Plan Details

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

 Top 3 Funds in this 401k

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%

  Plan Service Providers

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

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