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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

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

 
 
86
39
75
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (86) and the top rated plan (91) could equate to:
[How is this calculated?]
5 additional years of work
Up to $72,200 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

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 86, 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 $1.1B in plan assets.


 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Total Corporate Bonds 14%
2. SPDR S&P 500 11%
3. Vanguard Prime Money Market 9%

 
Plan Component Ratings

 Retirement Plan Details

Address 44-40 11th Street
Long Island City, NY 11101 
Industry Finance and Insurance
Administrator Daniel Schneider
Net Plan Assets $1,120,000,000
Total Participants 3,500
Avg Account Balance $320,000

  Plan Service Providers

Recordkeeper R. Koriniskie
Investment Adviser New England Pension Consultants (NEPC)
Administration New York Life
Recordkeeper New York Life
Legal Counsel Brady, Mcguire, & Steinberg
Auditor Armao, Costa & Ricciardi, CPAS, Pc