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

Form 5500 Data

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

87

Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (76)
Highest in Peer Group (90)

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 87, 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 4,800 active participants and over $1.2B in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (87) and the top rated plan (90) could equate to:
4
Additional years of work
*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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 44-40 11th Street
  • Location
    Long Island City , NY
  • 11101
  • Industry
    Finance and Insurance
  • Administrator
    Catherine Chase
  • Net Plan Assets
    $1,170,000,000
  • Total Participants
    4,900
  • Avg Account Balance
    $240,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
I.U.O.E. LifeCycle 53%
N/A
Total Corporate Bonds 11%
N/A
Vanguard Prime Money Market 9%
1%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
New England Pension Consultants (NEPC)
Legal Counsel
Brady, Mcguire, & Steinberg
Auditor
Schultheis & Panettieri LLP

Articles and Questions