Board of Trustees of the Architectural Iron Workers Local No. 63 Defined Contribution Pension Trust Fund

Form 5500 Data

Board of Trustees of the Architectural Iron Workers Local No. 63 Defined Contribution Pension Trust Fund

70

Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (65)
Highest in Peer Group (87)

Plan Description

Architectural Iron Workers Local No. 63 Defined Contribution Pension Trust Fund is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Architectural Iron Workers Local No. 63 Defined Contribution Pension Trust Fund currently has over 3,200 active participants and over $202.8M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
9
Additional years of work
168,232
Lost 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. 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 5/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1520 Kensington
  • Location
    Oakbrook , IL
  • 60523-2139
  • Industry
    Finance and Insurance
  • Net Plan Assets
    $203,000,000
  • Total Participants
    3,300
  • Avg Account Balance
    $62,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

11

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Other Investments 76%
N/A
New York Life Stable Value Fund 6%
N/A
MainStay MacKay S&P 500 Index 4%
40%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Administration
Benefits Management Group Inc.
Legal Counsel
Gregorio & Associates
Auditor
Calibre CPA Group PLLC

Articles and Questions

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