Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund
  • Sponsor EIN: 112653717
  • Sponsor Address: P.O. BOX 206, 137 GAZZA BLVD., FARMINGDALE, NY, 117351415
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 1,338
  • Total Assets: $358.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,338$358.6M$26.0M$0
20221,544$330.3M$25.7M$0

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