U.A. LOCAL 13 ANNUITY FUND

  • Address: 1850 MT. READ BLVD.,ROCHESTER,NY
  • Phone: (585) 338-2310
Investment Options of U.A. LOCAL 13 ANNUITY FUND (as of 2022)
LARGE CAP GROWTH/AMERICAN CENTURY (PRUDENTIAL RETIREMENT INC.)
METWEST CORE PLUS BOND FUND (PRUDENTIAL RETIREMENT INC.)
SMALL CAP VALUE/KENNEDY CAPITAL (PRUDENTIAL RETIREMENT INC.)


At the end of 2022, the total retirement plan assets of U.A. LOCAL 13 ANNUITY FUND is $159,723,632.00.This plan was established in 1974.

At the end of 2022, the total number of retirement plan participants in U.A. LOCAL 13 ANNUITY FUND is 1327

In 2022, the average participant retirement account value for U.A. LOCAL 13 ANNUITY FUND is $120,364.00

In 2022, the estimated average employee contribution amount per participant for U.A. LOCAL 13 ANNUITY FUND is $2,201.00

In 2022, the estimated average employer match for an employee in U.A. LOCAL 13 ANNUITY FUND is approximately $4,989.00

In 2022, U.A. LOCAL 13 ANNUITY FUND allocates $6,621,041.00 to match its employees' contributions, providing an employer match rate of 228.96% of their contributions

In 2022, the total retirement plan asset growth rate of U.A. LOCAL 13 ANNUITY FUND is -14.51%

In 2022, the estimated aggregate retirement account investment gain/loss for U.A. LOCAL 13 ANNUITY FUND is -13.85%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of U.A. LOCAL 13 ANNUITY FUND is 0.15%.

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