BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
Plan Contact
- Address: 1400 OLD COUNTRY RD SUITE 406,WESTBURY,NY
- Contact person: MICHAEL VAN SERTIMA
- Phone: (516) 333-5184
Plan General Information
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is $52,839,038.00.This plan was established in 1967.
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is 745
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is $70,924.00
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is approximately $4,865.00
Investing in this additonal $4,865.00 for 20 years would give you extra $311,408.00, assuming a 10% annual return.
Investing in this additonal $4,865.00 for 20 years would give you extra $311,408.00, assuming a 10% annual return.
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is 13.26%.
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is 12.02%. This measures the effectiveness of the plan participants' investments in the year.
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Expense Ratio
In 2023, the investment and administrative expense ratio of BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND is 0.34%.
Enrollment Features
BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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