INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN
Plan Contact
- Address: 450 W OHIO ST.,INDIANAPOLIS,IN
- Contact person: LORI MURRAY
- Phone: (317) 234-7640
Plan General Information
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is $4,105,458.00.This plan was established in 1991.
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is 120
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is $34,212.00
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is $947.00.
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is -20.68%.
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is -16.43%. This measures the effectiveness of the plan participants' investments in the year.
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN is 0.01%.
Enrollment Features
INDIANA HISTORICAL SOCIETY TAX-DEFERRED ANNUITY PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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