I.U.O.E. LOCAL 14-14B ANNUITY FUND

Plan Contact

  • Address: 159-18 NORTHERN BOULEVARD,FLUSHING,NY
  • Phone: (718) 939-1489

Plan General Information

I.U.O.E. LOCAL 14-14B ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of I.U.O.E. LOCAL 14-14B ANNUITY FUND is $834,640,348.00.This plan was established in 1970.

I.U.O.E. LOCAL 14-14B ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in I.U.O.E. LOCAL 14-14B ANNUITY FUND is 1726

I.U.O.E. LOCAL 14-14B ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for I.U.O.E. LOCAL 14-14B ANNUITY FUND is $483,569.00

I.U.O.E. LOCAL 14-14B ANNUITY FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for I.U.O.E. LOCAL 14-14B ANNUITY FUND is $496.00.

I.U.O.E. LOCAL 14-14B ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in I.U.O.E. LOCAL 14-14B ANNUITY FUND is approximately $11,769.00
Investing in this additonal $11,769.00 for 20 years would give you extra $753,227.00, assuming a 10% annual return.

I.U.O.E. LOCAL 14-14B ANNUITY FUND Total Employer Contribution and Match Rate

In 2023, I.U.O.E. LOCAL 14-14B ANNUITY FUND allocates $20,313,608.00 to match its employees' contributions, providing an employer match rate of 2354.27% of their contributions

I.U.O.E. LOCAL 14-14B ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of I.U.O.E. LOCAL 14-14B ANNUITY FUND is 5.43%.

I.U.O.E. LOCAL 14-14B ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for I.U.O.E. LOCAL 14-14B ANNUITY FUND is 10.02%. This measures the effectiveness of the plan participants' investments in the year.

I.U.O.E. LOCAL 14-14B ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of I.U.O.E. LOCAL 14-14B ANNUITY FUND is 0.09%.

Enrollment Features

I.U.O.E. LOCAL 14-14B 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.

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