Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94A, 94B Afl-CioProfit-sharing plan
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO · NEW YORK, NY · plan year 2024
Reported admin expense ratio · 2024
0.18%
Peer grade: B· admin costs + employer contributions vs same-size plans · how grading works
Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94A, 94B Afl-Cio reported $3,141,153 in plan administrative expenses for 2024: 0.18% of average plan assets, higher than ~90% of peers. Employer contributions averaged $12,031 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.18%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other construction employers. By assets it is the 73rd-largest of 5,648 plans among New York employers on file, and the 25th of 5,337 in construction.
Plan summary
Net assets, end of year$1,820,901,433
Participants with balances7,900
Active participants5,885
Employer contributions$70,800,188
Employee contributions—
Employer contribution per active participant$12,031
Employer contributions to the Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94A, 94B Afl-Cio plan · 2024
Employer contribution per active participant$12,031
Median for plans this size$5,259
2024$12,031 per active participant
2023$11,776 per active participant
2022$11,119 per active participant
Bd of Trustees Annuity Fund of the Iuoe Lcl Union 94, 94A, 94B Afl-Cio's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 202412
EAGLE CAPITAL MANAGEMENT, LLC · Investment management$388,527
Source: U.S. Department of Labor, Form 5500 series, EIN 136817367 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.