Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137RProfit-sharing plan

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R reported $1,228,665 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $11,679 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 0.46% to 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 388th-largest of 5,648 plans among New York employers on file, and the 264th of 5,337 in construction.