Board of Trustees Local 154 Annuity FundMoney purchase plan
UNITED UNION OF ROOFERS, WATERPROOFERS & ALLIED WORKERS, LOCAL 154 ANNUITY FUND · HAUPPAUGE, NY · plan year 2024
Reported admin expense ratio · 2024
0.59%
Peer grade: B· admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees Local 154 Annuity Fund reported $200,366 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,114 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 fell from 0.66% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,717th-largest of 5,648 plans among New York employers on file, and the 1,325th of 5,337 in construction.
Plan summary
Net assets, end of year$36,643,870
Participants with balances598
Active participants176
Employer contributions$2,484,115
Employee contributions—
Employer contribution per active participant$14,114
Employer contributions to the Board of Trustees Local 154 Annuity Fund plan · 2024
Employer contribution per active participant$14,114
Median for plans this size$2,416
2024$14,114 per active participant
2023$13,489 per active participant
2022$10,784 per active participant
Board of Trustees Local 154 Annuity Fund's 2024 employer contribution ran above the $2,416 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.
Source: U.S. Department of Labor, Form 5500 series, EIN 112644048 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.