Iatse Local 8 Annuity FundMoney purchase plan
IATSE LOCAL 8 ANNUITY FUND · WAYNE, PA · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Iatse Local 8 Annuity Fund reported $278,767 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,058 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 0.50% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 629th-largest of 3,651 plans among Pennsylvania employers on file, and the 147th of 1,311 in arts, entertainment & recreation.
Iatse Local 8 Annuity Fund's 2024 employer contribution ran below the $3,635 median for plans its size. 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 232785557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.