INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

Plan Contact

  • Address: THREE GATEWAY CENTER,,PITTSBURG,PA
  • Contact person: MARK STUTO
  • Phone: (203) 949-3244

Plan General Information

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is $10,570,514.00.This plan was established in 1988.

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is 166

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is $63,677.00

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is approximately $4,788.00
Investing in this additonal $4,788.00 for 20 years would give you extra $306,494.00, assuming a 10% annual return.

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is 8.13%.

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is 6.10%. This measures the effectiveness of the plan participants' investments in the year.

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND is 0.41%.

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