PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN

Plan Contact

  • Address: 230 LEXINGTON GREEN CIRCLE, STE 400,LEXINGTON,KY
  • Contact person: ROBERT E COLE
  • Phone: (888) 999-7741

Plan General Information

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is $15,837,909.00.This plan was established in 2000.

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is 446

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is $35,511.00

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is approximately $4,102.00
Investing in this additonal $4,102.00 for 20 years would give you extra $262,550.00, assuming a 10% annual return.

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is 15.36%.

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is 9.43%. This measures the effectiveness of the plan participants' investments in the year.

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN is 0.83%.

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