U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST

Plan Contact

  • Address: PMB#116,,PORTLAND,OR
  • Contact person: ANNETTE ENGLISH
  • Phone: (503) 228-0149

Plan General Information

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is $92,413,147.00.This plan was established in 1994.

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is 1999

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is $46,229.00

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is $725.00.

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is approximately $695.00
Investing in this additonal $695.00 for 20 years would give you extra $44,503.00, assuming a 10% annual return.

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Total Employer Contribution and Match Rate

In 2023, U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST allocates $1,390,046.00 to match its employees' contributions, providing an employer match rate of 90.40% of their contributions

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is 15.91%.

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is 18.88%. This measures the effectiveness of the plan participants' investments in the year.

U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST is 0.36%.

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