B/O/T United Association National Pension Fund 401(k) match, vesting and fees
What B/O/T United Association National Pension Fund's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43,961 defined-contribution plans in finance and insurance with fewer than 100 participants.
| B/O/T United Association National Pension Fund: employer contribution per participant | $0 | |
| Peer median | $2,963 |
| B/O/T United Association National Pension Fund: average balance | $100,347 | |
| Peer median | $91,889 |
| B/O/T United Association National Pension Fund: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.8M at the end of plan year 2023 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 115 | $9M | $0 | $0 | 0.21% | Not published | 5500-SF ↗ |
| 2023 | 116 | $7.8M | $0 | $0 | 0.31% | Not published | 5500-SF ↗ |
Other B/O/T United Association National Pension Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Association National Pension Fund
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bridgeway Benefit Technologies | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does B/O/T United Association National Pension Fund match 401(k) contributions?
The match terms for the United Association National Pension Fund 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the B/O/T United Association National Pension Fund 401(k) match vested?
The vesting schedule for the United Association National Pension Fund 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the B/O/T United Association National Pension Fund 401(k)?
The filing names United Association National Pension Fund as plan administrator; it does not list a recordkeeper.
I left B/O/T United Association National Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Association National Pension Fund, (703) 739-9020). The B/O/T United Association National Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old B/O/T United Association National Pension Fund 401(k)
Data from the public Form 5500 annual reports B/O/T United Association National Pension Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with B/O/T United Association National Pension Fund. Not financial advice. Report a correction · Methodology