Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k) match, vesting and fees
What Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.'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.
| Recordkeeper | Massachusetts Mutual Life Ins Co. | 2023 Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 11 defined-contribution plans in arts, entertainment, and recreation with 10,000 to 49,999 participants.
| Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.: employer contribution per participant | $4,573 | |
| Peer median | $859 |
| Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.: average balance | $104,075 | |
| Peer median | $50,762 |
| Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.14% |
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 $1.1B at the end of plan year 2021 to $1.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 23,085 | $1.2B | $52M | $4,573 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 22,420 | $1.1B | $47.2M | $4,093 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 19,884 | $956M | $43.9M | $4,197 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 18,890 | $1.1B | $21.1M | $2,233 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. match 401(k) contributions?
The match terms for the Annuity Fund of Local No. One, I. A. T. S. E. have not been published from its filing yet. The plan year 2024 filing reports $52M in employer contributions, about $4,573 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k) match vested?
The vesting schedule for the Annuity Fund of Local No. One, I. A. T. S. E. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Massachusetts Mutual Life Ins Co.. The plan administrator is Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E..
I left Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E., (212) 247-5225) or the recordkeeper, Massachusetts Mutual Life Ins Co.. The Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k)
Data from the public Form 5500 annual reports Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.. Not financial advice. Report a correction · Methodology