Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund 401(k) match, vesting and fees
What Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity 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 ↗ |
Plan history
Plan assets went from $636K at the end of plan year 2021 to $1.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21 | $1.4M | — | — | 0.52% | Not published | 5500-SF ↗ |
| 2023 | 21 | $1.1M | — | — | 0.64% | Not published | 5500-SF ↗ |
| 2022 | 21 | $847K | — | — | 0.49% | Not published | 5500-SF ↗ |
| 2021 | 20 | $636K | $0 | $0 | 0.71% | Not published | 5500-SF ↗ |
Other Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Local 138, 138a, 138b & 138c Internati of Operating Engineers Annuity 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 | TPA Computer Corporation | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund match 401(k) contributions?
The match terms for the Local 138 Staff 401(k) Plan have not been published from its filing yet.
When is the Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund 401(k) match vested?
The vesting schedule for the Local 138 Staff 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund 401(k)?
The filing names International Union of Operating Engineers Local 138 as plan administrator; it does not list a recordkeeper.
I left Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (International Union of Operating Engineers Local 138, (631) 694-2480). The Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund 401(k)
Data from the public Form 5500 annual reports Board of Trustees Local 138, 138a, 138b & 138c IUOE Annuity Fund 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 Local 138, 138a, 138b & 138c IUOE Annuity Fund. Not financial advice. Report a correction · Methodology