Trustees of Iue- Cwa AFL-CIO Pension Fund retirement plan: assets, participants and fees
What Trustees of Iue- Cwa AFL-CIO Pension Fund's retirement plan 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 | Regions Bank | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 20 pension plans in information with 10,000 to 49,999 participants.
| Trustees of Iue- Cwa AFL-CIO Pension Fund: employer contribution per participant | $141 | |
| Peer median | $2,425 |
| Trustees of Iue- Cwa AFL-CIO Pension Fund: average balance | $39,897 | |
| Peer median | $91,724 |
| Trustees of Iue- Cwa AFL-CIO Pension Fund: admin expenses ÷ assets | 1.15% | |
| Peer median | 0.52% |
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 $480M at the end of plan year 2023 to $472M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,832 | $472M | $1.7M | $141 | 1.15% | Not published | Form 5500 ↗ |
| 2023 | 12,843 | $480M | $2M | $153 | 0.96% | Not published | Form 5500 ↗ |
Other Trustees of Iue- Cwa AFL-CIO Pension Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Iue-Cwa Fund Employees' Pension Plan
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 | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Trustees of Iue- Cwa AFL-CIO Pension Fund match 401(k) contributions?
The match terms for the Iue-Cwa Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $141 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Iue- Cwa AFL-CIO Pension Fund 401(k) match vested?
The vesting schedule for the Iue-Cwa Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Iue- Cwa AFL-CIO Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Regions Bank. The plan administrator is Trustees of Iue- Cwa Afl-Cio Pension Fund.
I left Trustees of Iue- Cwa AFL-CIO Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Iue- Cwa Afl-Cio Pension Fund, (914) 367-5125) or the recordkeeper, Regions Bank. The Trustees of Iue- Cwa AFL-CIO Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Iue- Cwa AFL-CIO Pension Fund 401(k)
Data from the public Form 5500 annual reports Trustees of Iue- Cwa AFL-CIO 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 Trustees of Iue- Cwa AFL-CIO Pension Fund. Not financial advice. Report a correction · Methodology