U a Local Union Officers & Employees Pension Fund retirement plan: assets, participants and fees
What U a Local Union Officers & Employees 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 | United Association of Journeymen & | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 31 pension plans in finance and insurance with 5,000 to 9,999 participants.
| U a Local Union Officers & Employees Pension Fund: employer contribution per participant | $11,256 | |
| Peer median | $3,209 |
| U a Local Union Officers & Employees Pension Fund: average balance | $215,463 | |
| Peer median | $94,178 |
| U a Local Union Officers & Employees Pension Fund: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.47% |
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 $1.2B at the end of plan year 2023 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,864 | $1.3B | $66M | $11,256 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 5,848 | $1.2B | $63.1M | $10,798 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does U a Local Union Officers & Employees Pension Fund match 401(k) contributions?
The match terms for the United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan have not been published from its filing yet. The plan year 2024 filing reports $66M in employer contributions, about $11,256 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the U a Local Union Officers & Employees Pension Fund 401(k) match vested?
The vesting schedule for the United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the U a Local Union Officers & Employees Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is United Association of Journeymen &. The plan administrator is U a Local Union Officers & Employees Pension Fund.
I left U a Local Union Officers & Employees Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (U a Local Union Officers & Employees Pension Fund, (410) 269-2000) or the recordkeeper, United Association of Journeymen &. The U a Local Union Officers & Employees Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old U a Local Union Officers & Employees Pension Fund 401(k)
Data from the public Form 5500 annual reports U a Local Union Officers & Employees 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 U a Local Union Officers & Employees Pension Fund. Not financial advice. Report a correction · Methodology