Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNION CLUB OF THE CITY OF NEW YORK, INC.
EIN 13-1421810civic & social organizationLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
51
101 EAST 69TH STREET - NEW YORK, NY 10021212-734-5400theunionclub.comLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 51 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
UNION CLUB 401(K) PLAN
401k
Assets$3.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNION CLUB QUALIFIED SALARIED EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$2.0M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | UNION CLUB 401(K) PLAN | 401k | $3.3M | 21 | 2024 | |
| 002 | UNION CLUB QUALIFIED SALARIED EMPLOYEES' PENSION PLAN | TraditionalDB | $2.0M | 30 | 2024 |
Retirement plans