Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNION SETTLEMENT ASSOCIATION, INC.
EIN 13-1632530civic & social organizationLatest filing 2024
Plans
2
Retirement
2
$16.0M assets
Welfare
0
Participants
608
237 EAST 104TH STREET - NEW YORK, NY 100290000212-828-6000LinkedIn501-1000 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.0M assets / 608 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#001
DEFINED BENEFIT PENSION PLAN OF THE UNION SETTLEMENT ASSOCIATION
TraditionalDB
Assets$9.7M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
403(B) THRIFT PLAN OF UNION SETTLEMENT ASSOCIATION
403b
Assets$6.3M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFINED BENEFIT PENSION PLAN OF THE UNION SETTLEMENT ASSOCIATION | TraditionalDB | $9.7M | 238 | 2024 | |
| 003 | 403(B) THRIFT PLAN OF UNION SETTLEMENT ASSOCIATION | 403b | $6.3M | 370 | 2024 |
Retirement plans