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UNITED STEELWORKERS LOCAL 14614 PENSION TRUST BOARD OF TRUSTEES

EIN 55-0549322-Construction-Latest filing 2024
Plans
2
Retirement
2
$51.8M assets
Welfare
0
Participants
2,687
230 LEXINGTON GREEN CIRCLE, SUITE 400 - LEXINGTON, KY 40503859-226-1739
Plans on this EIN
2 filings
#001TraditionalDB-$43.8M - 1,407 part#002MoneyPurchase-$8.0M - 1,280 part

Retirement portfolio analytics

2 plans aggregated / $51.8M assets / 2,687 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PENSION TRUST FUND (#001)85%
  • SUPPLEMENTAL ANNUITY PLAN (#002)15%
Total $51.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • (Not disclosed)85%
  • BENEFIT SOLUTIONS INC15%
Total $51.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION TRUST FUND (#001)1,407
  • SUPPLEMENTAL ANNUITY PLAN (#002)1,280
Total 2,687Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED STEELWORKERS LOCAL 14614 PENSION TRUST FUND

TraditionalDB

Assets$43.8M
Participants1,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED STEELWORKERS LOCAL 14614 SUPPLEMENTAL ANNUITY PLAN

MoneyPurchase

Assets$8.0M
Participants1,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED STEELWORKERS LOCAL 14614 PENSION TRUST FUNDTraditionalDB$43.8M1,4072024
002UNITED STEELWORKERS LOCAL 14614 SUPPLEMENTAL ANNUITY PLANMoneyPurchase$8.0M1,2802024
Retirement plans
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