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  2. BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 PENSION TRUST
Sponsor portfolio

BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 PENSION TRUST

EIN 94-2859426-Construction-Latest filing 2024
Plans
2
Retirement
2
$201.0M assets
Welfare
0
Participants
1,622
4160 DUBLIN BOULEVARD, SUITE 100 - DUBLIN, CA 945687756925-833-7300
Plans on this EIN
2 filings
#001TraditionalDB-$125.4M - 715 part#003401k-$75.7M - 907 part

Retirement portfolio analytics

2 plans aggregated / $201.0M assets / 1,622 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DEFINED BENEFIT PLAN (#001)62%
  • DEFINED CONTRIBUTION PLAN (#003)38%
Total $201.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
62%top
  • U.A. LOCAL 15962%
  • GREAT-WEST LIFE & ANNUITY INSURANCE38%
Total $201.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#003)907
  • DEFINED BENEFIT PLAN (#001)715
Total 1,622Click 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

U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN

TraditionalDB

Assets$125.4M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

U. A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

401k

Assets$75.7M
Participants907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001U. A. LOCAL NO. 159 DEFINED BENEFIT PLANTraditionalDB$125.4M7152024
003U. A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN401k$75.7M9072024
Retirement plans
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