Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 93-6075580
- Participants (2024)
- 5,157
- Net assets (2024)
- $358 million
- Administered by
- Welfare & Pension Admin SVCEarlier: Welfare & Pension Admin (2019–2023), Hexavest World Equity Fund (2018)
- Plan administrator
- Agc-Iuoe Local 701 Pension Trust Fund
Po Box 34203
Seattle, WA 98124
(206) 441-7574As filed for 2024 - In effect since
- March 31, 1960
Earlier sponsors: Agciuoe Local 701 Pension Trust Fund (2009); Agc-Iuoe Local 701 Pension Trust Fund (2010–2022); Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trus (2023).
Earlier plan names: Defined Benefit Pension Plan of Agciuoe Local 701 Pension Trust Fund.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,157 | $358 million | Welfare & Pension Admin SVC |
| 2023 | 6,150 | $341 million | Welfare & Pension Admin |
| 2022 | 6,150 | $318 million | Welfare & Pension Admin |
| 2021 | 6,086 | $363 million | Welfare & Pension Admin |
| 2020 | 6,537 | $325 million | Welfare & Pension Admin |
| 2019 | 5,083 | $305 million | Welfare & Pension Admin |
| 2018 | 4,978 | $274 million | Hexavest World Equity Fund |
| 2017 | 4,953 | $286 million | not listed |
| 2016 | 4,876 | $261 million | not listed |
| 2015 | 4,889 | $253 million | not listed |
| 2014 | 4,867 | $263 million | not listed |
| 2013 | 4,908 | $265 million | not listed |
| 2012 | 4,895 | $243 million | not listed |
| 2011 | 5,070 | $230 million | not listed |
| 2010 | 5,001 | $244 million | not listed |
| 2009 | 5,128 | $233 million | not listed |