Excavators Union Local 731 Annuity retirement plans

Excavators Union Local 731 Annuity, Astoria, NY. EIN 51-0136348. Annual reports 2009–2024.

Excavators Union Local 731 Annuity has one active retirement plan on file, the Excavators Union Local 731 Annuity Fund, with 10,720 participants and $953 million in assets in 2024. Castiglia, LLP has been its recordkeeper since 2023. No traditional pension plan appears in Excavators Union Local 731 Annuity's filings since 2009.

Active plans: 1
Participants: 10,720
Plan assets: $953 million
401(k) recordkeeper: Castiglia, LLP
Plans on file: 1
Industry: Finance and insurance

The plan

Excavators Union Local 731 Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 51-0136348
Participants (2024): 10,720
Net assets (2024): $953 million
Recordkeeper: Castiglia, LLPEarlier: Innovative Software Solutions (2022), Union Networking (2016–2021), Premier Technologies (2015), Union Networking (2010–2014)
Plan administrator: Excavators Union Local 731 Annuity
34-11 35TH
Astoria, NY 11106
(718) 391-9099As filed for 2024
In effect since: July 7, 1972

Plans merged into this one: Blasters, Drillrunners and Miners Union Local 29 Annuity Fund (2019).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,720	$953 million	Castiglia, LLP
2023	10,344	$848 million	Castiglia, LLP
2022	10,379	$770 million	Innovative Software Solutions
2021	10,410	$845 million	Union Networking
2020	11,939	$800 million	Union Networking
2019	11,850	$715 million	Union Networking
2018	11,521	$584 million	Union Networking
2017	10,502	$585 million	Union Networking
2016	10,155	$485 million	Union Networking
2015	10,157	$438 million	Premier Technologies
2014	9,782	$399 million	Union Networking
2013	9,709	$371 million	Union Networking
2012	9,747	$342 million	Union Networking
2011	9,675	$320 million	Union Networking
2010	9,485	$297 million	Union Networking
2009	9,348	$279 million	not listed

If you had money in one of these plans

Call Castiglia, LLP, which runs the Excavators Union Local 731 Annuity Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((718) 391-9099). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Excavators Union Local 731 Annuity Fund

If you had money in one of these plans

What these numbers are

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