I.A.T.S.E. Annuity Fund 401(k) plan

I.A.T.S.E. Annuity Fund, New York, NY. EIN 13-3088691. Annual reports 2009–2024.

I.A.T.S.E. Annuity Fund has one active retirement plan on file, the I.A.T.S.E. Annuity Fund, with 100,475 participants and $1.4 billion in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in I.A.T.S.E. Annuity Fund's filings since 2009.

Active plans: 1
Participants: 100,475
Plan assets: $1.4 billion
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Arts and recreation

The plan

I.A.T.S.E. Annuity Fund

401(k)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 13-3088691
Participants (2024): 100,475
Net assets (2024): $1.4 billion
Recordkeeper: PrincipalEarlier: Wells Fargo (2016–2019), MassMutual (2011–2015)
Plan administrator: I.A.T.S.E. Annuity Fund
417 Fifth Avenue, 3RD Floor
New York, NY 10016
(212) 580-9092As filed for 2024
In effect since: September 21, 1973

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	100,475	$1.4 billion	Principal
2023	97,354	$1.3 billion	Principal
2022	96,717	$1.1 billion	Principal
2021	84,053	$1.2 billion	Principal
2020	77,720	$1.1 billion	Principal
2019	84,562	$1.0 billion	Wells Fargo
2018	82,940	$876 million	Wells Fargo
2017	77,723	$863 million	Wells Fargo
2016	74,379	$754 million	Wells Fargo
2015	102,528	$695 million	MassMutual
2014	87,182	$646 million	MassMutual
2013	76,759	$585 million	MassMutual
2012	65,785	$499 million	MassMutual
2011	60,483	$441 million	MassMutual
2010	55,152	$411 million	not listed
2009	55,166	$339 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the I.A.T.S.E. 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 ((212) 580-9092). 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

I.A.T.S.E. Annuity Fund

If you had money in one of these plans

What these numbers are

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