Iuoe Local 399 Deferred Compensation Savings Plan 401(k) plan

Iuoe Local 399 Deferred Compensation Savings Plan, Chicago, IL. EIN 36-4026691. Annual reports 2009–2024. Also filed as Iuoe Local 399 Deferred Comp Employee Savings Plan.

Iuoe Local 399 Deferred Compensation Savings Plan has one active retirement plan on file, the Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan, with 7,098 participants and $346 million in assets in 2024. John Hancock has been its recordkeeper since 2011. No traditional pension plan appears in Iuoe Local 399 Deferred Compensation Savings Plan's filings since 2009.

Active plans: 1
Participants: 7,098
Plan assets: $346 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Construction

The plan

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan

401(k)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 36-4026691
Participants (2024): 7,098
Net assets (2024): $346 million
Recordkeeper: John Hancock2011–2024
Plan administrator: Iuoe Local 399 Deferred Compensation Savings Plan
2260 South Grove Street
Chicago, IL 60616
(312) 372-9870As filed for 2024
In effect since: July 1, 1995

Earlier sponsor: Iuoe Local 399 Deferred Comp Employee Savings Plan (2009–2012).

Earlier plan names: Iuoe Local 399 Deferred Compensation Employee Savings Plan; Iuoe Local 399 Deferred Compensation Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,098	$346 million	John Hancock
2023	4,796	$306 million	John Hancock
2022	7,284	$262 million	John Hancock
2021	6,440	$316 million	John Hancock
2020	5,589	$272 million	John Hancock
2019	5,108	$227 million	John Hancock
2018	4,597	$181 million	John Hancock
2017	4,242	$186 million	John Hancock
2016	4,495	$153 million	John Hancock
2015	3,939	$137 million	John Hancock
2014	3,939	$133 million	John Hancock
2013	3,879	$122 million	John Hancock
2012	3,898	$99.1 million	John Hancock
2011	5,035	$84.6 million	John Hancock
2010	3,789	$83.7 million	not listed
2009	3,665	$69.8 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan. 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 ((312) 372-9870). 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

Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan

If you had money in one of these plans

What these numbers are

Other construction employers in IL