Legacy Plan of the National Retirement Fund
Pension (defined benefit), frozenActiveUnion (multiemployer)
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 13-6130178
- Participants (2024)
- 184,550
- Net assets (2024)
- $1.8 billion
- Administered by
- SS & C TechnologiesEarlier: SS&C Technologies (2012–2013), Unite Here Health (2011), Hereiu Welfare Fund (2009–2010)
- Plan administrator
- Amalgamated Employee Benefits Administrators
333 Westchester Avenue
White Plains, NY 10604
(914) 367-5000As filed for 2024 - In effect since
- October 26, 1950
Earlier sponsors: -Unite Here National Retirement Fund (2009); -National Retirement Fund (2010–2014).
Earlier plan names: Pension Plan of the Unite Here National Retirement Fund; Pension Plan of the National Retirement Fund.
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 184,550 | $1.8 billion | SS & C Technologies |
| 2023 | 201,048 | $1.8 billion | SS & C Technologies |
| 2022 | 208,302 | $1.7 billion | SS & C Technologies |
| 2021 | 213,659 | $2.1 billion | SS & C Technologies |
| 2020 | 220,633 | $1.9 billion | SS & C Technologies |
| 2019 | 227,096 | $1.8 billion | SS & C Technologies |
| 2018 | 233,989 | $1.6 billion | SS & C Technologies |
| 2017 | 353,861 | $2.5 billion | SS & C Technologies |
| 2016 | 365,132 | $2.3 billion | SS & C Technologies |
| 2015 | 384,505 | $2.3 billion | SS & C Technologies |
| 2014 | 407,404 | $2.4 billion | SS & C Technologies |
| 2013 | 408,863 | $2.4 billion | SS&C Technologies |
| 2012 | 412,309 | $2.2 billion | SS&C Technologies |
| 2011 | 415,067 | $2.0 billion | Unite Here Health |
| 2010 | 425,319 | $2.2 billion | Hereiu Welfare Fund |
| 2009 | 433,933 | $2.1 billion | Hereiu Welfare Fund |