Local 713 Annuity Fund retirement plans

Local 713 Annuity Fund, Carle Place, NY. EIN 26-1908711. Annual reports 2011–2024. Also filed as Local 713 Annuity Plan.

Local 713 Annuity Fund has one active retirement plan on file, the International Brotherhood of Trade Unions Local 713 Annuity Fund, with 50,911 participants and $33.8 million in assets in 2024. Daniel Cook Associates has been its recordkeeper since 2020. No traditional pension plan appears in Local 713 Annuity Fund's filings since 2011.

Active plans: 1
Participants: 50,911
Plan assets: $33.8 million
401(k) recordkeeper: Daniel Cook Associates
Plans on file: 1
Industry: Construction

The plan

International Brotherhood of Trade Unions Local 713 Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 26-1908711
Participants (2024): 50,911
Net assets (2024): $33.8 million
Recordkeeper: Daniel Cook Associates2020–2024
Plan administrator: Local 713 Annuity Fund
555 Westbury Avenue
Carle Place, NY 11514
(516) 741-5564As filed for 2024
In effect since: February 6, 2008

Earlier sponsor: Local 713 Annuity Plan (2011–2012).

Earlier plan names: Local 713 Annuity Plan; Local 713 Annuity Fund.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	50,911	$33.8 million	Daniel Cook Associates
2023	47,674	$28.7 million	Daniel Cook Associates
2022	45,290	$22.8 million	Daniel Cook Associates
2021	32,557	$25.3 million	Daniel Cook Associates
2020	39,764	$19.0 million	Daniel Cook Associates
2019	37,700	$15.4 million	not listed
2018	28,463	$9.8 million	not listed
2017	19,352	$4.4 million	not listed
2016	12,038	$2.7 million	not listed
2015	9,196	$1.8 million	not listed
2014	6,703	$1.0 million	not listed
2013	3,698	$703,661	not listed
2012	2,456	$428,724	not listed
2011	1,505	$141,938	not listed

If you had money in one of these plans

Call Daniel Cook Associates, which runs the International Brotherhood of Trade Unions Local 713 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 ((516) 741-5564). 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

International Brotherhood of Trade Unions Local 713 Annuity Fund

If you had money in one of these plans

What these numbers are

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