Local 804 Annuity Fund retirement plans

Local 804 Annuity Fund, Port Washington, NY. EIN 11-2506358. Annual reports 2009–2025.

Local 804 Annuity Fund has one active retirement plan on file, the Local 804 Annuity Fund, with 7,578 participants and $96.4 million in assets in 2025. No traditional pension plan appears in Local 804 Annuity Fund's filings since 2009.

Active plans
1
Participants
7,578
Plan assets
$96.4 million
Plans on file
1
Industry
Transportation and warehousing

The plan

Local 804 Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 11-2506358
Participants (2025)
7,578
Net assets (2025)
$96.4 million
Last listed recordkeeper
Health Plan Systems2009
Plan administrator
Local 804 Annuity Fund
44 S. Bayles Avenue, Suite 302
Port Washington, NY 11050
(718) 786-5410As filed for 2025
In effect since
May 1, 1979
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20257,578$96.4 millionnot listed
20247,685$90.6 millionnot listed
20237,819$85.7 millionnot listed
20227,956$78.9 millionnot listed
20217,829$95.1 millionnot listed
20207,846$89.0 millionnot listed
20197,048$82.1 millionnot listed
20186,718$71.2 millionnot listed
20176,545$76.9 millionnot listed
20166,409$69.7 millionnot listed
20156,731$70.2 millionnot listed
20146,446$71.3 millionnot listed
20136,258$66.8 millionnot listed
20126,463$58.6 millionnot listed
20116,828$54.8 millionnot listed
20106,714$52.5 millionnot listed
20097,332$47.5 millionHealth Plan Systems

If you had money in one of these plans

  1. Or call the plan administrator listed on the plan below ((718) 786-5410). That number was filed for 2025; ask for the benefits or retirement plan office.
  2. 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

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

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