Local No. 1 I.A.T.S.E. Annuity Plan 401(k) and retirement plans

Local No. 1 I.A.T.S.E. Annuity Plan, New York, NY. EIN 13-3022965. Annual reports 2009–2024. Also filed as Annuity Fund of Local One I.A.T.S.E.; Annuity Fund of Local No. One, I.A.T.S.E.

Local No. 1 I.A.T.S.E. Annuity Plan has one active retirement plan on file, the Annuity Fund of Local No. One, I. a. T. S. E., with 23,085 participants and $1.2 billion in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Local No. 1 I.A.T.S.E. Annuity Plan's filings since 2009.

Active plans: 1
Participants: 23,085
Plan assets: $1.2 billion
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Annuity Fund of Local No. One, I. a. T. S. E.

401(k)ActiveUnion (multiemployer)

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

Plan number: 002Employer EIN 13-3022965
Participants (2024): 23,085
Net assets (2024): $1.2 billion
Recordkeeper: EmpowerEarlier: MassMutual (2016–2020)
Plan administrator: Annuity Fund of Local No. One, I.A.T.S.E.
320 West 46TH ST., 6TH Floor
New York, NY 10036
(212) 247-5225As filed for 2024
In effect since: February 29, 1980

Earlier sponsor: Annuity Fund of Local One I.A.T.S.E. (2016–2019).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	23,085	$1.2 billion	not listed
2023	22,420	$1.1 billion	Empower
2022	19,884	$956 million	Empower
2021	18,890	$1.1 billion	Empower
2020	18,580	$1.1 billion	MassMutual
2019	18,515	$1.1 billion	MassMutual
2018	18,687	$889 million	MassMutual
2017	18,810	$919 million	MassMutual
2016	19,229	$807 million	MassMutual

Local No. 1 I.A.T.S.E Annuity Plan

Profit-sharing planStopped filing

No annual report since the 2015 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 13-3022965
Participants (2015): 18,576
Net assets (2015): $745 million
Plan administrator: Plan administrator
320 West 46TH Street
New York, NY 10036
(212) 247-5225As filed for 2015
In effect since: February 29, 1980

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	18,576	$745 million	not listed
2014	8,765	$739 million	not listed
2013	8,073	$682 million	not listed
2012	9,066	$596 million	not listed
2011	9,768	$532 million	not listed
2010	9,041	$503 million	not listed
2009	8,743	$443 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Annuity Fund of Local No. One, I. a. T. S. E.. 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) 247-5225). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.

All 2 plans

Annuity Fund of Local No. One, I. a. T. S. E.

Local No. 1 I.A.T.S.E Annuity Plan

If you had money in one of these plans

What these numbers are

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