Ufcw Local 1500 Annuity Fund retirement plans

Ufcw Local 1500 Annuity Fund, Westbury, NY. EIN 47-5675902. Annual reports 2015–2024.

Ufcw Local 1500 Annuity Fund has one active retirement plan on file, the United Food and Commercial Workers Local 1500 Annuity Plan, with 13,729 participants and $46.9 million in assets in 2024. Ajv has been its recordkeeper since 2021. No traditional pension plan appears in Ufcw Local 1500 Annuity Fund's filings since 2015.

Active plans: 1
Participants: 13,729
Plan assets: $46.9 million
401(k) recordkeeper: Ajv
Plans on file: 1
Industry: Other services

The plan

United Food and Commercial Workers Local 1500 Annuity Plan

Profit-sharing planActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 47-5675902
Participants (2024): 13,729
Net assets (2024): $46.9 million
Recordkeeper: Ajv2021–2024
Plan administrator: Local 1500 Annuity Plan
425 Merrick Avenue
Westbury, NY 11590
(516) 214-1300As filed for 2024
In effect since: December 28, 2015

Earlier plan names: United Food and Commercial Workers Local 1500 Annuity Fund.

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,729	$46.9 million	Ajv
2023	12,939	$36.6 million	Ajv
2022	9,027	$25.1 million	Ajv
2021	8,398	$18.3 million	Ajv
2020	2,361	$3.8 million	not listed
2019	1,078	$2.0 million	not listed
2018	824	$1.3 million	not listed
2017	692	$807,301	not listed
2016	663	$385,638	not listed
2015	390	n/a	not listed

If you had money in one of these plans

Call Ajv, which runs the United Food and Commercial Workers Local 1500 Annuity 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 ((516) 214-1300). 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

United Food and Commercial Workers Local 1500 Annuity Plan

If you had money in one of these plans

What these numbers are

Other other services employers in NY