Ufcw Local 2013 Annuity Fund retirement plans

Ufcw Local 2013 Annuity Fund, Brooklyn, NY. EIN 11-2457157. Annual reports 2009–2024. Also filed as Local 348 Annuity Fund.

Ufcw Local 2013 Annuity Fund has one active retirement plan on file, the Ufcw Local 2013 Annuity Fund, with 13,811 participants and $34.7 million in assets in 2024. John Hancock has been its recordkeeper since 2018. No traditional pension plan appears in Ufcw Local 2013 Annuity Fund's filings since 2009.

Active plans: 1
Participants: 13,811
Plan assets: $34.7 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Hotels and restaurants

The plan

Ufcw Local 2013 Annuity Fund

Money purchase pensionActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 11-2457157
Participants (2024): 13,811
Net assets (2024): $34.7 million
Recordkeeper: John HancockEarlier: Innovative Software Solutions (2015–2016)
Plan administrator: Ufcw Local 2013 Annuity Fund
9235 4TH Avenue
Brooklyn, NY 11209
(718) 745-3487As filed for 2024
In effect since: January 5, 1981

Earlier sponsor: Local 348 Annuity Fund (2009–2012).

Earlier plan names: Local 348 Annuity Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,811	$34.7 million	John Hancock
2023	13,012	$30.8 million	John Hancock
2022	12,873	$26.9 million	John Hancock
2021	13,015	$29.8 million	John Hancock
2020	12,399	$26.6 million	John Hancock
2019	11,888	$23.4 million	John Hancock
2018	12,569	$21.4 million	John Hancock
2017	12,184	$23.0 million	not listed
2016	10,733	$20.3 million	Innovative Software Solutions
2015	8,879	$17.6 million	Innovative Software Solutions
2014	7,650	$14.3 million	not listed
2013	7,953	$10.9 million	not listed
2012	8,761	$9.6 million	not listed
2011	8,085	$8.3 million	not listed
2010	4,420	$7.1 million	not listed
2009	4,880	$6.1 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Ufcw Local 2013 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 ((718) 745-3487). 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

Ufcw Local 2013 Annuity Fund

If you had money in one of these plans

What these numbers are

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