Union Mutual Fund Pension Plan
Pension (defined benefit)ActiveUnion (multiemployer)
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 22-6073058
- Participants (2024)
- 5,177
- Net assets (2024)
- $64.3 million
- Plan administrator
- Savasta and Company
655 Third Ave., 12TH Floor
New York, NY 10017
(212) 308-4200As filed for 2024 - In effect since
- November 14, 1955
Earlier sponsors: Union Mutual Fund (2009–2014); Union Mutual Fund Pension Plan (2015–2022); Union Mutual Fund Pens (2023).
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,177 | $64.3 million | not listed |
| 2023 | 5,164 | $60.7 million | not listed |
| 2022 | 5,318 | $57.7 million | not listed |
| 2021 | 5,092 | $66.3 million | not listed |
| 2020 | 5,190 | $58.6 million | not listed |
| 2019 | 5,500 | $55.3 million | not listed |
| 2018 | 5,448 | $49.2 million | not listed |
| 2017 | 5,391 | $52.1 million | not listed |
| 2016 | 5,330 | $47.6 million | not listed |
| 2015 | 5,309 | $45.1 million | not listed |
| 2014 | 5,175 | $45.7 million | not listed |
| 2013 | 4,710 | $43.0 million | not listed |
| 2012 | 4,924 | $37.5 million | not listed |
| 2011 | 4,623 | $34.1 million | not listed |
| 2010 | 4,565 | $35.8 million | not listed |
| 2009 | 4,571 | $31.7 million | not listed |