I.A.T.S.E. Local 3 Annuity Fund
Plan context: I.A.T.S.E. Local 3 Annuity Fund
EIN 20-8539583 • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
712
2024 Assets
$7,240,359
2024 Contributions
$905,662
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 712 | $7,240,359 | $905,662 | $1,272iApproximate average salary by contribution assumption: employee only about $31,800 at 4% or $21,200 at 6%; with 50% employer match about $21,200 at 4% or $14,133 at 6%; with 100% employer match about $15,900 at 4% or $10,600 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 712 | $7,240,359 | $905,662 | $1,272iApproximate average salary by contribution assumption: employee only about $31,800 at 4% or $21,200 at 6%; with 50% employer match about $21,200 at 4% or $14,133 at 6%; with 100% employer match about $15,900 at 4% or $10,600 at 6%. |
| 2023 | 1 | 798 | $6,236,571 | $890,532 | $1,116iApproximate average salary by contribution assumption: employee only about $27,899 at 4% or $18,599 at 6%; with 50% employer match about $18,599 at 4% or $12,399 at 6%; with 100% employer match about $13,949 at 4% or $9,300 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 798 | $6,236,571 | $890,532 | $1,116iApproximate average salary by contribution assumption: employee only about $27,899 at 4% or $18,599 at 6%; with 50% employer match about $18,599 at 4% or $12,399 at 6%; with 100% employer match about $13,949 at 4% or $9,300 at 6%. |
| 2022 | 1 | 771 | $5,047,765 | $748,982 | $971iApproximate average salary by contribution assumption: employee only about $24,286 at 4% or $16,191 at 6%; with 50% employer match about $16,191 at 4% or $10,794 at 6%; with 100% employer match about $12,143 at 4% or $8,095 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 771 | $5,047,765 | $748,982 | $971iApproximate average salary by contribution assumption: employee only about $24,286 at 4% or $16,191 at 6%; with 50% employer match about $16,191 at 4% or $10,794 at 6%; with 100% employer match about $12,143 at 4% or $8,095 at 6%. |
| 2021 | 1 | 420 | $5,470,372 | $288,496 | $687iApproximate average salary by contribution assumption: employee only about $17,172 at 4% or $11,448 at 6%; with 50% employer match about $11,448 at 4% or $7,632 at 6%; with 100% employer match about $8,586 at 4% or $5,724 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 420 | $5,470,372 | $288,496 | $687iApproximate average salary by contribution assumption: employee only about $17,172 at 4% or $11,448 at 6%; with 50% employer match about $11,448 at 4% or $7,632 at 6%; with 100% employer match about $8,586 at 4% or $5,724 at 6%. |
| 2020 | 1 | 323 | $4,987,642 | $192,512 | $596iApproximate average salary by contribution assumption: employee only about $14,900 at 4% or $9,934 at 6%; with 50% employer match about $9,934 at 4% or $6,622 at 6%; with 100% employer match about $7,450 at 4% or $4,967 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 323 | $4,987,642 | $192,512 | $596iApproximate average salary by contribution assumption: employee only about $14,900 at 4% or $9,934 at 6%; with 50% employer match about $9,934 at 4% or $6,622 at 6%; with 100% employer match about $7,450 at 4% or $4,967 at 6%. |
| 2019 | 1 | 591 | $4,429,577 | $713,715 | $1,208iApproximate average salary by contribution assumption: employee only about $30,191 at 4% or $20,127 at 6%; with 50% employer match about $20,127 at 4% or $13,418 at 6%; with 100% employer match about $15,095 at 4% or $10,064 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 591 | $4,429,577 | $713,715 | $1,208iApproximate average salary by contribution assumption: employee only about $30,191 at 4% or $20,127 at 6%; with 50% employer match about $20,127 at 4% or $13,418 at 6%; with 100% employer match about $15,095 at 4% or $10,064 at 6%. |
| 2018 | 1 | 741 | $3,183,807 | $611,912 | $826iApproximate average salary by contribution assumption: employee only about $20,645 at 4% or $13,763 at 6%; with 50% employer match about $13,763 at 4% or $9,175 at 6%; with 100% employer match about $10,322 at 4% or $6,882 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 741 | $3,183,807 | $611,912 | $826iApproximate average salary by contribution assumption: employee only about $20,645 at 4% or $13,763 at 6%; with 50% employer match about $13,763 at 4% or $9,175 at 6%; with 100% employer match about $10,322 at 4% or $6,882 at 6%. |
| 2017 | 1 | 544 | $2,931,717 | $486,573 | $894iApproximate average salary by contribution assumption: employee only about $22,361 at 4% or $14,907 at 6%; with 50% employer match about $14,907 at 4% or $9,938 at 6%; with 100% employer match about $11,180 at 4% or $7,454 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 544 | $2,931,717 | $486,573 | $894iApproximate average salary by contribution assumption: employee only about $22,361 at 4% or $14,907 at 6%; with 50% employer match about $14,907 at 4% or $9,938 at 6%; with 100% employer match about $11,180 at 4% or $7,454 at 6%. |
| 2016 | 1 | 598 | $2,270,100 | $451,062 | $754iApproximate average salary by contribution assumption: employee only about $18,857 at 4% or $12,571 at 6%; with 50% employer match about $12,571 at 4% or $8,381 at 6%; with 100% employer match about $9,429 at 4% or $6,286 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 598 | $2,270,100 | $451,062 | $754iApproximate average salary by contribution assumption: employee only about $18,857 at 4% or $12,571 at 6%; with 50% employer match about $12,571 at 4% or $8,381 at 6%; with 100% employer match about $9,429 at 4% or $6,286 at 6%. |
| 2015 | 1 | 551 | $1,789,357 | $358,981 | $652iApproximate average salary by contribution assumption: employee only about $16,288 at 4% or $10,858 at 6%; with 50% employer match about $10,858 at 4% or $7,239 at 6%; with 100% employer match about $8,144 at 4% or $5,429 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 551 | $1,789,357 | $358,981 | $652iApproximate average salary by contribution assumption: employee only about $16,288 at 4% or $10,858 at 6%; with 50% employer match about $10,858 at 4% or $7,239 at 6%; with 100% employer match about $8,144 at 4% or $5,429 at 6%. |
| 2014 | 1 | 461 | $1,541,218 | $325,418 | $706iApproximate average salary by contribution assumption: employee only about $17,647 at 4% or $11,765 at 6%; with 50% employer match about $11,765 at 4% or $7,843 at 6%; with 100% employer match about $8,824 at 4% or $5,882 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 461 | $1,541,218 | $325,418 | $706iApproximate average salary by contribution assumption: employee only about $17,647 at 4% or $11,765 at 6%; with 50% employer match about $11,765 at 4% or $7,843 at 6%; with 100% employer match about $8,824 at 4% or $5,882 at 6%. |
| 2013 | 1 | 470 | $1,241,115 | $266,943 | $568iApproximate average salary by contribution assumption: employee only about $14,199 at 4% or $9,466 at 6%; with 50% employer match about $9,466 at 4% or $6,311 at 6%; with 100% employer match about $7,100 at 4% or $4,733 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 470 | $1,241,115 | $266,943 | $568iApproximate average salary by contribution assumption: employee only about $14,199 at 4% or $9,466 at 6%; with 50% employer match about $9,466 at 4% or $6,311 at 6%; with 100% employer match about $7,100 at 4% or $4,733 at 6%. |
| 2012 | 1 | 469 | $904,337 | $224,944 | $480iApproximate average salary by contribution assumption: employee only about $11,991 at 4% or $7,994 at 6%; with 50% employer match about $7,994 at 4% or $5,329 at 6%; with 100% employer match about $5,995 at 4% or $3,997 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 469 | $904,337 | $224,944 | $480iApproximate average salary by contribution assumption: employee only about $11,991 at 4% or $7,994 at 6%; with 50% employer match about $7,994 at 4% or $5,329 at 6%; with 100% employer match about $5,995 at 4% or $3,997 at 6%. |
| 2011 | 1 | 494 | $602,707 | $202,073 | $409iApproximate average salary by contribution assumption: employee only about $10,226 at 4% or $6,818 at 6%; with 50% employer match about $6,818 at 4% or $4,545 at 6%; with 100% employer match about $5,113 at 4% or $3,409 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 494 | $602,707 | $202,073 | $409iApproximate average salary by contribution assumption: employee only about $10,226 at 4% or $6,818 at 6%; with 50% employer match about $6,818 at 4% or $4,545 at 6%; with 100% employer match about $5,113 at 4% or $3,409 at 6%. |
| 2010 | 1 | 425 | $424,878 | $168,904 | $397iApproximate average salary by contribution assumption: employee only about $9,936 at 4% or $6,624 at 6%; with 50% employer match about $6,624 at 4% or $4,416 at 6%; with 100% employer match about $4,968 at 4% or $3,312 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 425 | $424,878 | $168,904 | $397iApproximate average salary by contribution assumption: employee only about $9,936 at 4% or $6,624 at 6%; with 50% employer match about $6,624 at 4% or $4,416 at 6%; with 100% employer match about $4,968 at 4% or $3,312 at 6%. |
| 2009 | 1 | 462 | $229,759 | $120,492 | $261iApproximate average salary by contribution assumption: employee only about $6,520 at 4% or $4,347 at 6%; with 50% employer match about $4,347 at 4% or $2,898 at 6%; with 100% employer match about $3,260 at 4% or $2,173 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 462 | $229,759 | $120,492 | $261iApproximate average salary by contribution assumption: employee only about $6,520 at 4% or $4,347 at 6%; with 50% employer match about $4,347 at 4% or $2,898 at 6%; with 100% employer match about $3,260 at 4% or $2,173 at 6%. |
| 2008 | 1 | 472 | $88,702 | $76,475 | $162iApproximate average salary by contribution assumption: employee only about $4,051 at 4% or $2,700 at 6%; with 50% employer match about $2,700 at 4% or $1,800 at 6%; with 100% employer match about $2,025 at 4% or $1,350 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 472 | $88,702 | $76,475 | $162iApproximate average salary by contribution assumption: employee only about $4,051 at 4% or $2,700 at 6%; with 50% employer match about $2,700 at 4% or $1,800 at 6%; with 100% employer match about $2,025 at 4% or $1,350 at 6%. |
| 2007 | 1 | 139 | $31,028 | $31,385 | $226iApproximate average salary by contribution assumption: employee only about $5,645 at 4% or $3,763 at 6%; with 50% employer match about $3,763 at 4% or $2,509 at 6%; with 100% employer match about $2,822 at 4% or $1,882 at 6%. |
| I.A.T.S.E. Local 3 Annuity Fund | - | 139 | $31,028 | $31,385 | $226iApproximate average salary by contribution assumption: employee only about $5,645 at 4% or $3,763 at 6%; with 50% employer match about $3,763 at 4% or $2,509 at 6%; with 100% employer match about $2,822 at 4% or $1,882 at 6%. |