Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) Plan Facts

Plan name
I.A.T.S.E. ANNUITY FUND
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES I.A.T.S.E. ANNUITY FUND
Participants
97,354 (100,349 active employees)
Plan assets
$1,425,167,499 at Dec 31, 2024
Average account balance
$14,184 across 100,475 accounts
Employer contributions
$93,681,577 in plan year 2024 (90% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 21, 1973
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $103.8 million went into the plan in contributions, $93.7 million of it from the employer (90%).
  • $85.8 million was paid out to participants.
  • Investment and other income added $135.6 million.
  • Administrative expenses were $7.35 million, about $73 per account.

How the Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201982,940$1.05 billion$81.3 million$43.3 million
202084,562$1.08 billion$38.7 million$114.7 million
202177,720$1.22 billion$74.8 million$57.7 million
202289,376$1.15 billion$96.9 million$40.4 million
202396,717$1.28 billion$73.1 million$86.7 million
202497,354$1.43 billion$93.7 million$85.8 million

Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) Contact Information

Phone
212-580-9092
Mailing address
417 FIFTH AVENUE, 3RD FLOOR, NEW YORK NY 100162204
Plan sponsor
BOARD OF TRUSTEES I.A.T.S.E. ANNUITY FUND
Employer identification number (EIN)
13-3088691
Plan number
001

Questions about the Board Of Trustees I.a.t.s.e. Annuity Fund 401(k)

Does Board Of Trustees I.a.t.s.e. Annuity Fund contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $93.7 million in employer contributions for plan year 2024.

Does the Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) plan?

97,354 participants at the start of plan year 2024, 100,349 of them active employees.

What is the average 401(k) balance at Board Of Trustees I.a.t.s.e. Annuity Fund?

About $14,184 per account: $1.43 billion in plan assets across 100,475 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees I.a.t.s.e. Annuity Fund 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees I.a.t.s.e. Annuity Fund. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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