Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) Plan Facts

Plan name
LOCAL 138 STAFF 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138
Participants
21 (21 active employees)
Plan assets
$1,429,752 at Jun 30, 2025
Average account balance
$102,125 across 14 accounts
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Feb 1, 2019
— 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-SF for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Dec 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $152,025 went into the plan in contributions.
  • Investment and other income added $144,318.

How the Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201920$293,889——
202020$570,665$0$0
202120$636,150$0$0
202220$847,177—$0
202321$1.14 million—$0
202421$1.43 million—$0

Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) Contact Information

Phone
631-694-2480
Mailing address
137 GAZZA BLVD, FARMINGDALE NY 117351415
Plan sponsor
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138
Employer identification number (EIN)
11-2653717
Plan number
001

Questions about the Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k)

Does Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Board Of Trustees Local 138, 138a, 138b & 138c Iuoe 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 Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) plan?

21 participants at the start of plan year 2024, 21 of them active employees.

What is the average 401(k) balance at Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund?

About $102,125 per account: $1.43 million in plan assets across 14 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund 401(k) accounts?

TPA COMPUTER CORPORATION is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees Local 138, 138a, 138b & 138c Iuoe Annuity Fund. How do I access my 401(k)?

Your account stays with TPA COMPUTER CORPORATION 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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