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Allocations (Gains/Losses)


Annuity Fund

Interest/Allocations (gains/losses) that have been applied to individual Annuity Fund Accounts from 2004 thru present:

Fiscal Year Ending Percentage
2004 3.77
2005 4.07
2006 4.44
2007 11.03
2008 -3.19
2009 -6.38
2010 9.41
2011 15.92
2012 .357
2013 9.77
2014 14.52
2015 -.353
2016 .647
2017 6.97
2018 5.47
2019 6.64

Supplemental Fund for Local Unions No. 33/440

Interest/Allocations (gains/losses) that have been applied to individual Local Unions No. 33/440 Supplemental Fund Accounts from 2004 thru 2016:

Fiscal Year Ending Percentage
2004 2.58
2005 5.46
2006 4.10
2007 10.23
2008 -6.39
2009 -6.67
2010 7.95
2011 14.69
2012 -1.87
2013 8.28
2014 13.09
2015 -.423
2016 -1.83
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Supplemental Fund for Local Unions No. 9, 33 & 440

Interest/Allocations (gains/losses) that have been applied to individual Supplemental Fund Accounts from 2017 thru present:

Fiscal Year Ending Percentage
2017 7.39
2018 5.95
2019 6.17
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