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Allocations (Gains/Losses)


Annuity Fund

Interest/Allocations (gains/losses) that have been applied to the individual Annuity Fund Accounts from 2011 to present.

Fiscal Year Ending Percentage
2011 15.92
2012 .357
2013 9.77
2014 14.52
2015 -.353
2016 .647
2017 6.97
2018 5.47
2019 6.64
2020 9.34
2021 20.32

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
2011 14.69
2012 -1.87
2013 8.28
2014 13.09
2015 -.423
2016 -1.83
- -
- -

Active Supplemental Fund

Interest/Allocations (gains/losses) that have been applied to the individual Active Supplemental Fund Accounts from 2017 to present.

Fiscal Year Ending Percentage
2017 7.39
2018 5.95
2019 6.17
2020 6.37
2021 18.79

Retiree Supplemental Fund

Interest/Allocations (gains/losses) that have been applied to the individual Retiree Supplemental Fund Accounts from 2017 to present.

Fiscal Year Ending Percentage
2017 7.39
2018 5.95
2019 6.17
2020 6.37
2021 18.79
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