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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
2022 -9.99

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
2022 -11.22

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
2022 -11.22