Benefits Trust Fund
IBEW #481 Money Purchase Pension Plan & Trust
Please note that distributions are calculated on a quarterly basis and will be distributed approximatly 60 days from the last day of the quarter in which application is made.
The rate for the quarter ending JUNE 30, 2011 was : 0.7661%
Annual rates of return for past plan years:
- 1996: 7.43%
- 1997: 13.39%
- 1998: 20.56%
- 1999: 7.68%
- 2000: 17.56%
- 2001: -4.75%
- 2002: -7.22%
- 2003: 3.89%
- 2004: 10.33%
- 2005: 5.88%
- 2006: 3.96%
- 2007: 14.80%
- 2008: -3.484%
- 2009: -19.139%
- 2010: 7.721%
- 2011: 26.179%
Quarterly Rates of Return:
- 09/30/07: 2.359%
- 12/30/07: -0.484%
- 03/31/08: -5.365%
- 06/30/08: 0.208%
- 09/30/08: -9.67%
- 12/31/08: -13.143%
- 03/31/09: -4.56673%
- 06/30/09: 8.29%
- 09/30/09: 10.475%
- 12/31/09: 2.6%
- 03/31/10: 2.7793%
- 06/30/10: -7.34%
- 09/30/10: 10.021%
- 12/31/10: 7.3216%
- 03/31/11: 4.4716%
- 06/30/11: 0.7661%
Stable Value Account
The Stable Value Account rate of return for the quarter ending JUNE 30, 2011 was : 0.8389%
Stable Vaue Account Annual rates of return for past plan years:
- 2003: 5.20%
- 2004: 4.28%
- 2005: 4.23%
- 2006: 4.40%
- 2007: 4.50%
- 2008: 5.54%
- 2009: 2.41%
- 2010: 2.05%
- 2011: 3.948%
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