Annuity Fund Annual Investment Return History
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There are two tables separated by Annuity Fund Profit Sharing Account and the Legacy Annuity Account for former Philadelphia Participants. Click on the account name to be taken to the table. Click on "Back to Top" to return to this list.
Annuity Fund Profit Sharing Account
The Eastern Atlantic States Annuity Fund Profit Sharing Account's interest is based on the Annuity Plan's investment earnings.
Valuations
Most of the accounts are invested in stocks, bonds, real estate and other investment vehicles by professional Investment Managers selected by the Trustees with the advice of a professional Investment Advisor. These are valued once each year on December 31st (“The Valuation Date”) or more frequently, at the discretion of the Trustees.
Use the search bar to narrow down the table below by year
| Plan Year | Investment Rate of Return |
|---|---|
| 2023 | 5.88% |
| 2022 | -7.40% (loss) |
| 2021 | 16.11% |
| 2020 | 7.25% |
| 2019 | 16.09% |
| 2018 | 0.26% |
| 2017 | 12.30% |
| 2016 | 7.25% |
| 2015 | 3.01% |
| 2014 | 7.00% |
| 2013 | 13.00% |
| 2012 | 9.00% |
| 2011 | 3.70% |
| 2010 | 8.00% |
Legacy Annuity Account (Former Philadelphia Participants)
All Contributions for hours worked up through December 31, 2022 are considered a separate Legacy Annuity Account and are frozen (Accounts A & B).
- Account A = All contributions up to April 30, 2018
- Account B = All contributions from May 1, 2018 through December 31, 2022.
No new contributions will go into the Legacy Annuity Account; however, it will continue to earn interest credits, based on the 30-year Treasury Rate, on the Legacy Annuity Account balance. The Legacy Annuity Account was not be merged into the new Eastern Atlantic States Carpenters Annuity Fund (“EASCAF”). There were no changes to the distribution options.
Use the search bar to narrow down the table below by year
| Plan Year | Investment Rate of Return |
|---|---|
| 2024 | 4.66% |
| 2023 | 3.99% |
| 2022 (short year) | 2.41% (May 1, 2022 - December 31, 2022) |
| 2022 | 2.34% |
| 2021 | 1.46% |
| 2020 | 2.98% |
| 2019 | 3.09% |
| 2018 | 3.00% |