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December 27, 2016 | Print | Site Map | Help
 

Annuity Plan

 
Amount in Individual Accounts

The amount in an Individual Account as of a Valuation Date is determined as follows:

  1. Take the Individual Account amount on the preceding Valuation Date;
  2. Add in the Contributions made or required to be made to the Employee’s Individual Account for the Fiscal Year;
  3. Add in the investment income allocated to the Employee’s Individual Account for the Fiscal Year;
  4. Subtract the Individual Account Expense Charge for the Fiscal Year.

References to specific section(s) of the Plan can be found in the Official Plan Document under Plan Documents on this website.

Contact Plan Administrator

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(866) 894-3705

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paintersinfo@hsba.com

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