Investments

The Plan’s Board of Trustees have contracted with Segal Marco Advisors, a multi-national group of actuaries and consultants, to advise the Plan on investment strategies designed to give the participants an above-average rate of return with below-average risk over the long-term.

 

 

While single year activity will fluctuate based on market conditions, the Trustees remain focused on the long-term performance of the Plan for the benefit of the majority of participants.  Current investment strategy allocates the Plan’s investment portfolio approximately 40% to investments designed to follow the U.S. stock market performance and 60% to investments designed to follow the U.S. interest rate returns.

 

 

The first quarter, of year ended March 31, 2021 report shows earnings of 10.34% for the Trustee directed accounts and 1.64% earnings for the stable asset accounts.