What public Form 5500 filings show about the Amalgamated Transit Union 401(k) plan — and how to find and check your own account.
Amalgamated Transit Union (EIN 53-6014540) reports AMALGAMATED TRANSIT UNION LOCAL UNION OFFICERS AND EMPLOYEES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $12.6M in plan assets across 197 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Amalgamated Transit Union filing — schedules, fees, and providers.
Amalgamated Transit Union’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Amalgamated Transit UnionHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CALIBRE CPA GROUP, AMALGAMATED BANK, WESTERN ASSET MANAGEMENT, MORGAN STANLEY, GALLAGHER FIDUCIARY ADVISORS, SLEVIN AND HART.
