What public Form 5500 filings show about the APWU-Health Plan 401(k) plan — and how to find and check your own account.
APWU-Health Plan (EIN 52-0940594) reports APWU-HP DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $34.7M in plan assets across 223 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 APWU-Health Plan filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your APWU-Health Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEGAL MARCO ADVISORS, WITHUMSMITH+BROWN PC, AMERICAN REALTY ADVISORS, MERGANSER CAPITAL MANAGEMENT, MORNINGSTAR INVESTMENT MANAGEMENT L, PNC BANK N A.
