BD of Trustees I.U.O.E. Local 877 Annuity Fund 401(k) Plan

The BD of Trustees I.U.O.E. Local 877 Annuity Fund 401(k) on its latest Form 5500

BD of Trustees I.U.O.E. Local 877 Annuity Fund (EIN 04-3228497) reports INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND on its most recent Form 5500, with $29.6M in plan assets across 466 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 BD of Trustees I.U.O.E. Local 877 Annuity Fund filing — schedules, fees, and providers.

Who runs the BD of Trustees I.U.O.E. Local 877 Annuity Fund 401(k)?

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 BD of Trustees I.U.O.E. Local 877 Annuity Fund 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUIMAN MOGILA LLP, WELLS FARGO CLEARING SERVICES, BENESYS, REID AND REIGE PC, SCHULTHEIS & PANETTIERI LLP.

How to check your BD of Trustees I.U.O.E. Local 877 Annuity Fund 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask BD of Trustees I.U.O.E. Local 877 Annuity Fund HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).