What public Form 5500 filings show about the Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. 401(k) plan — and how to find and check your own account.
Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. (EIN 13-3022965) reports ANNUITY FUND OF LOCAL NO. ONE, I. A. T. S. E. on its most recent Form 5500, with $1.2B in plan assets across 21,686 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 Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. filing — schedules, fees, and providers.
Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.’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 Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PYLON LOGISTICS, 9 TO 5 OFFICE SUPPLIES, PWC CONSULTING, SYNTONIC SYSTEMS, PROSKAUER ROSE LLP, GALLAGHER FIDUCIARY ADVISORS.
