What public Form 5500 filings show about the Board of Trustees I.A.T.S.E. Annuity Fund 401(k) plan — and how to find and check your own account.
Board of Trustees I.A.T.S.E. Annuity Fund (EIN 13-3088691) reports I.A.T.S.E. ANNUITY FUND on its most recent Form 5500, with $1.4B in plan assets across 100,349 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 I.A.T.S.E. Annuity Fund 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 Board of Trustees I.A.T.S.E. Annuity Fund 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MEKETA INVESTMENT GROUP, SPIVAK LIPTON LLP, PROSKAUER ROSE LLP, SCHULTHEIS & PANETTIERI LLP.
