What public Form 5500 filings show about the Board of Trustees, IBEW Local 40 - NECA 401(k) Plan 401(k) plan — and how to find and check your own account.
Board of Trustees, IBEW Local 40 - NECA 401(k) Plan (EIN 91-2018522) reports IBEW LOCAL 40 - NECA 401(K) PLAN on its most recent Form 5500, with $35.1M in plan assets across 401 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, IBEW Local 40 - NECA 401(k) 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Board of Trustees, IBEW Local 40 - NECA 401(k) Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES, COAST BENEFITS, FOCUS INVESTMENT GROUP, MILLER KAPLAN ARASE LLP, GILBERT & SACKMAN.
