What public Form 5500 filings show about the Board of Trustees IUOE Local 399 Deferred Compensation Savings Plan 401(k) plan — and how to find and check your own account.
Board of Trustees IUOE Local 399 Deferred Compensation Savings Plan (EIN 36-4026691) reports IUOE LOCAL 399 PARTICIPATING EMPLOYERS DEFERRED COMPENSATION EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $345.8M in plan assets across 7,078 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 IUOE Local 399 Deferred Compensation Savings 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Board of Trustees IUOE Local 399 Deferred Compensation Savings Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGACY PROFESSIONALS LLP, HUNT INSURANCE, AMERICAN GRAPHICS PRINTING, JOHNSON AND KROL, BENESYS, STRATEGIC CAPITAL INVESTMENT ADV.
