What public Form 5500 filings show about the Board of Trustees I.U.O.E. Local 4 Annuity Fund 401(k) plan — and how to find and check your own account.
Board of Trustees I.U.O.E. Local 4 Annuity Fund (EIN 04-3002474) reports INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 4 ANNUITY on its most recent Form 5500, with $724.6M in plan assets across 6,058 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.U.O.E. Local 4 Annuity Fund filing — schedules, fees, and providers.
Board of Trustees I.U.O.E. Local 4 Annuity Fund’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 I.U.O.E. Local 4 Annuity FundHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEGAL MARCO ADVISORS, KROLL ASSOCIATES, REBECCA ZACCARDI, O DONOGHUE & O DONOGHUE, CBIZ BENEFITS & INSURANCE SERVICES, 617 MEDIA GROUP.
