What public Form 5500 filings show about the Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen 401(k) plan — and how to find and check your own account.
Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen (EIN 42-6498549) reports SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $42.4M in plan assets across 560 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 of Sheet Metal Workers Local Union No. 263 Retiremen filing — schedules, fees, and providers.
Board of Trustees of Sheet Metal Workers Local Union No. 263 Retiremen’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 of Sheet Metal Workers Local Union No. 263 RetiremenHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UHY LLP, BRADLEY HAUGE CPA, WASHINGTON STREET INS GROUP, FOX ROTHSCHILD LLP, GRAYSTONE CONSULTING, MILLIMAN FINANCIAL RISK MANAGEMENT.
