What public Form 5500 filings show about the BOT - Oregon Sheet Metal Workers Master Retirement Trust 401(k) plan — and how to find and check your own account.
BOT - Oregon Sheet Metal Workers Master Retirement Trust (EIN 93-6018501) reports IND ACCT PLAN FOR THE OREGON SHEET METAL WORKERS on its most recent Form 5500, with $62.7M in plan assets across 681 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 BOT - Oregon Sheet Metal Workers Master Retirement Trust 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 BOT - Oregon Sheet Metal Workers Master Retirement Trust 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIAM C EARHART, CLIFTONLARSONALLEN LLP, VERUS ADVISORY, OGLETREE DEAKINS NASH ET AL, US BANK OF OREGON, LOOMIS SAYLES TRUST.
