What public Form 5500 filings show about the CBL & Associates Management, Inc. 401(k) plan — and how to find and check your own account.
CBL & Associates Management, Inc. (EIN 62-1542279) reports CBL & ASSOCIATES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $79.5M in plan assets across 450 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 CBL & Associates Management, Inc. 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 CBL & Associates Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED HEALTHCARE INSURANCE, MAULDIN & JENKINS, BB&T INSURANCE SERVICES, MORGAN STANLEY GLOBAL BANKING, NATIONAL FINANCIAL SERVICES.
