What public Form 5500 filings show about the Civil Service Employees Insurance Group 401(k) plan — and how to find and check your own account.
Civil Service Employees Insurance Group (EIN 94-1185344) reports CIVIL SERVICE EMPLOYEES INSURANCE GROUP 401(K) PLAN on its most recent Form 5500, with $21.6M in plan assets across 130 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 Civil Service Employees Insurance Group 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 PUTNAM INVESTMENTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Civil Service Employees Insurance Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GWFS EQUITIES, EMPOWER ADVISORY GROUP, BERLA INVESTMENT CONSULTING.