INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 401(k) Plan
What public Form 5500 filings show about the INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 401(k) plan — and how to find and check your own account.
The INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 401(k) on its latest Form 5500
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 (EIN 11-2653717) reports LOCAL 138 STAFF 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 21 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 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 filing — schedules, fees, and providers.
Who runs the INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 401(k)?
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138’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 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUMMIT ACTUARIAL CONSULTANTS, UBS FINANCIAL SERVICES, CITRIN COOPERMAN & LLP, IUOE LOCAL 138 138A 138B 138C, EATON VANCE, TOCQUEVILLE.
How to check your INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).