I.B.E.W. 1158 WELFARE PLAN FUND 401(k) Plan
What public Form 5500 filings show about the I.B.E.W. 1158 WELFARE PLAN FUND 401(k) plan — and how to find and check your own account.
The I.B.E.W. 1158 WELFARE PLAN FUND 401(k) on its latest Form 5500
I.B.E.W. 1158 WELFARE PLAN FUND (EIN 22-7051778) reports LOCAL 1158 I.B.E.W. WELFARE PLAN on its most recent Form 5500, with $2.5M in plan assets across 8 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 I.B.E.W. 1158 WELFARE PLAN FUND filing — schedules, fees, and providers.
Who runs the I.B.E.W. 1158 WELFARE PLAN FUND 401(k)?
I.B.E.W. 1158 WELFARE PLAN FUND’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 I.B.E.W. 1158 WELFARE PLAN FUNDHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SANDRA JIMEMEZ, ROSENBERG RICH BAKER BERMAN, JOSEPH P CALABRO, ANTHONY PINADELLA, MICHAEL TORTORELLI, ANDREA BURGESS.
How to check your I.B.E.W. 1158 WELFARE PLAN FUND 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask I.B.E.W. 1158 WELFARE PLAN FUND 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).