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.
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 $2.9M 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.
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): ROSENBERG RICH BAKER BERMAN, SANDRA JIMEMEZ, DONNA CERNIGLIA, ANDREA BURGESS, ANTHONY PINADELLA, MICHAEL TORTORELLI.
