What public Form 5500 filings show about the Local 817 Welfare Fund 401(k) plan — and how to find and check your own account.
Local 817 Welfare Fund (EIN 13-6210566) reports LOCAL 817 WELFARE FUND 401(K) P/S PLAN on its most recent Form 5500, with $2.7M in plan assets across 5 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 Local 817 Welfare Fund filing — schedules, fees, and providers.
Local 817 Welfare 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 Local 817 Welfare FundHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): THOMSON REUTERS, STACEY BRAUN ASSOCIATES, CHRISTOPHER O DONNELL, MSPC CERTIFIED PUBLIC ACCOUNTANTS, KEVIN LYNCH, DAVISVISION.
