What public Form 5500 filings show about the Local Union 514 401(k) plan — and how to find and check your own account.
Local Union 514 (EIN 46-1144986) reports B. A. T. RETIREMENT FUND on its most recent Form 5500, with $2.2M in plan assets across 249 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 Union 514 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Local Union 514 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PRACTICE, NEXT LEVEL PRIVATE.
