What public Form 5500 filings show about the Massachusetts Bankers Association 401(k) plan — and how to find and check your own account.
Massachusetts Bankers Association (EIN 04-1589780) reports SBERA 401(K) PLAN AS ADOPTED BY MASSACHUSETTS BANKERS ASSOCIATION on its most recent Form 5500, with $0 in plan assets across 16 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 Massachusetts Bankers Association filing — schedules, fees, and providers.
Massachusetts Bankers Association’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 Massachusetts Bankers AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SMITH & DOWNEY, WOLF & P C, MASS FIN SERVICES INS AGENCY.
