What public Form 5500 filings show about the NAT'L Union of the Transportation Communications Union /IAM 401(k) plan — and how to find and check your own account.
NAT'L Union of the Transportation Communications Union /IAM (EIN 31-6000450) reports TCU STAFF 401(K) PLAN on its most recent Form 5500, with $17.1M in plan assets across 116 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 NAT'L Union of the Transportation Communications Union /IAM 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 RETIREMENT PLANNERS & ADMINISTRATOR, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NAT'L Union of the Transportation Communications Union /IAM 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAGE PACIFIC ADVISERS.
