What public Form 5500 filings show about the New York State United Teachers 401(k) plan — and how to find and check your own account.
New York State United Teachers (EIN 14-1584772) reports NYSUT STAFF 401(K) PLAN on its most recent Form 5500, with $257.9M in plan assets across 400 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 New York State United Teachers 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your New York State United Teachers 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEGAL MARCO ADVISORS, EMPIRE HEALTHCHOICE ASSURANCE, FIDUCIENT ADVISORS, SEGAL CO EASTERN STATES, BONADIO & CO LLP, US BANK NATIONAL ASSOCIATION.
