What public Form 5500 filings show about the Oneaz Credit Union 401(k) plan — and how to find and check your own account.
Oneaz Credit Union (EIN 86-0108770) reports ONEAZ CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $52.0M in plan assets across 510 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 Oneaz Credit Union 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 Oneaz Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN SPECIALTY HEALTH SYSTEMS, BLUE CROSS BLUE SHIELD OF ARIZONA, EVICORE, MORNINGSTAR INVESTMENT MANAGEMENT L.
