What public Form 5500 filings show about the Teamsters Local Union 299 401(k) plan — and how to find and check your own account.
Teamsters Local Union 299 (EIN 38-0679250) reports TEAMSTERS LOCAL UNION 299 MULTI EMPLOYER 401(K) PLAN on its most recent Form 5500, with $7.9M in plan assets across 316 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 Teamsters Local Union 299 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 SENTINEL BENEFITS & FINANCIAL GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Teamsters Local Union 299 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VARNUM LLP, CYGNET FINANCIAL PLANNING, CORPORATE PLAN ADMINISTRATORS, LOTITO & LAZZARA P C, FIDUCIARY FIREWALL CONSULTING, FIDELITY INVESTMENTS.
