What public Form 5500 filings show about the Trustees of IBEW Local 309-401(k) Retirement Plan 401(k) plan — and how to find and check your own account.
Trustees of IBEW Local 309-401(k) Retirement Plan (EIN 84-1634780) reports IBEW LOCAL 309 401(K) RETIREMENT PLAN on its most recent Form 5500, with $26.1M in plan assets across 591 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 Trustees of IBEW Local 309-401(k) Retirement Plan 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trustees of IBEW Local 309-401(k) Retirement Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEAMERICA INVESTMENT ADVISORY SVS, SCHEFFEL BOYLE, LOCAL 309 ELECTRICAL HEALTH AND WEL, MATRIX TRUST.
