What public Form 5500 filings show about the Trustees of the IUE-CWA AFL-CIO Pension Fund 401(k) plan — and how to find and check your own account.
Trustees of the IUE-CWA AFL-CIO Pension Fund (EIN 22-3345052) reports IUE-CWA 401(K) RETIREMENT SAVINGS AND SECURITY PLAN on its most recent Form 5500, with $82.9M in plan assets across 2,780 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 the IUE-CWA AFL-CIO Pension Fund 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trustees of the IUE-CWA AFL-CIO Pension Fund 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEGAL MARCO ADVISORS, COUNSEL ADVISORS, SCHULTE ROTH & ZABLE LLP, ZENITH AMERICAN SOLUTIONS, MID-ATLANTIC CAPITAL, NOVAK FRANCELLA.
