What public Form 5500 filings show about the Trustees of the Upper Peninsula Plumbers and Pipefitters Defined 401(k) plan — and how to find and check your own account.
Trustees of the Upper Peninsula Plumbers and Pipefitters Defined (EIN 38-3296005) reports UPPER PENINSULA PLUMBERS PIPEFITTERS DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $23.9M in plan assets across 463 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 Upper Peninsula Plumbers and Pipefitters Defined 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 Trustees of the Upper Peninsula Plumbers and Pipefitters Defined 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NOVARA TESIJA, ZENITH AMERICAN SOLUTIONS, MARQUETTE ASSOCIATES, BENDA GRACE STULZ & P C.
