What public Form 5500 filings show about the UB Family Medicine Inc. 401(k) plan — and how to find and check your own account.
UB Family Medicine Inc. (EIN 16-1280696) reports UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $22.0M in plan assets across 147 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 UB Family Medicine Inc. 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 AMERICANTCS FID, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UB Family Medicine Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN HANCOCK RETIREMENT PLAN SVCS, TRG ADVISORS.
