What public Form 5500 filings show about the UEA/UMTA 401(k) plan — and how to find and check your own account.
UEA/UMTA (EIN 93-0302009) reports 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC. on its most recent Form 5500, with $3.4M in plan assets across 16 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 UEA/UMTA filing — schedules, fees, and providers.
UEA/UMTA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UEA/UMTAHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UEA, WITHUMSMITH+BROWN PC, JB NIBLEY INSURANCE.
