UNION SETTLEMENT ASSOCIATION, INC. 401(k) Plan
What public Form 5500 filings show about the UNION SETTLEMENT ASSOCIATION, INC. 401(k) plan — and how to find and check your own account.
The UNION SETTLEMENT ASSOCIATION, INC. 401(k) on its latest Form 5500
UNION SETTLEMENT ASSOCIATION, INC. (EIN 13-1632530) reports 403(B) THRIFT PLAN OF UNION SETTLEMENT ASSOCIATION on its most recent Form 5500, with $6.3M in plan assets across 220 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 UNION SETTLEMENT ASSOCIATION, INC. filing — schedules, fees, and providers.
Who runs the UNION SETTLEMENT ASSOCIATION, INC. 401(k)?
UNION SETTLEMENT ASSOCIATION, INC.’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 UNION SETTLEMENT ASSOCIATION, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MUTUAL OF AMERICA, MERRILL LYNCH, PRINCIPAL LIFE INSURANCE.
How to check your UNION SETTLEMENT ASSOCIATION, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UNION SETTLEMENT ASSOCIATION, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).