What public Form 5500 filings show about the Union Welfare and Pension Funds 401(k) plan — and how to find and check your own account.
Union Welfare and Pension Funds (EIN 13-5660513) reports UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 17 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 Welfare and Pension Funds filing — schedules, fees, and providers.
Union Welfare and Pension Funds’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 Welfare and Pension FundsHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOYD WATTERSON ASSET MANAGEMENT, CARY KANE, ALLIANT INSURANCE SERVICE, PRINCIPAL CUSTODY SOLUTIONS, BRIDGEWAY BENEFIT TECHNOLOGIES, O SULLIVAN ASSOCIATES.
