What public Form 5500 filings show about the Unison Software, Inc. 401(k) plan — and how to find and check your own account.
Unison Software, Inc. (EIN 54-1304735) reports UNISON 401(K) PLAN on its most recent Form 5500, with $72.9M in plan assets across 400 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 Unison Software, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Unison Software, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HILB GROUP OF NEW ENGLAND, CIGNA HEALTH AND LIFE INSURANCE CO, CAPFINANCIAL PARTNERS, UNITED OF OMAHA LIFE INS COMP.
