What public Form 5500 filings show about the United Service Organizations, Inc. 401(k) plan — and how to find and check your own account.
United Service Organizations, Inc. (EIN 13-1610451) reports UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $87.6M in plan assets across 671 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 United Service Organizations, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Service Organizations, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNUM, WEX, ASSUREDPARTNERS OF NC, TELUS HEALTH US.
