What public Form 5500 filings show about the United Steelworkers Local 286 Severance/ 401(k) Plan 401(k) plan — and how to find and check your own account.
United Steelworkers Local 286 Severance/ 401(k) Plan (EIN 23-2059315) reports UNITED STEELWORKERS LOCAL 286 SEVERANCE/401 (K) PLAN on its most recent Form 5500, with $42.1M in plan assets across 2,056 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 Steelworkers Local 286 Severance/ 401(k) Plan 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 Steelworkers Local 286 Severance/ 401(k) Plan 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES, MORGAN STANLEY SMITH BARNEY, CARLO SIMONE III, FOSTER & FOSTER, USW DISTRICT 10 LOCAL 286 UNION, SPEAR WILDERMAN P C.
