Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Plan Facts

Plan name
IUOE LOCAL 399 PARTICIPATING EMPLOYERS DEFERRED COMPENSATION EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BOARD OF TRUSTEES IUOE LOCAL 399 DEFERRED COMPENSATION SAVINGS PLAN
Participants
4,796 (7,078 active employees)
Former employees with a balance
13
Plan assets
$345,750,957 at Dec 31, 2024
Average account balance
$103,333 across 3,346 accounts
Employer contributions
$178,944 in plan year 2024 (1% of all contributions)
Recordkeeper
John Hancock Retirement Plan Servic
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1995
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $18.5 million went into the plan in contributions, $178,944 of it from the employer (1%).
  • $21.9 million was paid out to participants.
  • Investment and other income added $43.5 million.
  • Administrative expenses were $591,056, about $177 per account.

How the Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,597$227.3 million$143,952$8.11 million
20205,108$272.0 million$205,646$10.1 million
20215,589$316.4 million$190,136$12.5 million
20226,440$261.9 million$201,413$15.9 million
20237,284$306.4 million$261,656$18.5 million
20244,796$345.8 million$178,944$21.9 million

Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) Contact Information

Phone
312-372-9870
Mailing address
2260 SOUTH GROVE STREET, CHICAGO IL 60616
Plan sponsor
BOARD OF TRUSTEES IUOE LOCAL 399 DEFERRED COMPENSATION SAVINGS PLAN
Employer identification number (EIN)
36-4026691
Plan number
001

Questions about the Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k)

Does Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $178,944, 1% of all contributions.

Does the Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) plan?

4,796 participants at the start of plan year 2024, 7,078 of them active employees, and 13 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan?

About $103,333 per account: $345.8 million in plan assets across 3,346 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK RETIREMENT PLAN SERVIC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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