Ugsoa Board Of Trustees 401(k) Plan: Login, Facts & Contact Information
Ugsoa Board Of Trustees 401(k) Login
239 former Ugsoa Board Of Trustees employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Ugsoa Board Of Trustees 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jan 27, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $7.65 million went into the plan in contributions, $6.69 million of it from the employer (88%).
- $8.79 million was paid out to participants.
- Investment and other income added $2.94 million.
- Administrative expenses were $360,752, about $177 per account.
How the Ugsoa Board Of Trustees 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 2,909 | $23.2 million | $6.43 million | $4.96 million |
| 2020 | 2,348 | $21.0 million | $6.34 million | $10.2 million |
| 2021 | 2,242 | $26.0 million | $6.39 million | $4.06 million |
| 2022 | 2,357 | $24.2 million | $5.51 million | $4.42 million |
| 2023 | 2,162 | $28.0 million | $6.01 million | $5.05 million |
| 2024 | 2,759 | $29.5 million | $6.69 million | $8.79 million |
Ugsoa Board Of Trustees 401(k) Contact Information
Questions about the Ugsoa Board Of Trustees 401(k)
Does Ugsoa Board Of Trustees contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.69 million, 88% of all contributions.
Does the Ugsoa Board Of Trustees 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ugsoa Board Of Trustees 401(k) plan?
2,759 participants at the start of plan year 2024, 2,443 of them active employees, and 239 former employees who still had money in the plan.
What is the average 401(k) balance at Ugsoa Board Of Trustees?
About $14,453 per account: $29.5 million in plan assets across 2,040 accounts with a balance at the end of plan year 2024.
Who manages the Ugsoa Board Of Trustees 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Ugsoa Board Of Trustees. How do I access my 401(k)?
Your account stays with Principal 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.