This page includes the documents that govern the IAM National 401(k) Fund. Click the document titles below to review or download copies.
- IAM National 401(k) Fund Summary Annual Report (SAR)
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IAM National 401(k) Fund Summary Annual Report (SAR) (PDF)
This document provides an annual summary of the plan's expenses, liabilities and assets.
- IAM National 401(k) Fund Trust Agreement
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IAM National 401(k) Fund Trust Agreement (PDF)
This is the official, legal trust document for the IAM National 401(k) Fund.
- IAM National 401(k) Plan Summary Plan Description (SPD)
- IAM National 401(k) Plan Summary Plan Description (SPD) (PDF)
This document describes the benefits provided through the IAM National 401(k) Plan (the “Plan”). It also outlines the Plan's eligibility rules and participants' rights under the Plan.
Below please find the Summary Material Modifications made since the last 2017 printing of the SPD.
IAM National 401(k) Plan July 2019 Summary of Material Modifications (PDF)
IAM National 401(k) Plan July 2020 Summary of Material Modifications (PDF)