Find an old Arc Excess & Surplus 401(k)

Who to contact about an account in each of the 2 Arc Excess & Surplus plans, from the filings. Free, no sign-up, no Social Security number.

Arc Excess & Surplus, LLC Retirement Plan

Arc Excess & Surplus, LLC · Plan 001 · EIN 11-3367953 · Jericho, NY

Active · plan year 2024 filingProfit-sharing
Plan administratorArc Excess & Surplus, LLC
113 South Service Road, Jericho, NY 11753
Form 5500 ↗
Recordkeeper (who holds the accounts)Pension Parameters FinancialSchedule C ↗
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

Arc Excess & Surplus, LLC 401(k) Plan

Arc Excess & Surplus, LLC · Plan 002 · EIN 11-3367953 · Jericho, NY

Terminated · plan year 2025 filing401(k)
Plan administratorArc Excess & Surplus, LLC
113 S Service Road, Jericho, NY 11753
Form 5500 ↗
Recordkeeper (who holds the accounts)John Hancock New YorkSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Arc Excess & Surplus 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Arc Excess & Surplus 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Arc Excess & Surplus, LLC, (516) 747-4100. The accounts are held by the recordkeeper, Pension Parameters Financial. Have your Social Security number and dates of employment ready.

What is the Arc Excess & Surplus 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (516) 747-4100.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Arc Excess & Surplus and does not hold accounts. Not financial advice. Report a correction