Find an old B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan 401(k)
Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan
B of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan · Plan 002 · EIN 86-0323980 · Phoenix, AZ
| Plan administrator | B of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan 2001 W Camelback Rd Ste B350, Phoenix, AZ 85015-7404 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Financial Group | Schedule C ↗ |
| Former employees with balances | 51 separated participants still had money in the plan | Form 5500 ↗ |
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan
B of T Ibew Local 640 & Az Chapter Neca Db Pension Plan · Plan 001 · EIN 86-0323980 · Phoenix, AZ
| Plan administrator | B of T Ibew Local 640 & Az Chapter Neca Db Pension Plan 2001 W Camelback Rd Ste B350, Phoenix, AZ 85015-7404 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 707 separated participants still had money in the plan | Form 5500 ↗ |
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually 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
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: B of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan, (602) 248-8434. The accounts are held by the recordkeeper, Principal Financial Group. Have your Social Security number and dates of employment ready.
What is the B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (602) 248-8434.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with B of T IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan and does not hold accounts. Not financial advice. Report a correction